CBSE vs. FYC ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to First Trust Small Cap Growth AlphaDEX Fund (FYC)
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
$33.27
Average Daily Volume
2,866
Number of Holdings
*
34
* may have additional holdings in another (foreign) market
FYC
First Trust Small Cap Growth AlphaDEX Fund
FYC Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Defined Small Cap Growth Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by S&P to objectively identify and select stocks from the S&P SmallCap 600(R) Growth Index that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$80.29
Average Daily Volume
26,348
Number of Holdings
*
240
* may have additional holdings in another (foreign) market
Performance
| Period | CBSE | FYC |
|---|---|---|
| 30 Days | 4.74% | 5.74% |
| 60 Days | 8.17% | 8.07% |
| 90 Days | 9.64% | 13.90% |
| 12 Months | 46.06% | 41.37% |
CBSE Overweight 28 Positions Relative to FYC
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | 3.42% | |
| LNG | A | 3.41% | |
| CCL | A | 3.27% | |
| VST | A | 3.03% | |
| ROL | B | 3.02% | |
| RDDT | A | 2.99% | |
| BWXT | A | 2.94% | |
| TDG | D | 2.88% | |
| ERJ | A | 2.86% | |
| IBN | D | 2.85% | |
| INTC | C | 2.83% | |
| NARI | C | 2.82% | |
| SKY | A | 2.8% | |
| GTLS | A | 2.7% | |
| PL | A | 2.69% | |
| OKLO | C | 2.4% | |
| DELL | B | 2.18% | |
| SO | C | 2.09% | |
| D | C | 2.09% | |
| CPRI | F | 2.03% | |
| SCHW | A | 2.0% | |
| NEE | C | 1.94% | |
| SCI | A | 1.93% | |
| MC | B | 1.93% | |
| ON | F | 1.92% | |
| AMZN | B | 1.9% | |
| ETR | A | 1.79% | |
| CRSP | D | 0.91% |
CBSE Underweight 234 Positions Relative to FYC
| Symbol | Grade | Weight | |
|---|---|---|---|
| RKLB | B | -1.06% | |
| EAT | A | -0.91% | |
| PAYO | A | -0.82% | |
| POWL | C | -0.81% | |
| PRIM | A | -0.81% | |
| TGTX | B | -0.79% | |
| IESC | A | -0.79% | |
| ROAD | A | -0.76% | |
| IDCC | B | -0.76% | |
| WWW | A | -0.75% | |
| TRUP | B | -0.74% | |
| QCRH | B | -0.73% | |
| ENVA | B | -0.72% | |
| GVA | A | -0.72% | |
| WULF | C | -0.71% | |
| PJT | B | -0.71% | |
| DOCS | C | -0.71% | |
| LRN | A | -0.7% | |
| STEP | B | -0.69% | |
| USLM | A | -0.69% | |
| FTDR | B | -0.69% | |
| MCY | B | -0.69% | |
| ACLX | C | -0.68% | |
| RYTM | C | -0.68% | |
| CNK | A | -0.68% | |
| ATGE | B | -0.67% | |
| LMND | A | -0.67% | |
| ALHC | C | -0.65% | |
| VCYT | B | -0.65% | |
| GSHD | B | -0.64% | |
| PRCT | B | -0.64% | |
| TRN | A | -0.64% | |
| AMRX | C | -0.64% | |
| REVG | B | -0.63% | |
| SKYW | B | -0.62% | |
| PBI | B | -0.61% | |
| HNI | B | -0.61% | |
| PTON | C | -0.6% | |
| ADMA | C | -0.6% | |
| NHC | B | -0.6% | |
| TBBK | B | -0.6% | |
| CHEF | B | -0.59% | |
| DSGR | C | -0.59% | |
| AGIO | C | -0.59% | |
| CALM | A | -0.58% | |
| KYMR | C | -0.58% | |
| HWKN | B | -0.58% | |
| SKWD | A | -0.58% | |
| SLVM | C | -0.58% | |
| MIRM | C | -0.57% | |
| SGBX | F | -0.57% | |
| INTA | B | -0.57% | |
| SYBT | B | -0.57% | |
| DORM | B | -0.57% | |
| CWAN | B | -0.57% | |
| ALKT | B | -0.56% | |
| VCTR | B | -0.55% | |
| NBHC | B | -0.55% | |
| PRK | B | -0.55% | |
| JANX | C | -0.54% | |
| MWA | B | -0.54% | |
| PRM | B | -0.54% | |
| CDE | C | -0.54% | |
| PTGX | D | -0.54% | |
| PTCT | C | -0.54% | |
| PLMR | A | -0.53% | |
| CHWY | B | -0.53% | |
| SATS | C | -0.53% | |
| MNKD | B | -0.53% | |
| CPRX | C | -0.52% | |
| LMAT | A | -0.52% | |
| TGLS | B | -0.51% | |
| CRAI | B | -0.51% | |
| NPAB | F | -0.49% | |
| CCOI | B | -0.49% | |
| LFST | C | -0.49% | |
| SMTC | C | -0.49% | |
| PRGS | B | -0.48% | |
| SABR | B | -0.48% | |
| AORT | B | -0.48% | |
| YOU | D | -0.48% | |
| OUT | A | -0.48% | |
| UFPT | C | -0.47% | |
| BCRX | D | -0.47% | |
| LITE | B | -0.47% | |
| FBP | B | -0.47% | |
| CENX | B | -0.46% | |
| VERX | A | -0.45% | |
| MBIN | F | -0.43% | |
| ASTH | F | -0.43% | |
| NMIH | D | -0.43% | |
| OSCR | C | -0.43% | |
| APOG | B | -0.42% | |
| SITM | B | -0.42% | |
| CAKE | B | -0.42% | |
| CARG | B | -0.42% | |
| NRIX | C | -0.42% | |
| SHAK | C | -0.42% | |
| RNG | C | -0.41% | |
| BANF | B | -0.41% | |
| GABC | B | -0.41% | |
| CIFR | C | -0.4% | |
| BGC | C | -0.4% | |
| SEMR | C | -0.4% | |
| WT | A | -0.4% | |
| GFF | B | -0.39% | |
| OII | B | -0.39% | |
| GERN | F | -0.39% | |
| CHCO | B | -0.39% | |
| HRMY | F | -0.39% | |
| HURN | B | -0.39% | |
| UE | A | -0.38% | |
| KTOS | C | -0.38% | |
| ESE | B | -0.38% | |
| BLBD | F | -0.38% | |
| COLL | F | -0.37% | |
| AZZ | A | -0.36% | |
| KN | B | -0.36% | |
| AAT | A | -0.36% | |
| OSIS | A | -0.35% | |
| BRC | C | -0.34% | |
| AMPH | F | -0.33% | |
| ICFI | F | -0.33% | |
| DOCN | D | -0.33% | |
| ESRT | C | -0.33% | |
| IOVA | F | -0.32% | |
| PMT | D | -0.32% | |
| ADUS | D | -0.32% | |
| NHI | D | -0.32% | |
| FLNC | C | -0.32% | |
| CWT | C | -0.32% | |
| ASPN | F | -0.32% | |
| NSA | C | -0.31% | |
| WRBY | A | -0.31% | |
| HLIT | D | -0.3% | |
| KNTK | A | -0.3% | |
| TWST | F | -0.3% | |
| BLFS | C | -0.3% | |
| HEES | C | -0.29% | |
| LGND | C | -0.28% | |
| BKD | F | -0.28% | |
| MGEE | A | -0.28% | |
| DRVN | B | -0.28% | |
| TNL | B | -0.28% | |
| CEIX | A | -0.28% | |
| IIPR | F | -0.27% | |
| LKFN | B | -0.27% | |
| OCUL | C | -0.27% | |
| EPAC | B | -0.27% | |
| AROC | A | -0.27% | |
| NEO | C | -0.26% | |
| SKT | A | -0.26% | |
| WDFC | B | -0.26% | |
| SXI | B | -0.26% | |
| BANC | B | -0.26% | |
| AGYS | A | -0.26% | |
| AGM | B | -0.26% | |
| SWI | B | -0.25% | |
| MAC | A | -0.25% | |
| ARQT | C | -0.25% | |
| ANIP | D | -0.24% | |
| CDP | C | -0.24% | |
| TNDM | F | -0.24% | |
| UMH | A | -0.24% | |
| IAS | D | -0.24% | |
| CPK | A | -0.24% | |
| NXRT | A | -0.24% | |
| FCPT | C | -0.23% | |
| GTX | F | -0.23% | |
| JJSF | C | -0.23% | |
| SXT | C | -0.23% | |
| DNLI | C | -0.23% | |
| KW | B | -0.23% | |
| CMPR | F | -0.23% | |
| SCS | B | -0.23% | |
| GTY | A | -0.23% | |
| ACVA | A | -0.23% | |
| EPR | D | -0.22% | |
| PHR | F | -0.22% | |
| AESI | B | -0.22% | |
| HLX | C | -0.22% | |
| AIV | C | -0.22% | |
| ELME | D | -0.22% | |
| CDRE | F | -0.21% | |
| RXST | F | -0.21% | |
| EVH | F | -0.21% | |
| ALX | D | -0.21% | |
| NVAX | F | -0.2% | |
| MYGN | F | -0.2% | |
| SOUN | C | -0.17% | |
| TGI | A | -0.16% | |
| MIR | A | -0.16% | |
| ARDX | F | -0.16% | |
| PAR | A | -0.16% | |
| CBZ | B | -0.14% | |
| SMPL | B | -0.13% | |
| BEAM | C | -0.13% | |
| CLB | C | -0.13% | |
| BL | C | -0.13% | |
| APPN | C | -0.13% | |
| APAM | B | -0.13% | |
| MLNK | C | -0.13% | |
| ACAD | C | -0.13% | |
| CARS | C | -0.13% | |
| CTS | C | -0.13% | |
| WABC | B | -0.13% | |
| PLAY | D | -0.13% | |
| FBRT | C | -0.12% | |
| THR | B | -0.12% | |
| AMC | D | -0.12% | |
| AWR | A | -0.12% | |
| YELP | C | -0.12% | |
| LTC | B | -0.12% | |
| STRA | C | -0.12% | |
| TR | B | -0.12% | |
| WEN | C | -0.12% | |
| TNC | F | -0.11% | |
| PZZA | F | -0.11% | |
| NSSC | F | -0.11% | |
| RRR | F | -0.11% | |
| ARLO | C | -0.11% | |
| FOLD | F | -0.11% | |
| ENVX | F | -0.11% | |
| BXMT | C | -0.11% | |
| IRDM | F | -0.11% | |
| VECO | F | -0.1% | |
| JOE | F | -0.1% | |
| GNL | D | -0.1% | |
| AZTA | F | -0.1% | |
| JAMF | F | -0.1% | |
| CLDX | F | -0.09% | |
| XPRO | F | -0.09% | |
| RLAY | F | -0.09% | |
| LPG | F | -0.09% |
CBSE: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Utilities - Regulated Electric
Biotechnology
Leisure
Semiconductors
Utilities - Diversified
Apparel Manufacturing
Asset Management
Banks - Regional - Asia
Business Services
Capital Markets
Computer Systems
Engineering & Construction
Farm Products
Internet Content & Information
Internet Content & Information
Medical Devices
Metal Fabrication
Oil & Gas Midstream
Personal Services
FYC: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Banks - Regional - US
Diversified Industrials
Software - Infrastructure
Oil & Gas Equipment & Services
REIT - Diversified
REIT - Retail
Restaurants
Building Materials
Business Services
Engineering & Construction
Insurance - Property & Casualty
Specialty Chemicals
Asset Management
Communication Equipment
Drug Manufacturers - Specialty & Generic
Medical Devices
Aerospace & Defense
Business Equipment
Compare ETFs
