CBSE vs. PDP ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to PowerShares DWA Technical Leaders Portfolio (PDP)
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
$28.39
Average Daily Volume
6,254
Number of Holdings
*
38
* may have additional holdings in another (foreign) market
PDP
PowerShares DWA Technical Leaders Portfolio
PDP Description
The PowerShares DWA Momentum Portfolio (Fund) is based on the Dorsey Wright Technical Leaders™ Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index and ADRs based on the securities in the Index. The Index includes approximately 100 US-listed companies from a broad mid- and large-capitalization universe. The Index is constructed pursuant to Dorsey, Wright & Associates, LLC's proprietary methodology, which takes into account, among other factors, the performance of each of the 3,000 largest US-listed companies as compared to a benchmark index, and the relative performance of industry sectors and sub-sectors. The Fund and the Index are rebalanced and reconstituted quarterly. Effective on or about Oct. 4, 2013, the name of the Fund changed from PowerShares DWA Technical Leaders Portfolio to PowerShares DWA Momentum Portfolio.Grade (RS Rating)
Last Trade
$95.00
Average Daily Volume
14,495
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
| Period | CBSE | PDP |
|---|---|---|
| 30 Days | -0.28% | 2.68% |
| 60 Days | -8.03% | -4.00% |
| 90 Days | -5.50% | -0.85% |
| 12 Months | 22.78% | 18.40% |
CBSE Overweight 32 Positions Relative to PDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| ASML | F | 3.47% | |
| STRL | C | 3.26% | |
| SKY | B | 3.24% | |
| TMDX | C | 3.2% | |
| LULU | F | 3.03% | |
| ERJ | A | 2.94% | |
| SCI | B | 2.94% | |
| ROL | B | 2.91% | |
| CHK | F | 2.91% | |
| IBN | C | 2.85% | |
| MGNI | D | 2.83% | |
| DELL | F | 2.72% | |
| WTTR | C | 2.71% | |
| LNG | B | 2.7% | |
| NU | B | 2.69% | |
| ICFI | B | 2.57% | |
| NFE | F | 2.45% | |
| HUMA | D | 2.35% | |
| PL | D | 2.25% | |
| AMZN | D | 2.21% | |
| NEE | A | 2.11% | |
| OSW | D | 2.11% | |
| NEM | B | 2.09% | |
| D | A | 2.07% | |
| ETR | A | 2.07% | |
| SO | A | 2.02% | |
| RIG | F | 1.99% | |
| UNH | A | 1.98% | |
| BOWL | D | 1.93% | |
| RDFN | B | 1.89% | |
| JD | D | 1.85% | |
| BLBD | D | 1.48% |
CBSE Underweight 92 Positions Relative to PDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | B | -2.99% | |
| WRB | B | -2.77% | |
| TRGP | A | -2.63% | |
| CPRT | D | -2.55% | |
| ROP | C | -2.29% | |
| CDNS | D | -2.22% | |
| GWW | C | -2.13% | |
| MEDP | D | -1.74% | |
| COST | B | -1.73% | |
| TT | B | -1.72% | |
| ELF | F | -1.67% | |
| CTAS | B | -1.66% | |
| SNPS | D | -1.58% | |
| APP | B | -1.55% | |
| LLY | B | -1.53% | |
| ENTG | D | -1.44% | |
| NVR | B | -1.42% | |
| FIX | C | -1.36% | |
| TJX | B | -1.28% | |
| CMG | D | -1.27% | |
| PWR | C | -1.21% | |
| FANG | D | -1.16% | |
| THC | B | -1.13% | |
| V | A | -1.07% | |
| AMAT | F | -1.06% | |
| DECK | C | -0.98% | |
| MTSI | D | -0.98% | |
| URI | C | -0.96% | |
| ONTO | D | -0.95% | |
| HWM | B | -0.94% | |
| ARES | C | -0.92% | |
| BAH | B | -0.9% | |
| WFRD | F | -0.89% | |
| ISRG | B | -0.86% | |
| FICO | A | -0.86% | |
| CEG | D | -0.85% | |
| ANET | D | -0.83% | |
| WING | C | -0.81% | |
| META | C | -0.81% | |
| COKE | B | -0.8% | |
| ENSG | B | -0.76% | |
| KKR | B | -0.76% | |
| RCL | C | -0.76% | |
| CDW | D | -0.75% | |
| TTEK | B | -0.75% | |
| CSL | C | -0.74% | |
| ORCL | A | -0.71% | |
| AJG | A | -0.7% | |
| CLH | C | -0.69% | |
| AXON | B | -0.68% | |
| HRB | B | -0.67% | |
| IRM | B | -0.67% | |
| EVR | B | -0.67% | |
| GOOGL | D | -0.66% | |
| MUSA | B | -0.66% | |
| PRI | B | -0.66% | |
| BRO | A | -0.66% | |
| FCNCA | C | -0.65% | |
| APG | D | -0.64% | |
| APO | D | -0.64% | |
| NFLX | B | -0.64% | |
| HLI | B | -0.63% | |
| AIT | C | -0.63% | |
| NSIT | C | -0.63% | |
| PSN | B | -0.63% | |
| FLR | C | -0.62% | |
| USFD | B | -0.61% | |
| PHM | B | -0.61% | |
| TOL | B | -0.61% | |
| PH | B | -0.6% | |
| MAS | B | -0.6% | |
| ACGL | B | -0.59% | |
| MMC | A | -0.58% | |
| PSTG | F | -0.57% | |
| HUBB | C | -0.57% | |
| MCK | D | -0.56% | |
| LDOS | B | -0.56% | |
| TXRH | D | -0.56% | |
| NTRA | B | -0.56% | |
| KBR | C | -0.55% | |
| BJ | D | -0.53% | |
| AME | D | -0.53% | |
| PTC | D | -0.52% | |
| OC | D | -0.52% | |
| IR | D | -0.5% | |
| WLK | D | -0.5% | |
| ETN | D | -0.49% | |
| CROX | C | -0.48% | |
| HOOD | D | -0.48% | |
| BLD | D | -0.48% | |
| WSM | D | -0.45% | |
| LRCX | F | -0.39% |
CBSE: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Software - Infrastructure
Business Services
Semiconductor Equipment & Materials
Semiconductors
Specialty Retail
Utilities - Diversified
Utilities - Regulated Electric
Apparel Stores
Auto Manufacturers
Banks - Diversified
Banks - Regional - Asia
Biotechnology
Computer Systems
Engineering & Construction
Entertainment
Gold
Health Care Plans
Leisure
Medical Devices
PDP: Top Represented Industries & Keywords
Industries:
Engineering & Construction
Diversified Industrials
Semiconductor Equipment & Materials
Software - Infrastructure
Software - Application
Asset Management
Building Materials
Business Services
Information Technology Services
Insurance Brokers
Residential Construction
Restaurants
Semiconductors
Specialty Industrial Machinery
Specialty Retail
Aerospace & Defense
Capital Markets
Credit Services
Diagnostics & Research
Footwear & Accessories
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