CBSE vs. EWU ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to iShares MSCI United Kingdom Index Fund (EWU)
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
$31.21
Average Daily Volume
3,671
37
EWU
iShares MSCI United Kingdom Index Fund
EWU Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI United Kingdom Index (the "underlying index"). The fund will at all times invest at least 90% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The underlying index consists of stocks traded primarily on the London Stock Exchange. Components primarily include consumer staples, energy and financial companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$37.24
Average Daily Volume
985,539
2
Performance
| Period | CBSE | EWU |
|---|---|---|
| 30 Days | 3.05% | -0.77% |
| 60 Days | 7.53% | 4.99% |
| 90 Days | 1.36% | 5.74% |
| 12 Months | 45.53% | 25.78% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in EWU | Overlap |
|---|
CBSE Overweight 37 Positions Relative to EWU
| Symbol | Grade | Weight | |
|---|---|---|---|
| STRL | B | 3.9% | |
| JD | B | 3.38% | |
| ERJ | C | 3.34% | |
| AMD | D | 3.29% | |
| AVGO | C | 3.29% | |
| TDG | A | 3.25% | |
| IBN | C | 3.24% | |
| ROL | B | 3.22% | |
| ICFI | C | 3.21% | |
| MMYT | D | 3.19% | |
| NU | D | 3.17% | |
| LNG | A | 3.15% | |
| OSW | C | 3.15% | |
| SKY | B | 3.13% | |
| SCI | C | 3.11% | |
| MGNI | D | 3.09% | |
| BABA | A | 2.84% | |
| NEM | C | 2.51% | |
| ETR | A | 2.45% | |
| RDFN | C | 2.43% | |
| BOWL | F | 2.42% | |
| NEE | A | 2.39% | |
| AMZN | C | 2.34% | |
| SPOT | B | 2.32% | |
| TMDX | D | 2.32% | |
| SO | A | 2.3% | |
| DELL | C | 2.29% | |
| D | A | 2.28% | |
| OC | C | 2.1% | |
| WTTR | C | 2.07% | |
| MSFT | D | 1.58% | |
| CHK | D | 1.5% | |
| HUMA | D | 1.49% | |
| ASML | F | 1.17% | |
| BLBD | D | 1.07% | |
| PL | D | 0.72% | |
| KLAC | B | 0.43% |
CBSE: Top Represented Industries & Keywords
EWU: Top Represented Industries & Keywords
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