CBSE vs. BBLU ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to EA Bridgeway Blue Chip ETF (BBLU)
CBSE
Changebridge Capital Sustainable Equity ETF
CBSE Description
The investment seeks capital appreciation and lower volatility than the broader market. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the fund's investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts, of sustainable companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$34.06
Average Daily Volume
2,885
34
BBLU
EA Bridgeway Blue Chip ETF
BBLU Description
BBLU offers concentrated exposure to US blue-chip stocks. The selection process starts with the largest 150 US companies by market-cap. The sub-adviser narrows down the initial universe based on a model-driven statistical approach that considers both market capitalization and industry diversification. Additionally, the funds investment process incorporates financially material ESG information and excludes companies involved in the tobacco industry, those with direct or indirect business tied to Sudan, and those engaged in production or trade of pornographic material. Investors should note that ESG information is just one investment consideration and is not the sole determinant of the funds holdings. The portfolio typically holds approximately 35 stocks, more or less due to corporate actions. On October 17, 2022, it converted from the mutual fund Bridgeway Blue Chip Fund (Ticker: BRLIX) to an ETF with $194 million in assets.Grade (RS Rating)
Last Trade
$13.21
Average Daily Volume
59,240
37
Performance
| Period | CBSE | BBLU |
|---|---|---|
| 30 Days | 7.38% | 2.24% |
| 60 Days | 10.76% | 5.01% |
| 90 Days | 10.99% | 7.05% |
| 12 Months | 49.33% | 32.21% |
CBSE Overweight 32 Positions Relative to BBLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | 3.42% | |
| LNG | A | 3.41% | |
| CCL | A | 3.27% | |
| MGNI | B | 3.06% | |
| VST | A | 3.03% | |
| ROL | B | 3.02% | |
| RDDT | A | 2.99% | |
| BWXT | B | 2.94% | |
| OSW | B | 2.9% | |
| TDG | D | 2.88% | |
| ERJ | A | 2.86% | |
| IBN | C | 2.85% | |
| NARI | C | 2.82% | |
| SKY | A | 2.8% | |
| STRL | A | 2.71% | |
| GTLS | A | 2.7% | |
| WTTR | A | 2.69% | |
| PL | B | 2.69% | |
| HUMA | F | 2.56% | |
| OKLO | B | 2.4% | |
| DELL | B | 2.18% | |
| VITL | D | 2.1% | |
| SO | C | 2.09% | |
| D | C | 2.09% | |
| CPRI | F | 2.03% | |
| SCHW | B | 2.0% | |
| NEE | C | 1.94% | |
| SCI | B | 1.93% | |
| MC | C | 1.93% | |
| ON | D | 1.92% | |
| ETR | B | 1.79% | |
| CRSP | D | 0.91% |
CBSE Underweight 35 Positions Relative to BBLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -4.62% | |
| JPM | A | -4.26% | |
| META | D | -3.87% | |
| AVGO | D | -3.82% | |
| V | A | -3.51% | |
| MSFT | D | -3.51% | |
| TSLA | B | -3.46% | |
| AAPL | C | -3.37% | |
| LLY | F | -3.29% | |
| WFC | A | -3.07% | |
| BAC | A | -2.74% | |
| DIS | B | -2.69% | |
| RTX | D | -2.66% | |
| ORCL | A | -2.63% | |
| CVX | A | -2.62% | |
| CSCO | B | -2.58% | |
| MA | B | -2.5% | |
| WMT | A | -2.49% | |
| CMCSA | B | -2.47% | |
| XOM | B | -2.45% | |
| BRK.A | B | -2.42% | |
| UNH | B | -2.41% | |
| HD | B | -2.38% | |
| MCD | D | -2.33% | |
| QCOM | F | -2.3% | |
| PEP | F | -2.3% | |
| UPS | C | -2.29% | |
| PG | C | -2.28% | |
| JNJ | C | -2.24% | |
| VZ | C | -2.15% | |
| PFE | F | -2.14% | |
| KO | D | -2.06% | |
| MRK | D | -2.05% | |
| GOOG | C | -1.27% | |
| GOOGL | C | -1.26% |
CBSE: Top Represented Industries & Keywords
BBLU: Top Represented Industries & Keywords
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