CBSE vs. HDLB ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044 (HDLB)
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
34
HDLB
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044
HDLB Description
The investment seeks to provide two times leveraged long exposure to the compounded monthly performance of the Solactive US High Dividend Low Volatility Index. The index is designed to measure the performance of 40 dividend yielding, relatively lower volatility Index Constituent Securities from the universe of the largest 1,000 U.S. listed stocks by market capitalization, as described herein. The Securities seek to approximate the monthly returns that might be available to investors through a leveraged “long” investment in the index constituent securities.Grade (RS Rating)
Last Trade
$15.32
Average Daily Volume
2,749
37
Performance
| Period | CBSE | HDLB |
|---|---|---|
| 30 Days | 7.38% | 4.93% |
| 60 Days | 10.76% | 10.70% |
| 90 Days | 10.99% | 16.30% |
| 12 Months | 49.33% | 61.71% |
CBSE Overweight 31 Positions Relative to HDLB
| 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% | |
| 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% | |
| CRSP | D | 0.91% |
CBSE Underweight 34 Positions Relative to HDLB
| Symbol | Grade | Weight | |
|---|---|---|---|
| PFE | F | -13.4% | |
| ABBV | F | -9.8% | |
| VZ | C | -9.25% | |
| T | A | -8.79% | |
| GILD | C | -5.14% | |
| IBM | C | -5.12% | |
| PM | B | -3.83% | |
| DUK | C | -3.27% | |
| MO | A | -3.18% | |
| AEP | C | -2.58% | |
| O | C | -2.51% | |
| VICI | C | -1.93% | |
| KHC | F | -1.93% | |
| ED | C | -1.85% | |
| SRE | A | -1.71% | |
| PPL | A | -1.48% | |
| K | A | -1.47% | |
| NLY | C | -1.43% | |
| FE | C | -1.42% | |
| EIX | B | -1.34% | |
| IP | A | -1.22% | |
| MPW | F | -1.04% | |
| AGNC | C | -1.03% | |
| NI | A | -0.91% | |
| PNW | A | -0.78% | |
| WPC | C | -0.76% | |
| WU | F | -0.73% | |
| ARCC | A | -0.46% | |
| GLPI | C | -0.44% | |
| OGE | A | -0.43% | |
| STAG | D | -0.4% | |
| FSK | A | -0.25% | |
| KD | B | -0.14% | |
| ONL | C | -0.07% |
CBSE: Top Represented Industries & Keywords
HDLB: Top Represented Industries & Keywords
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