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

Number of Holdings *

33

* may have additional holdings in another (foreign) market
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

Number of Holdings *

19

* may have additional holdings in another (foreign) market
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 Underweight 18 Positions Relative to LUX
Symbol Grade Weight
MAR A -4.25%
HLT A -4.0%
LVS C -1.89%
TOL B -1.65%
WSM F -1.18%
NCLH B -1.14%
WYNN C -0.83%
RL B -0.8%
ZGN F -0.75%
MGM D -0.62%
RH C -0.51%
H B -0.44%
MTN C -0.44%
SIG B -0.42%
PVH C -0.39%
HOG D -0.27%
CPRI F -0.25%
IPAR B -0.23%
Compare ETFs