CBSE vs. UPW ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to ProShares Ultra Utilities (UPW)
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
$30.76
Average Daily Volume
6,063
36
UPW
ProShares Ultra Utilities
UPW Description
The investment seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. UtilitiesSM Index. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as two times (2x) the daily return of the index. The index measures the performance of the utilities sector of the U.S. equity market. Component companies include, among others, electric utilities, gas utilities, multi-utilities and water utilities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$81.02
Average Daily Volume
6,717
31
Performance
| Period | CBSE | UPW |
|---|---|---|
| 30 Days | 1.37% | 12.55% |
| 60 Days | -2.70% | 26.68% |
| 90 Days | 2.10% | 32.58% |
| 12 Months | 38.31% | 51.08% |
CBSE Overweight 32 Positions Relative to UPW
| Symbol | Grade | Weight | |
|---|---|---|---|
| STRL | B | 3.31% | |
| NVDA | D | 3.28% | |
| SKY | C | 3.14% | |
| SCI | C | 3.09% | |
| ROL | C | 2.98% | |
| IBN | A | 2.94% | |
| CHK | D | 2.93% | |
| ERJ | C | 2.85% | |
| TDG | B | 2.77% | |
| MGNI | D | 2.75% | |
| LNG | C | 2.67% | |
| NU | B | 2.66% | |
| DELL | C | 2.65% | |
| ICFI | B | 2.61% | |
| RDFN | C | 2.56% | |
| AVGO | C | 2.56% | |
| MMYT | B | 2.55% | |
| TMDX | C | 2.52% | |
| WTTR | C | 2.52% | |
| NEM | B | 2.44% | |
| MSFT | C | 2.43% | |
| AMZN | C | 2.37% | |
| KLAC | D | 2.36% | |
| HUMA | D | 2.28% | |
| AMD | D | 2.23% | |
| ASML | F | 2.16% | |
| OSW | C | 2.11% | |
| PL | F | 2.11% | |
| UNH | C | 2.05% | |
| BOWL | F | 1.95% | |
| JD | C | 1.89% | |
| BLBD | C | 1.43% |
CBSE Underweight 27 Positions Relative to UPW
| Symbol | Grade | Weight | |
|---|---|---|---|
| DUK | B | -4.67% | |
| CEG | A | -3.12% | |
| AEP | C | -2.83% | |
| SRE | B | -2.69% | |
| PCG | B | -2.19% | |
| PEG | A | -2.16% | |
| EXC | B | -2.08% | |
| ED | C | -1.86% | |
| XEL | B | -1.85% | |
| EIX | C | -1.7% | |
| WEC | B | -1.56% | |
| AWK | C | -1.49% | |
| VST | A | -1.37% | |
| DTE | B | -1.34% | |
| ES | C | -1.24% | |
| PPL | B | -1.23% | |
| FE | C | -1.19% | |
| AEE | A | -1.16% | |
| CMS | B | -1.08% | |
| ATO | B | -1.06% | |
| CNP | D | -0.92% | |
| NRG | A | -0.87% | |
| NI | B | -0.79% | |
| LNT | B | -0.79% | |
| EVRG | B | -0.72% | |
| AES | C | -0.67% | |
| PNW | B | -0.53% |
CBSE: Top Represented Industries & Keywords
UPW: Top Represented Industries & Keywords
Compare ETFs
