CBSE vs. IDNA ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to iShares Genomics Immunology and Healthcare ETF (IDNA)
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
$34.25
Average Daily Volume
2,788
34
IDNA
iShares Genomics Immunology and Healthcare ETF
IDNA Description
The investment seeks to track the investment results of the NYSE FactSet Global Genomics and Immuno Biopharma Index. The fund generally will invest at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is composed of developed and emerging market companies that could benefit from the long-term growth and innovation in genomics, immunology and bioengineering. It is non-diversified.Grade (RS Rating)
Last Trade
$23.66
Average Daily Volume
30,038
34
Performance
| Period | CBSE | IDNA |
|---|---|---|
| 30 Days | 9.15% | -1.43% |
| 60 Days | 10.96% | -3.01% |
| 90 Days | 11.60% | -5.37% |
| 12 Months | 50.16% | 19.24% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in IDNA | Overlap | |
|---|---|---|---|---|---|
| CRSP | D | 0.91% | 0.98% | 0.91% |
CBSE Overweight 33 Positions Relative to IDNA
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | 3.42% | |
| LNG | B | 3.41% | |
| CCL | B | 3.27% | |
| MGNI | A | 3.06% | |
| VST | B | 3.03% | |
| ROL | B | 3.02% | |
| RDDT | B | 2.99% | |
| BWXT | B | 2.94% | |
| OSW | A | 2.9% | |
| TDG | D | 2.88% | |
| ERJ | B | 2.86% | |
| IBN | C | 2.85% | |
| INTC | D | 2.83% | |
| NARI | C | 2.82% | |
| SKY | A | 2.8% | |
| STRL | B | 2.71% | |
| GTLS | B | 2.7% | |
| WTTR | B | 2.69% | |
| PL | A | 2.69% | |
| HUMA | F | 2.56% | |
| OKLO | B | 2.4% | |
| DELL | C | 2.18% | |
| VITL | D | 2.1% | |
| SO | D | 2.09% | |
| D | C | 2.09% | |
| CPRI | F | 2.03% | |
| SCHW | B | 2.0% | |
| NEE | D | 1.94% | |
| SCI | B | 1.93% | |
| MC | C | 1.93% | |
| ON | D | 1.92% | |
| AMZN | C | 1.9% | |
| ETR | B | 1.79% |
CBSE Underweight 33 Positions Relative to IDNA
| Symbol | Grade | Weight | |
|---|---|---|---|
| EXEL | B | -6.67% | |
| RVMD | C | -5.9% | |
| GILD | C | -5.81% | |
| BGNE | D | -5.16% | |
| INCY | C | -4.99% | |
| ACLX | C | -4.09% | |
| SRPT | D | -3.75% | |
| MRK | F | -3.2% | |
| REGN | F | -3.11% | |
| SWTX | C | -2.8% | |
| TWST | D | -2.72% | |
| LGND | B | -2.4% | |
| GERN | D | -2.36% | |
| IOVA | F | -2.16% | |
| BEAM | D | -2.12% | |
| DVAX | C | -1.88% | |
| BCRX | D | -1.74% | |
| BPMC | C | -1.55% | |
| NRIX | D | -1.49% | |
| NVAX | F | -1.26% | |
| MRNA | F | -1.06% | |
| IBRX | C | -0.91% | |
| RCUS | F | -0.8% | |
| VIR | D | -0.72% | |
| ARCT | F | -0.49% | |
| OABI | F | -0.43% | |
| FDMT | F | -0.41% | |
| XNCR | B | -0.38% | |
| NTLA | F | -0.34% | |
| QURE | D | -0.33% | |
| DNA | F | -0.27% | |
| EDIT | F | -0.23% | |
| MGNX | F | -0.22% |
CBSE: Top Represented Industries & Keywords
IDNA: Top Represented Industries & Keywords
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