CBLS vs. OSCV ETF Comparison
Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to Opus Small Cap Value Plus ETF (OSCV)
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
$25.24
Average Daily Volume
3,853
61
OSCV
Opus Small Cap Value Plus ETF
OSCV Description
The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$37.22
Average Daily Volume
35,645
68
Performance
| Period | CBLS | OSCV |
|---|---|---|
| 30 Days | 0.06% | -0.53% |
| 60 Days | 2.38% | -0.83% |
| 90 Days | -2.67% | 8.69% |
| 12 Months | 32.48% | 25.07% |
CBLS Overweight 59 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| STRL | C | 3.36% | |
| LNG | D | 2.92% | |
| SKY | A | 2.86% | |
| CHK | C | 2.69% | |
| BLBD | D | 2.64% | |
| WTTR | D | 2.63% | |
| NEM | C | 2.6% | |
| IBN | C | 2.6% | |
| OSW | C | 2.6% | |
| BABA | A | 2.59% | |
| ERJ | C | 2.59% | |
| DELL | D | 2.58% | |
| ETR | A | 2.53% | |
| MMYT | D | 2.52% | |
| BOWL | F | 2.49% | |
| NEE | A | 2.46% | |
| TMDX | D | 2.43% | |
| ASML | F | 2.42% | |
| MGNI | D | 2.41% | |
| ROL | B | 2.4% | |
| SO | A | 2.38% | |
| D | A | 2.36% | |
| AER | C | 2.33% | |
| AVGO | C | 2.26% | |
| NU | D | 2.24% | |
| WMT | A | 2.24% | |
| ECL | A | 2.21% | |
| UNH | B | 2.19% | |
| COST | C | 2.18% | |
| AMZN | C | 2.16% | |
| MSFT | C | 2.03% | |
| HUMA | D | 1.97% | |
| ORCL | C | 1.94% | |
| AMD | D | 1.93% | |
| TDG | A | 1.54% | |
| RTX | A | 1.5% | |
| GD | A | 1.47% | |
| KLAC | D | 1.29% | |
| AFRM | C | -0.3% | |
| VSAT | F | -0.84% | |
| IBM | C | -0.91% | |
| TTC | D | -0.94% | |
| TASK | F | -0.97% | |
| VRNT | F | -1.0% | |
| ROK | D | -1.01% | |
| ENR | B | -1.01% | |
| KMT | C | -1.08% | |
| CTVA | B | -1.1% | |
| CHH | C | -1.1% | |
| PAYX | A | -1.12% | |
| BC | C | -1.14% | |
| FIVN | F | -1.15% | |
| MIDD | D | -1.16% | |
| DOOO | F | -1.29% | |
| DFS | C | -1.29% | |
| HOG | C | -1.35% | |
| R | C | -1.63% | |
| GIII | C | -1.63% | |
| DE | A | -1.69% |
CBLS Underweight 66 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | D | -2.79% | |
| CASY | D | -2.66% | |
| TTEK | B | -2.56% | |
| TXRH | B | -2.46% | |
| CHE | B | -2.33% | |
| KBH | C | -2.3% | |
| FIX | B | -2.11% | |
| KAI | C | -1.99% | |
| PRI | A | -1.97% | |
| UFPI | B | -1.92% | |
| THG | A | -1.89% | |
| OC | B | -1.86% | |
| CW | A | -1.83% | |
| HWKN | A | -1.83% | |
| ACA | C | -1.78% | |
| EHC | B | -1.77% | |
| NOG | D | -1.75% | |
| EPRT | C | -1.64% | |
| MUSA | D | -1.6% | |
| HLI | B | -1.53% | |
| CHRD | F | -1.53% | |
| EGP | D | -1.51% | |
| EFSC | D | -1.51% | |
| CODI | D | -1.5% | |
| SYBT | C | -1.49% | |
| SBCF | D | -1.47% | |
| SPNS | C | -1.47% | |
| ATR | A | -1.44% | |
| CWT | D | -1.36% | |
| KFRC | F | -1.33% | |
| GABC | D | -1.31% | |
| OTTR | F | -1.29% | |
| HOMB | D | -1.27% | |
| GGG | B | -1.26% | |
| LKFN | D | -1.23% | |
| CHDN | D | -1.2% | |
| GPK | B | -1.2% | |
| HCKT | C | -1.17% | |
| LADR | D | -1.14% | |
| OSBC | D | -1.12% | |
| LSTR | D | -1.12% | |
| BYD | C | -1.11% | |
| NJR | C | -1.1% | |
| WTBA | D | -1.09% | |
| TRNO | D | -1.06% | |
| HP | F | -1.06% | |
| NVT | D | -1.04% | |
| KMPR | D | -1.0% | |
| ADC | B | -0.99% | |
| AMH | D | -0.98% | |
| ASH | F | -0.95% | |
| LECO | F | -0.94% | |
| KRP | B | -0.92% | |
| NSA | C | -0.88% | |
| RRC | D | -0.87% | |
| CPA | D | -0.86% | |
| HIFS | D | -0.86% | |
| EVTC | D | -0.85% | |
| WASH | D | -0.83% | |
| USLM | C | -0.81% | |
| DOX | B | -0.78% | |
| FCPT | C | -0.75% | |
| CIVI | F | -0.75% | |
| FELE | B | -0.72% | |
| BRKR | D | -0.68% | |
| AAON | B | -0.57% |
CBLS: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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