CBSE vs. CBLS ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Changebridge Capital Long/Short Equity ETF (CBLS)
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
$33.90
Average Daily Volume
2,888
34
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
$26.64
Average Daily Volume
1,942
63
Performance
| Period | CBSE | CBLS |
|---|---|---|
| 30 Days | 4.05% | 3.33% |
| 60 Days | 7.92% | 4.83% |
| 90 Days | 10.51% | 4.52% |
| 12 Months | 46.84% | 35.33% |
28 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in CBLS | Overlap | |
|---|---|---|---|---|---|
| AMZN | B | 1.9% | 2.83% | 1.9% | |
| BWXT | B | 2.94% | 2.7% | 2.7% | |
| CCL | A | 3.27% | 2.49% | 2.49% | |
| CRSP | D | 0.91% | 0.86% | 0.86% | |
| D | C | 2.09% | 2.24% | 2.09% | |
| DELL | C | 2.18% | 1.91% | 1.91% | |
| ERJ | B | 2.86% | 2.12% | 2.12% | |
| ETR | A | 1.79% | 1.93% | 1.79% | |
| GTLS | A | 2.7% | 2.81% | 2.7% | |
| HUMA | F | 2.56% | 2.11% | 2.11% | |
| IBN | D | 2.85% | 2.38% | 2.38% | |
| INTC | C | 2.83% | 2.91% | 2.83% | |
| LNG | A | 3.41% | 3.31% | 3.31% | |
| MC | B | 1.93% | 1.98% | 1.93% | |
| MGNI | B | 3.06% | 2.76% | 2.76% | |
| NARI | C | 2.82% | 2.3% | 2.3% | |
| NEE | C | 1.94% | 2.12% | 1.94% | |
| OSW | B | 2.9% | 2.43% | 2.43% | |
| RDDT | A | 2.99% | 2.45% | 2.45% | |
| ROL | B | 3.02% | 2.28% | 2.28% | |
| SCHW | A | 2.0% | 2.08% | 2.0% | |
| SCI | B | 1.93% | 1.92% | 1.92% | |
| SKY | A | 2.8% | 2.73% | 2.73% | |
| SO | C | 2.09% | 2.23% | 2.09% | |
| STRL | B | 2.71% | 2.54% | 2.54% | |
| TDG | D | 2.88% | 1.78% | 1.78% | |
| VST | A | 3.03% | 2.23% | 2.23% | |
| WTTR | A | 2.69% | 3.07% | 2.69% |
CBSE Underweight 35 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | A | -3.31% | |
| WMT | A | -2.75% | |
| COST | A | -2.64% | |
| ORCL | A | -2.62% | |
| ECL | D | -2.32% | |
| GD | D | -2.32% | |
| RTX | D | -2.29% | |
| AER | B | -2.24% | |
| KLG | D | --0.49% | |
| KDP | D | --0.5% | |
| POST | C | --0.5% | |
| GIS | D | --0.51% | |
| PEP | F | --0.51% | |
| DOOO | F | --0.9% | |
| TTC | F | --0.93% | |
| R | B | --0.95% | |
| GIII | F | --0.97% | |
| PFE | F | --1.06% | |
| SIG | C | --1.07% | |
| JNJ | D | --1.1% | |
| MRNA | F | --1.15% | |
| MIDD | D | --1.16% | |
| ROK | B | --1.17% | |
| ENR | A | --1.19% | |
| AME | A | --1.2% | |
| NVO | D | --1.3% | |
| LLY | F | --1.37% | |
| F | C | --1.41% | |
| DE | C | --1.45% | |
| HELE | C | --1.71% | |
| HSY | F | --1.75% | |
| VSAT | F | --1.75% | |
| GOGO | C | --1.77% | |
| NOW | B | --1.8% | |
| TSLA | B | --2.63% |
CBSE: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
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