CBLS vs. IYE ETF Comparison
Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to iShares U.S. Energy ETF (IYE)
CBLS
Changebridge Capital Long/Short Equity ETF
CBLS Description
The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.83
Average Daily Volume
2,139
63
IYE
iShares U.S. Energy ETF
IYE Description
The investment seeks to track the investment results of an index composed of U.S. equities in the energy sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Oil & Gas Index (the "underlying index"), which measures the performance of the oil and gas sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$51.18
Average Daily Volume
228,453
42
Performance
| Period | CBLS | IYE |
|---|---|---|
| 30 Days | 4.28% | 8.02% |
| 60 Days | 5.58% | 10.10% |
| 90 Days | 5.18% | 8.18% |
| 12 Months | 35.65% | 18.33% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CBLS | Weight in IYE | Overlap | |
|---|---|---|---|---|---|
| LNG | A | 3.31% | 2.72% | 2.72% |
CBLS Overweight 62 Positions Relative to IYE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 3.31% | |
| WTTR | A | 3.07% | |
| INTC | C | 2.91% | |
| AMZN | C | 2.83% | |
| GTLS | A | 2.81% | |
| MGNI | B | 2.76% | |
| WMT | A | 2.75% | |
| SKY | A | 2.73% | |
| BWXT | B | 2.7% | |
| COST | A | 2.64% | |
| ORCL | A | 2.62% | |
| STRL | A | 2.54% | |
| CCL | A | 2.49% | |
| RDDT | A | 2.45% | |
| OSW | B | 2.43% | |
| IBN | C | 2.38% | |
| ECL | D | 2.32% | |
| GD | D | 2.32% | |
| NARI | C | 2.3% | |
| RTX | D | 2.29% | |
| ROL | B | 2.28% | |
| D | C | 2.24% | |
| AER | A | 2.24% | |
| VST | A | 2.23% | |
| SO | C | 2.23% | |
| NEE | C | 2.12% | |
| ERJ | A | 2.12% | |
| HUMA | F | 2.11% | |
| SCHW | B | 2.08% | |
| MC | C | 1.98% | |
| ETR | B | 1.93% | |
| SCI | B | 1.92% | |
| DELL | B | 1.91% | |
| TDG | D | 1.78% | |
| CRSP | D | 0.86% | |
| KLG | B | -0.49% | |
| KDP | F | -0.5% | |
| POST | C | -0.5% | |
| GIS | D | -0.51% | |
| PEP | F | -0.51% | |
| DOOO | F | -0.9% | |
| TTC | C | -0.93% | |
| R | B | -0.95% | |
| GIII | D | -0.97% | |
| PFE | F | -1.06% | |
| SIG | B | -1.07% | |
| JNJ | C | -1.1% | |
| MRNA | F | -1.15% | |
| MIDD | C | -1.16% | |
| ROK | C | -1.17% | |
| ENR | B | -1.19% | |
| AME | A | -1.2% | |
| NVO | F | -1.3% | |
| LLY | F | -1.37% | |
| F | C | -1.41% | |
| DE | B | -1.45% | |
| HELE | C | -1.71% | |
| HSY | F | -1.75% | |
| VSAT | F | -1.75% | |
| GOGO | C | -1.77% | |
| NOW | A | -1.8% | |
| TSLA | B | -2.63% |
CBLS Underweight 41 Positions Relative to IYE
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -21.37% | |
| CVX | A | -14.81% | |
| COP | C | -7.14% | |
| EOG | A | -4.19% | |
| WMB | A | -3.84% | |
| OKE | A | -3.55% | |
| SLB | C | -3.32% | |
| MPC | D | -3.01% | |
| PSX | C | -2.95% | |
| KMI | A | -2.93% | |
| VLO | C | -2.44% | |
| TRGP | A | -2.41% | |
| BKR | A | -2.3% | |
| HES | B | -2.2% | |
| FANG | C | -1.83% | |
| OXY | D | -1.81% | |
| HAL | C | -1.45% | |
| TPL | A | -1.44% | |
| EQT | B | -1.4% | |
| DVN | F | -1.28% | |
| EXE | A | -1.17% | |
| FSLR | F | -1.08% | |
| CTRA | B | -1.05% | |
| MRO | B | -0.87% | |
| FTI | A | -0.66% | |
| OVV | B | -0.63% | |
| DTM | A | -0.54% | |
| PR | B | -0.53% | |
| AR | B | -0.5% | |
| RRC | B | -0.44% | |
| CHRD | D | -0.43% | |
| APA | D | -0.43% | |
| ENPH | F | -0.43% | |
| MTDR | B | -0.37% | |
| DINO | D | -0.36% | |
| NOV | C | -0.34% | |
| WFRD | D | -0.32% | |
| VNOM | A | -0.29% | |
| AM | A | -0.28% | |
| CIVI | D | -0.27% | |
| NFE | D | -0.03% |
CBLS: Top Represented Industries & Keywords
IYE: Top Represented Industries & Keywords
Compare ETFs
