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

Number of Holdings *

37

* may have additional holdings in another (foreign) market
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

Number of Holdings *

28

* may have additional holdings in another (foreign) market
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%
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