CBSE vs. VCLN ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Virtus Duff & Phelps Clean Energy ETF (VCLN)
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
37
VCLN
Virtus Duff & Phelps Clean Energy ETF
VCLN Description
The investment seeks capital appreciation. Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of clean energy companies. The sub-adviser defines clean energy companies as those that derive at least 50% of their value from one or more of the following clean energy businesses: (a) the production of clean energy; (b) the provision of clean energy technology and equipment; or (c) the transmission and distribution of clean energy. It is non-diversified.Grade (RS Rating)
Last Trade
$19.28
Average Daily Volume
500
22
Performance
| Period | CBSE | VCLN |
|---|---|---|
| 30 Days | 6.89% | 3.77% |
| 60 Days | 10.41% | 9.95% |
| 90 Days | 1.90% | 8.61% |
| 12 Months | 46.32% | 22.61% |
CBSE Overweight 34 Positions Relative to VCLN
| Symbol | Grade | Weight | |
|---|---|---|---|
| STRL | B | 3.9% | |
| JD | A | 3.38% | |
| ERJ | C | 3.34% | |
| AMD | C | 3.29% | |
| AVGO | B | 3.29% | |
| TDG | A | 3.25% | |
| IBN | C | 3.24% | |
| ROL | C | 3.22% | |
| ICFI | C | 3.21% | |
| MMYT | B | 3.19% | |
| NU | D | 3.17% | |
| OSW | B | 3.15% | |
| SKY | C | 3.13% | |
| SCI | D | 3.11% | |
| MGNI | D | 3.09% | |
| BABA | A | 2.84% | |
| NEM | C | 2.51% | |
| ETR | A | 2.45% | |
| RDFN | C | 2.43% | |
| BOWL | D | 2.42% | |
| AMZN | C | 2.34% | |
| SPOT | C | 2.32% | |
| TMDX | D | 2.32% | |
| DELL | C | 2.29% | |
| D | A | 2.28% | |
| OC | C | 2.1% | |
| WTTR | B | 2.07% | |
| MSFT | D | 1.58% | |
| CHK | C | 1.5% | |
| HUMA | F | 1.49% | |
| ASML | F | 1.17% | |
| BLBD | D | 1.07% | |
| PL | D | 0.72% | |
| KLAC | B | 0.43% |
CBSE Underweight 19 Positions Relative to VCLN
CBSE: Top Represented Industries & Keywords
VCLN: Top Represented Industries & Keywords
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