CBSE vs. FMED ETF Comparison

Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Fidelity Disruptive Medicine ETF (FMED)
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

Number of Holdings *

34

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

Fidelity Disruptive Medicine ETF

FMED Description The fund normally invests at least 80% of assets in securities of disruptive medicine companies. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers. Generally, these companies have or are developing new or unconventional ways of doing business that could disrupt and displace incumbents over time. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$25.24

Average Daily Volume

4,772

Number of Holdings *

52

* may have additional holdings in another (foreign) market
Performance
Period CBSE FMED
30 Days 7.38% -3.41%
60 Days 10.76% -4.25%
90 Days 10.99% -2.27%
12 Months 49.33% 17.18%
0 Overlapping Holdings
Symbol Grade Weight in CBSE Weight in FMED Overlap
CBSE Overweight 34 Positions Relative to FMED
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%
INTC C 2.83%
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%
AMZN C 1.9%
ETR B 1.79%
CRSP D 0.91%
CBSE Underweight 52 Positions Relative to FMED
Symbol Grade Weight
BSX A -6.26%
UNH B -4.7%
PODD C -4.44%
ISRG A -4.42%
DHR F -3.8%
ARGX B -3.27%
REGN F -3.26%
ALNY D -2.9%
SYK B -2.73%
EXAS D -2.72%
PEN B -2.64%
LFST B -2.41%
VEEV C -2.18%
MASI B -2.01%
LEGN D -1.95%
EW C -1.95%
INSP D -1.92%
DXCM C -1.88%
TMO F -1.87%
LLY F -1.78%
PRCT B -1.65%
ZLAB C -1.54%
AGL F -1.43%
GKOS B -1.42%
RGEN D -1.34%
PRVA C -1.34%
KROS D -1.34%
JANX C -1.32%
RMD C -1.3%
CRNX C -1.23%
CYTK F -1.19%
XENE D -1.17%
DOCS C -1.14%
DYN F -1.13%
PCVX D -1.13%
BRKR D -1.12%
WST C -1.01%
TNDM D -1.0%
PHR F -0.99%
CNC D -0.98%
ASND F -0.88%
VRTX D -0.84%
ALGN D -0.72%
TXG F -0.63%
NTRA A -0.56%
ACLX C -0.45%
DNLI D -0.45%
NRIX C -0.44%
IRTC C -0.44%
DAWN D -0.41%
BNTX C -0.4%
ANAB F -0.24%
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