CBSE vs. LUX ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Tema Luxury ETF (LUX)
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
$32.54
Average Daily Volume
2,813
33
LUX
Tema Luxury ETF
LUX Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in common and preferred stocks of publicly listed companies that are contained within a recognized global luxury index, such as the S&P 500 Global Luxury Index or other comparable luxury index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$21.88
Average Daily Volume
1,107
19
Performance
Period | CBSE | LUX |
---|---|---|
30 Days | 6.98% | -3.68% |
60 Days | 8.24% | -0.60% |
90 Days | 10.01% | -4.14% |
12 Months | 47.23% | -4.01% |
1 Overlapping Holdings
Symbol | Grade | Weight in CBSE | Weight in LUX | Overlap | |
---|---|---|---|---|---|
CCL | B | 2.01% | 2.3% | 2.01% |
CBSE Overweight 32 Positions Relative to LUX
Symbol | Grade | Weight | |
---|---|---|---|
SCI | B | 3.58% | |
OSW | B | 3.39% | |
LNG | B | 3.31% | |
ERJ | B | 3.27% | |
ICFI | C | 3.22% | |
SKY | B | 3.15% | |
IBN | C | 3.15% | |
ROL | C | 3.03% | |
DELL | C | 3.03% | |
TDG | D | 3.0% | |
RDFN | D | 3.0% | |
SPOT | A | 2.97% | |
AMD | F | 2.83% | |
BWXT | B | 2.76% | |
PCT | C | 2.75% | |
GTLS | B | 2.64% | |
PDD | F | 2.61% | |
NARI | C | 2.56% | |
BA | F | 2.5% | |
HUMA | F | 2.47% | |
AMZN | A | 2.38% | |
BABA | D | 2.38% | |
D | D | 2.3% | |
SO | D | 2.24% | |
NEE | D | 2.18% | |
OKLO | B | 2.13% | |
NEM | F | 2.05% | |
WTTR | B | 2.02% | |
STRL | B | 1.96% | |
VST | B | 1.9% | |
ETR | B | 1.87% | |
PL | B | 1.24% |
CBSE: Top Represented Industries & Keywords
LUX: Top Represented Industries & Keywords