CBSE vs. FDHT ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Fidelity Digital Health ETF (FDHT)
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
$31.07
Average Daily Volume
3,744
37
FDHT
Fidelity Digital Health ETF
FDHT Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Digital Health Index. Normally investing at least 80% of assets in securities included in the Fidelity Digital Health Index and in depositary receipts representing securities included in the index. The Fidelity Digital Health Index is designed to reflect the performance of a global universe of companies across the market capitalization spectrum providing healthcare records management, connected healthcare devices, surgical robotics, telemedicine, and other technology-enabled healthcare products and services.Grade (RS Rating)
Last Trade
$20.64
Average Daily Volume
2,039
28
Performance
Period | CBSE | FDHT |
---|---|---|
30 Days | 2.56% | 5.18% |
60 Days | 7.02% | 12.31% |
90 Days | 0.88% | 14.01% |
12 Months | 42.70% | 23.00% |
0 Overlapping Holdings
Symbol | Grade | Weight in CBSE | Weight in FDHT | Overlap |
---|
CBSE Overweight 37 Positions Relative to FDHT
Symbol | Grade | Weight | |
---|---|---|---|
STRL | C | 3.9% | |
JD | A | 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 | D | 3.15% | |
OSW | C | 3.15% | |
SKY | A | 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 | D | 2.29% | |
D | A | 2.28% | |
OC | B | 2.1% | |
WTTR | D | 2.07% | |
MSFT | C | 1.58% | |
CHK | C | 1.5% | |
HUMA | D | 1.49% | |
ASML | F | 1.17% | |
BLBD | D | 1.07% | |
PL | D | 0.72% | |
KLAC | D | 0.43% |
CBSE Underweight 28 Positions Relative to FDHT
Symbol | Grade | Weight | |
---|---|---|---|
ISRG | C | -4.42% | |
DXCM | F | -4.35% | |
RMD | C | -4.29% | |
VEEV | C | -4.21% | |
PODD | C | -3.98% | |
MASI | C | -2.96% | |
DOCS | B | -2.87% | |
INSP | C | -2.79% | |
MMS | A | -2.67% | |
HIMS | C | -2.34% | |
AXNX | A | -2.26% | |
ASTH | B | -2.19% | |
CRVL | C | -2.15% | |
EVH | D | -2.14% | |
TNDM | D | -2.13% | |
RCM | B | -2.09% | |
IRTC | F | -2.05% | |
CTSH | C | -2.03% | |
CI | C | -1.96% | |
IQV | F | -1.92% | |
PINC | F | -1.84% | |
OMCL | C | -1.78% | |
TDOC | D | -1.76% | |
PHR | F | -1.43% | |
AXGN | B | -1.28% | |
HCAT | D | -1.27% | |
GDRX | F | -1.07% | |
ACCD | F | -0.91% |
CBSE: Top Represented Industries & Keywords
FDHT: Top Represented Industries & Keywords