CBLS vs. SDVY ETF Comparison
Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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
$25.93
Average Daily Volume
24,772
Number of Holdings
*
81
* may have additional holdings in another (foreign) market
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.Grade (RS Rating)
Last Trade
$33.11
Average Daily Volume
879,889
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | CBLS | SDVY |
|---|---|---|
| 30 Days | 1.83% | -1.94% |
| 60 Days | 9.58% | -1.36% |
| 90 Days | 13.02% | -2.15% |
| 12 Months | 33.24% | 18.05% |
CBLS Overweight 75 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | B | 2.69% | |
| TSM | A | 2.55% | |
| LNG | B | 2.55% | |
| MU | C | 2.43% | |
| CRSP | F | 2.42% | |
| MMYT | A | 2.41% | |
| LRCX | A | 2.33% | |
| NVDA | B | 2.3% | |
| MSFT | A | 2.26% | |
| STRL | D | 2.26% | |
| AAPL | A | 2.21% | |
| IBN | A | 2.2% | |
| ASML | A | 2.18% | |
| SN | C | 2.16% | |
| SBUX | F | 2.08% | |
| OSW | B | 2.02% | |
| NARI | C | 1.99% | |
| NU | B | 1.98% | |
| HLX | A | 1.96% | |
| SKY | F | 1.94% | |
| TDG | D | 1.88% | |
| RDDT | A | 1.87% | |
| AVGO | B | 1.85% | |
| GTLS | D | 1.81% | |
| RIG | D | 1.8% | |
| ERJ | D | 1.8% | |
| ECL | B | 1.73% | |
| ONON | C | 1.67% | |
| RTX | D | 1.67% | |
| ARCO | D | 1.66% | |
| MGNI | B | 1.65% | |
| AEHR | F | 1.63% | |
| GD | D | 1.61% | |
| ICFI | D | 1.6% | |
| KLAC | B | 1.43% | |
| BKNG | B | 1.33% | |
| MELI | D | 1.23% | |
| NOW | B | -0.48% | |
| SIG | F | -0.71% | |
| CWAN | C | -0.71% | |
| HAYW | F | -0.74% | |
| FIGS | D | -0.76% | |
| SITE | F | -0.76% | |
| LAD | D | -0.8% | |
| BC | F | -0.81% | |
| CTVA | D | -0.82% | |
| HELE | F | -0.83% | |
| MIDD | F | -0.86% | |
| PAYX | D | -0.86% | |
| ROK | D | -0.86% | |
| CHH | C | -0.87% | |
| BX | C | -0.87% | |
| ENR | C | -0.88% | |
| BXP | B | -0.88% | |
| KEY | C | -0.9% | |
| APO | A | -0.91% | |
| SEDG | F | -0.91% | |
| ARE | C | -0.91% | |
| BGFV | F | -0.94% | |
| IBM | B | -0.95% | |
| FAST | F | -0.95% | |
| PLUG | F | -0.99% | |
| MPW | F | -0.99% | |
| KMT | F | -1.0% | |
| PH | C | -1.0% | |
| IR | D | -1.01% | |
| MTB | B | -1.04% | |
| DASH | D | -1.17% | |
| GPS | C | -1.22% | |
| INTC | D | -1.34% | |
| F | B | -1.41% | |
| HOG | F | -1.43% | |
| DECK | C | -1.44% | |
| TSLA | B | -1.48% | |
| CVNA | B | -1.51% |
CBLS Underweight 94 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRC | B | -1.08% | |
| WHD | B | -1.06% | |
| EBC | B | -1.05% | |
| IBP | D | -1.04% | |
| CALM | B | -1.04% | |
| IBOC | C | -1.03% | |
| MATX | B | -1.02% | |
| HBAN | C | -1.02% | |
| RF | B | -1.02% | |
| SNV | A | -1.02% | |
| MGY | B | -1.02% | |
| FBP | A | -1.02% | |
| FIX | C | -1.02% | |
| MLI | C | -1.02% | |
| AESI | D | -1.02% | |
| CADE | C | -1.02% | |
| WTFC | C | -1.02% | |
| BPOP | C | -1.01% | |
| CR | B | -1.01% | |
| SLVM | C | -1.01% | |
| JXN | B | -1.01% | |
| EWBC | C | -1.01% | |
| CF | F | -1.01% | |
| AMKR | B | -1.01% | |
| CINF | B | -1.01% | |
| NTAP | A | -1.01% | |
| KBH | C | -1.0% | |
| CCS | F | -1.0% | |
| CFG | B | -1.0% | |
| MTH | D | -1.0% | |
| PHM | D | -1.0% | |
| TOL | D | -1.0% | |
| SYF | B | -1.0% | |
| IPG | F | -1.0% | |
| RDN | B | -1.0% | |
| FITB | C | -1.0% | |
| GGG | D | -1.0% | |
| UNM | D | -1.0% | |
| LSTR | B | -1.0% | |
| G | D | -1.0% | |
| PRDO | C | -1.0% | |
| ETD | D | -1.0% | |
| EDR | A | -1.0% | |
| LECO | F | -1.0% | |
| GRMN | C | -1.0% | |
| EG | D | -1.0% | |
| AGCO | F | -0.99% | |
| OMC | D | -0.99% | |
| WGO | F | -0.99% | |
| EXPD | B | -0.99% | |
| BEN | D | -0.99% | |
| RHI | F | -0.99% | |
| IEX | F | -0.99% | |
| ITT | D | -0.99% | |
| CRBG | C | -0.99% | |
| SSTK | F | -0.99% | |
| MTG | B | -0.99% | |
| STLD | D | -0.99% | |
| EME | D | -0.99% | |
| AFG | D | -0.99% | |
| RS | D | -0.99% | |
| CMC | D | -0.99% | |
| SXC | C | -0.99% | |
| LEA | F | -0.99% | |
| TEX | D | -0.99% | |
| MCRI | C | -0.99% | |
| ALLY | B | -0.99% | |
| J | D | -0.99% | |
| DINO | D | -0.99% | |
| RGA | B | -0.99% | |
| SNA | F | -0.98% | |
| KTB | D | -0.98% | |
| TPL | B | -0.98% | |
| WLK | D | -0.98% | |
| BKE | D | -0.98% | |
| AOS | D | -0.98% | |
| BCC | F | -0.98% | |
| SLM | C | -0.98% | |
| VSH | D | -0.98% | |
| EQH | B | -0.98% | |
| ESNT | B | -0.98% | |
| WMS | D | -0.97% | |
| PHIN | C | -0.97% | |
| VOYA | D | -0.97% | |
| OC | D | -0.97% | |
| SHOO | C | -0.97% | |
| DKS | C | -0.96% | |
| RL | C | -0.96% | |
| NSP | F | -0.96% | |
| UFPI | D | -0.95% | |
| CRI | F | -0.95% | |
| WSM | D | -0.95% | |
| SM | D | -0.9% | |
| HVT | F | -0.47% |
CBLS: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Aerospace & Defense
Diversified Industrials
Semiconductor Equipment & Materials
Semiconductors
Leisure
Specialty Retail
Asset Management
Auto Manufacturers
Business Services
Electronic Components
Industrial Distribution
Internet Content & Information
REIT - Office
Restaurants
Software - Application
Software - Infrastructure
Agricultural Inputs
Apparel Manufacturing
Apparel Retail
SDVY: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Residential Construction
Asset Management
Oil & Gas E&P
Apparel Manufacturing
Engineering & Construction
Steel
Advertising Agencies
Auto Parts
Building Materials
Credit Services
Farm & Construction Equipment
Insurance - Property & Casualty
Insurance - Reinsurance
Insurance - Specialty
Integrated Shipping & Logistics
Lumber & Wood Production
Oil & Gas Equipment & Services
Semiconductors
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