CBSE vs. NTSX ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to WisdomTree 90/60 U.S. Balanced Fund (NTSX)
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
$31.30
Average Daily Volume
4,038
Number of Holdings
*
37
* may have additional holdings in another (foreign) market
NTSX
WisdomTree 90/60 U.S. Balanced Fund
NTSX Description
The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.Grade (RS Rating)
Last Trade
$46.48
Average Daily Volume
66,273
Number of Holdings
*
490
* may have additional holdings in another (foreign) market
Performance
| Period | CBSE | NTSX |
|---|---|---|
| 30 Days | 6.89% | 3.00% |
| 60 Days | 10.41% | 9.10% |
| 90 Days | 1.90% | 3.85% |
| 12 Months | 46.32% | 36.14% |
14 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in NTSX | Overlap | |
|---|---|---|---|---|---|
| AMD | C | 3.29% | 0.33% | 0.33% | |
| AMZN | C | 2.34% | 2.34% | 2.34% | |
| AVGO | B | 3.29% | 0.97% | 0.97% | |
| D | A | 2.28% | 0.02% | 0.02% | |
| DELL | C | 2.29% | 0.12% | 0.12% | |
| ETR | A | 2.45% | 0.03% | 0.03% | |
| KLAC | B | 0.43% | 0.12% | 0.12% | |
| MSFT | D | 1.58% | 3.83% | 1.58% | |
| NEE | C | 2.39% | 0.19% | 0.19% | |
| NEM | C | 2.51% | 0.07% | 0.07% | |
| OC | C | 2.1% | 0.02% | 0.02% | |
| ROL | C | 3.22% | 0.03% | 0.03% | |
| SO | A | 2.3% | 0.12% | 0.12% | |
| TDG | A | 3.25% | 0.09% | 0.09% |
CBSE Overweight 23 Positions Relative to NTSX
| Symbol | Grade | Weight | |
|---|---|---|---|
| STRL | B | 3.9% | |
| JD | A | 3.38% | |
| ERJ | C | 3.34% | |
| IBN | C | 3.24% | |
| ICFI | C | 3.21% | |
| MMYT | B | 3.19% | |
| NU | D | 3.17% | |
| LNG | A | 3.15% | |
| OSW | B | 3.15% | |
| SKY | C | 3.13% | |
| SCI | D | 3.11% | |
| MGNI | D | 3.09% | |
| BABA | A | 2.84% | |
| RDFN | C | 2.43% | |
| BOWL | D | 2.42% | |
| SPOT | C | 2.32% | |
| TMDX | D | 2.32% | |
| WTTR | B | 2.07% | |
| CHK | C | 1.5% | |
| HUMA | F | 1.49% | |
| ASML | F | 1.17% | |
| BLBD | D | 1.07% | |
| PL | D | 0.72% |
CBSE Underweight 476 Positions Relative to NTSX
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -4.14% | |
| NVDA | B | -3.66% | |
| GOOGL | B | -2.43% | |
| META | A | -1.73% | |
| BRK.A | B | -1.16% | |
| LLY | D | -1.01% | |
| TSLA | C | -0.97% | |
| WMT | A | -0.74% | |
| JPM | C | -0.7% | |
| V | B | -0.68% | |
| UNH | B | -0.63% | |
| XOM | A | -0.6% | |
| MA | A | -0.56% | |
| ORCL | A | -0.54% | |
| PG | D | -0.49% | |
| COST | C | -0.46% | |
| JNJ | D | -0.45% | |
| HD | A | -0.45% | |
| ABBV | C | -0.4% | |
| NFLX | A | -0.38% | |
| BAC | B | -0.36% | |
| KO | C | -0.35% | |
| MRK | F | -0.34% | |
| CRM | B | -0.33% | |
| CVX | B | -0.32% | |
| TMUS | A | -0.29% | |
| TMO | D | -0.29% | |
| CSCO | A | -0.27% | |
| ADBE | F | -0.27% | |
| PEP | F | -0.26% | |
| MCD | A | -0.25% | |
| DHR | D | -0.24% | |
| IBM | A | -0.24% | |
| WFC | B | -0.24% | |
| ABT | C | -0.24% | |
| GE | B | -0.23% | |
| QCOM | D | -0.23% | |
| CAT | A | -0.23% | |
| PM | D | -0.22% | |
| TXN | C | -0.22% | |
| INTU | F | -0.22% | |
| AXP | A | -0.22% | |
| AMAT | C | -0.21% | |
| BX | C | -0.21% | |
| NOW | B | -0.21% | |
| ISRG | C | -0.2% | |
| RTX | A | -0.2% | |
| AMGN | D | -0.2% | |
| MS | A | -0.2% | |
| UBER | C | -0.19% | |
| GS | B | -0.19% | |
| SPGI | C | -0.19% | |
| LOW | C | -0.18% | |
| VZ | C | -0.18% | |
| BLK | A | -0.17% | |
| T | B | -0.17% | |
| PGR | B | -0.17% | |
| BKNG | B | -0.17% | |
| DIS | D | -0.16% | |
| NKE | D | -0.16% | |
| TJX | D | -0.16% | |
| CMCSA | B | -0.16% | |
| LMT | A | -0.16% | |
| UNP | F | -0.16% | |
| SYK | C | -0.16% | |
| COP | D | -0.15% | |
| ELV | F | -0.15% | |
| PFE | D | -0.15% | |
| MU | D | -0.15% | |
| HON | C | -0.15% | |
| BSX | A | -0.14% | |
| ADP | A | -0.14% | |
| LRCX | D | -0.14% | |
| ADI | B | -0.14% | |
| ANET | A | -0.14% | |
| UPS | D | -0.14% | |
| DE | C | -0.14% | |
| VRTX | D | -0.14% | |
| GILD | A | -0.13% | |
| MDLZ | D | -0.13% | |
| SBUX | B | -0.13% | |
| PANW | B | -0.13% | |
| MMC | D | -0.13% | |
| REGN | D | -0.13% | |
| SCHW | D | -0.13% | |
| KKR | A | -0.13% | |
| PLD | D | -0.12% | |
| APO | A | -0.12% | |
| CI | D | -0.12% | |
| C | B | -0.12% | |
| HCA | C | -0.12% | |
| DUK | C | -0.11% | |
| AMT | D | -0.11% | |
| SHW | C | -0.11% | |
| ZTS | C | -0.11% | |
| CL | D | -0.1% | |
| ABNB | D | -0.1% | |
| CEG | A | -0.1% | |
| EQIX | C | -0.1% | |
| PH | A | -0.1% | |
| CME | A | -0.1% | |
| MO | D | -0.1% | |
| PLTR | A | -0.1% | |
| BA | F | -0.1% | |
| ICE | A | -0.1% | |
| BMY | A | -0.1% | |
| SCCO | B | -0.1% | |
| EOG | B | -0.09% | |
| MAR | A | -0.09% | |
| APH | D | -0.09% | |
| BDX | C | -0.09% | |
| GD | C | -0.09% | |
| INTC | D | -0.09% | |
| WM | B | -0.09% | |
| NOC | B | -0.09% | |
| CDNS | D | -0.09% | |
| MCO | D | -0.09% | |
| CTAS | C | -0.09% | |
| ITW | C | -0.09% | |
| CMG | C | -0.09% | |
| MMM | C | -0.09% | |
| SNPS | F | -0.09% | |
| FCX | B | -0.09% | |
| FDX | F | -0.08% | |
| APD | C | -0.08% | |
| MPC | D | -0.08% | |
| EMR | B | -0.08% | |
| MET | A | -0.08% | |
| WDAY | D | -0.08% | |
| ORLY | A | -0.08% | |
| ECL | C | -0.08% | |
| CRWD | D | -0.08% | |
| MSI | A | -0.08% | |
| GEV | A | -0.08% | |
| WELL | C | -0.08% | |
| MRVL | C | -0.08% | |
| CSX | D | -0.08% | |
| DASH | A | -0.07% | |
| PSX | D | -0.07% | |
| ADSK | B | -0.07% | |
| SPG | A | -0.07% | |
| TTD | A | -0.07% | |
| O | C | -0.07% | |
| MNST | D | -0.07% | |
| AIG | C | -0.07% | |
| DHI | C | -0.07% | |
| FTNT | A | -0.07% | |
| COF | A | -0.07% | |
| SRE | C | -0.07% | |
| AFL | A | -0.07% | |
| GM | D | -0.07% | |
| NSC | C | -0.07% | |
| AJG | C | -0.07% | |
| TFC | D | -0.07% | |
| PSA | C | -0.07% | |
| HLT | A | -0.07% | |
| PNC | C | -0.07% | |
| CARR | A | -0.07% | |
| MCK | F | -0.07% | |
| KVUE | C | -0.06% | |
| AMP | A | -0.06% | |
| PPG | D | -0.06% | |
| PRU | B | -0.06% | |
| IQV | F | -0.06% | |
| CPRT | B | -0.06% | |
| OXY | D | -0.06% | |
| ALL | A | -0.06% | |
| KMB | D | -0.06% | |
| RSG | D | -0.06% | |
| STZ | D | -0.06% | |
| ET | A | -0.06% | |
| MCHP | F | -0.06% | |
| URI | C | -0.06% | |
| USB | C | -0.06% | |
| KDP | C | -0.06% | |
| EPD | A | -0.06% | |
| WMB | A | -0.06% | |
| AZO | D | -0.06% | |
| DLR | C | -0.06% | |
| BK | A | -0.06% | |
| CVS | D | -0.06% | |
| PAYX | B | -0.06% | |
| PCAR | D | -0.06% | |
| TRV | B | -0.06% | |
| OKE | A | -0.06% | |
| ROST | D | -0.06% | |
| ROP | D | -0.06% | |
| EXC | C | -0.06% | |
| LEN | C | -0.06% | |
| AEP | C | -0.06% | |
| CHTR | D | -0.06% | |
| TGT | C | -0.06% | |
| FIS | A | -0.06% | |
| CBRE | C | -0.05% | |
| VRSK | D | -0.05% | |
| NDAQ | C | -0.05% | |
| IR | A | -0.05% | |
| COIN | F | -0.05% | |
| IT | A | -0.05% | |
| LHX | A | -0.05% | |
| CNC | F | -0.05% | |
| EW | F | -0.05% | |
| AME | C | -0.05% | |
| HPQ | B | -0.05% | |
| OTIS | A | -0.05% | |
| DD | C | -0.05% | |
| PEG | A | -0.05% | |
| HWM | A | -0.05% | |
| HES | D | -0.05% | |
| PWR | A | -0.05% | |
| VICI | C | -0.05% | |
| PYPL | A | -0.05% | |
| GWW | B | -0.05% | |
| CTVA | A | -0.05% | |
| IDXX | D | -0.05% | |
| FICO | C | -0.05% | |
| GEHC | C | -0.05% | |
| MPWR | B | -0.05% | |
| APP | A | -0.05% | |
| KMI | A | -0.05% | |
| CMI | A | -0.05% | |
| SYY | D | -0.05% | |
| DAL | C | -0.05% | |
| ODFL | F | -0.05% | |
| CPNG | C | -0.05% | |
| HSY | D | -0.05% | |
| CTSH | B | -0.05% | |
| MSCI | B | -0.05% | |
| NUE | D | -0.05% | |
| TEAM | D | -0.05% | |
| GIS | C | -0.05% | |
| VLO | F | -0.05% | |
| F | D | -0.05% | |
| PCG | C | -0.05% | |
| A | B | -0.05% | |
| AXON | A | -0.04% | |
| HUBS | D | -0.04% | |
| CDW | D | -0.04% | |
| EBAY | A | -0.04% | |
| MTD | C | -0.04% | |
| EQR | C | -0.04% | |
| BKR | B | -0.04% | |
| FANG | D | -0.04% | |
| DTE | B | -0.04% | |
| HEI | C | -0.04% | |
| FTV | C | -0.04% | |
| TROW | D | -0.04% | |
| EVRG | C | -0.04% | |
| HAL | D | -0.04% | |
| WAB | A | -0.04% | |
| XYL | C | -0.04% | |
| LYV | A | -0.04% | |
| EFX | D | -0.04% | |
| MLM | F | -0.04% | |
| VST | A | -0.04% | |
| VRT | B | -0.04% | |
| ON | F | -0.04% | |
| ALNY | C | -0.04% | |
| HIG | A | -0.04% | |
| DFS | A | -0.04% | |
| ED | C | -0.04% | |
| EA | D | -0.04% | |
| IRM | B | -0.04% | |
| TRGP | A | -0.04% | |
| VEEV | C | -0.04% | |
| MPLX | B | -0.04% | |
| ROK | D | -0.04% | |
| EIX | C | -0.04% | |
| RMD | C | -0.04% | |
| YUM | C | -0.04% | |
| KR | C | -0.04% | |
| DVN | F | -0.04% | |
| VMC | D | -0.04% | |
| WEC | B | -0.04% | |
| DDOG | B | -0.04% | |
| EXR | D | -0.04% | |
| FAST | C | -0.04% | |
| GLW | C | -0.04% | |
| INCY | B | -0.03% | |
| HUBB | A | -0.03% | |
| DECK | B | -0.03% | |
| HRL | F | -0.03% | |
| IOT | C | -0.03% | |
| CINF | A | -0.03% | |
| NTRS | B | -0.03% | |
| LDOS | A | -0.03% | |
| CNP | B | -0.03% | |
| DLTR | F | -0.03% | |
| BLDR | C | -0.03% | |
| FOXA | B | -0.03% | |
| ULTA | D | -0.03% | |
| CAG | D | -0.03% | |
| TW | A | -0.03% | |
| WMG | D | -0.03% | |
| SSNC | C | -0.03% | |
| MGM | D | -0.03% | |
| ANSS | D | -0.03% | |
| BR | B | -0.03% | |
| TYL | D | -0.03% | |
| BALL | C | -0.03% | |
| ZBRA | B | -0.03% | |
| CE | D | -0.03% | |
| ZM | B | -0.03% | |
| SUI | D | -0.03% | |
| WLK | C | -0.03% | |
| KEYS | B | -0.03% | |
| MKL | B | -0.03% | |
| CPAY | A | -0.03% | |
| GPC | D | -0.03% | |
| PPL | C | -0.03% | |
| DKNG | C | -0.03% | |
| DOV | C | -0.03% | |
| BAX | D | -0.03% | |
| RF | B | -0.03% | |
| TSN | D | -0.03% | |
| ADM | F | -0.03% | |
| CHD | D | -0.03% | |
| RJF | B | -0.03% | |
| NTAP | D | -0.03% | |
| MKC | C | -0.03% | |
| FSLR | C | -0.03% | |
| PFG | A | -0.03% | |
| OMC | C | -0.03% | |
| K | B | -0.03% | |
| INVH | D | -0.03% | |
| BRO | A | -0.03% | |
| FITB | C | -0.03% | |
| VLTO | A | -0.03% | |
| TDY | A | -0.03% | |
| XEL | C | -0.03% | |
| WDC | C | -0.03% | |
| FCNCA | D | -0.03% | |
| CSGP | F | -0.03% | |
| SQ | D | -0.03% | |
| WST | D | -0.03% | |
| FE | C | -0.03% | |
| PHM | C | -0.03% | |
| DOW | B | -0.03% | |
| CAH | B | -0.03% | |
| MTB | A | -0.03% | |
| ARES | A | -0.03% | |
| GLPI | C | -0.03% | |
| NVR | C | -0.03% | |
| KHC | F | -0.03% | |
| UAL | A | -0.03% | |
| VTR | C | -0.03% | |
| HUM | F | -0.03% | |
| AVB | C | -0.03% | |
| ZS | F | -0.03% | |
| STT | A | -0.03% | |
| HPE | B | -0.03% | |
| TTWO | D | -0.03% | |
| RBLX | D | -0.03% | |
| NET | D | -0.03% | |
| AEE | A | -0.03% | |
| DRI | C | -0.03% | |
| TSCO | A | -0.03% | |
| EXPD | D | -0.02% | |
| HBAN | B | -0.02% | |
| MDB | D | -0.02% | |
| SOLV | C | -0.02% | |
| RS | D | -0.02% | |
| MORN | B | -0.02% | |
| OVV | D | -0.02% | |
| ACM | A | -0.02% | |
| AMH | D | -0.02% | |
| DXCM | F | -0.02% | |
| WSO | C | -0.02% | |
| SNA | C | -0.02% | |
| MRO | B | -0.02% | |
| FNF | C | -0.02% | |
| FDS | C | -0.02% | |
| MANH | A | -0.02% | |
| ROKU | C | -0.02% | |
| LNT | B | -0.02% | |
| DPZ | D | -0.02% | |
| GGG | C | -0.02% | |
| ELS | D | -0.02% | |
| MRNA | F | -0.02% | |
| WRB | C | -0.02% | |
| LVS | B | -0.02% | |
| PINS | D | -0.02% | |
| L | C | -0.02% | |
| BSY | D | -0.02% | |
| LBRDK | C | -0.02% | |
| BIIB | F | -0.02% | |
| BMRN | F | -0.02% | |
| H | B | -0.02% | |
| TWLO | B | -0.02% | |
| TXT | F | -0.02% | |
| GDDY | B | -0.02% | |
| WSM | C | -0.02% | |
| MAS | C | -0.02% | |
| CLX | C | -0.02% | |
| AVY | D | -0.02% | |
| NDSN | C | -0.02% | |
| JBL | C | -0.02% | |
| CCI | D | -0.02% | |
| IP | C | -0.02% | |
| PKG | B | -0.02% | |
| TAP | D | -0.02% | |
| LII | C | -0.02% | |
| KEY | B | -0.02% | |
| MOS | F | -0.02% | |
| CRBG | B | -0.02% | |
| DGX | D | -0.02% | |
| NWSA | D | -0.02% | |
| DT | B | -0.02% | |
| POOL | D | -0.02% | |
| BAH | C | -0.02% | |
| HOLX | D | -0.02% | |
| PODD | C | -0.02% | |
| LPLA | D | -0.02% | |
| ESS | D | -0.02% | |
| WAT | B | -0.02% | |
| SNOW | F | -0.02% | |
| ATO | A | -0.02% | |
| SNAP | D | -0.02% | |
| BBY | C | -0.02% | |
| AVTR | D | -0.02% | |
| STLD | C | -0.02% | |
| J | F | -0.02% | |
| CG | B | -0.02% | |
| WY | C | -0.02% | |
| HST | D | -0.02% | |
| LKQ | F | -0.02% | |
| BEN | F | -0.02% | |
| CFG | C | -0.02% | |
| AGR | C | -0.02% | |
| CSL | A | -0.02% | |
| EXPE | B | -0.02% | |
| TPL | A | -0.02% | |
| SYF | A | -0.02% | |
| AWK | D | -0.02% | |
| MAA | D | -0.02% | |
| AKAM | D | -0.02% | |
| PTC | B | -0.02% | |
| CMS | A | -0.02% | |
| MOH | F | -0.02% | |
| IPG | D | -0.02% | |
| KIM | C | -0.02% | |
| SWK | C | -0.02% | |
| ERIE | A | -0.02% | |
| ENTG | D | -0.02% | |
| WPC | C | -0.02% | |
| TER | C | -0.02% | |
| EL | D | -0.01% | |
| CF | A | -0.01% | |
| SJM | D | -0.01% | |
| VRSN | C | -0.01% | |
| EQT | C | -0.01% | |
| LUV | B | -0.01% | |
| ES | D | -0.01% | |
| WBD | F | -0.01% | |
| ILMN | B | -0.01% | |
| SBAC | C | -0.01% | |
| RPM | A | -0.01% | |
| ARE | D | -0.01% | |
| SWKS | F | -0.01% | |
| SMCI | F | -0.01% | |
| ALGN | D | -0.01% | |
| CPB | D | -0.01% | |
| GPN | F | -0.01% | |
| ENPH | F | -0.01% | |
| JBHT | D | -0.01% | |
| ACI | F | -0.01% | |
| RIVN | F | -0.01% | |
| IFF | D | -0.01% | |
| WBA | F | -0.01% | |
| IEX | D | -0.01% | |
| ZBH | F | -0.01% | |
| LW | D | -0.0% | |
| DG | F | -0.0% | |
| ALB | D | -0.0% | |
| CTRA | D | -0.0% | |
| EPAM | F | -0.0% |
CBSE: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Specialty Retail
Business Services
Leisure
Semiconductor Equipment & Materials
Semiconductors
Software - Infrastructure
Utilities - Diversified
Utilities - Regulated Electric
Auto Manufacturers
Banks - Diversified
Banks - Regional - Asia
Biotechnology
Building Materials
Computer Systems
Engineering & Construction
Entertainment
Gold
Internet Content & Information
Medical Devices
NTSX: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Asset Management
Business Services
Semiconductors
Banks - Regional - US
Capital Markets
Diagnostics & Research
Oil & Gas E&P
Aerospace & Defense
Drug Manufacturers - Major
Packaged Foods
Specialty Retail
REIT - Residential
Software - Infrastructure
Specialty Chemicals
Credit Services
Health Care Plans
Household & Personal Products
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