CBLS vs. UPGD ETF Comparison
Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
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
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.Grade (RS Rating)
Last Trade
$73.97
Average Daily Volume
1,708
48
Performance
| Period | CBLS | UPGD |
|---|---|---|
| 30 Days | 4.28% | 3.42% |
| 60 Days | 5.58% | 4.83% |
| 90 Days | 5.18% | 5.85% |
| 12 Months | 35.65% | 33.71% |
CBLS Overweight 60 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 3.31% | |
| LNG | A | 3.31% | |
| WTTR | A | 3.07% | |
| 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% | |
| 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% | |
| 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 45 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -3.59% | |
| TOST | B | -3.14% | |
| CVNA | B | -2.98% | |
| KMI | A | -2.53% | |
| RL | C | -2.33% | |
| IP | A | -2.28% | |
| T | A | -2.24% | |
| EPAM | B | -2.22% | |
| PCAR | B | -2.22% | |
| XEL | A | -2.22% | |
| CLX | A | -2.14% | |
| SNAP | D | -2.12% | |
| CAH | B | -2.09% | |
| CHRW | B | -2.08% | |
| CHD | A | -2.05% | |
| CARR | C | -2.03% | |
| HSIC | C | -2.02% | |
| DGX | A | -2.02% | |
| HPQ | B | -2.02% | |
| ODFL | C | -2.01% | |
| EBAY | D | -2.0% | |
| SHW | B | -2.0% | |
| VZ | C | -1.96% | |
| BBY | D | -1.95% | |
| TSN | B | -1.94% | |
| MMM | D | -1.92% | |
| CTSH | B | -1.91% | |
| EIX | B | -1.9% | |
| NOC | D | -1.84% | |
| LMT | D | -1.83% | |
| BALL | F | -1.81% | |
| KMB | C | -1.79% | |
| KMX | B | -1.78% | |
| AMCR | C | -1.77% | |
| STX | C | -1.77% | |
| MOS | F | -1.76% | |
| SJM | D | -1.74% | |
| HRL | D | -1.73% | |
| KHC | F | -1.67% | |
| LYB | F | -1.64% | |
| CPB | D | -1.64% | |
| TFX | F | -1.56% | |
| SIRI | C | -1.46% | |
| HII | F | -1.38% | |
| DG | F | -1.19% |
CBLS: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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