EAGL vs. CBLS ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to Changebridge Capital Long/Short Equity ETF (CBLS)
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.
Grade (RS Rating)
Last Trade
$28.47
Average Daily Volume
51,669
24
CBLS
Changebridge Capital Long/Short Equity ETF
CBLS Description
The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.68
Average Daily Volume
1,925
63
Performance
| Period | EAGL | CBLS |
|---|---|---|
| 30 Days | 2.48% | 3.75% |
| 60 Days | 4.29% | 5.01% |
| 90 Days | 6.91% | 4.70% |
| 12 Months | 35.57% |
EAGL Overweight 22 Positions Relative to CBLS
EAGL Underweight 61 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | A | -3.31% | |
| LNG | A | -3.31% | |
| WTTR | A | -3.07% | |
| INTC | C | -2.91% | |
| GTLS | A | -2.81% | |
| MGNI | A | -2.76% | |
| WMT | A | -2.75% | |
| SKY | A | -2.73% | |
| BWXT | A | -2.7% | |
| COST | A | -2.64% | |
| ORCL | A | -2.62% | |
| STRL | A | -2.54% | |
| CCL | A | -2.49% | |
| RDDT | A | -2.45% | |
| OSW | B | -2.43% | |
| IBN | D | -2.38% | |
| ECL | D | -2.32% | |
| GD | D | -2.32% | |
| NARI | C | -2.3% | |
| RTX | D | -2.29% | |
| ROL | B | -2.28% | |
| D | C | -2.24% | |
| VST | A | -2.23% | |
| SO | C | -2.23% | |
| NEE | C | -2.12% | |
| ERJ | A | -2.12% | |
| HUMA | F | -2.11% | |
| SCHW | A | -2.08% | |
| MC | B | -1.98% | |
| ETR | A | -1.93% | |
| SCI | A | -1.92% | |
| DELL | B | -1.91% | |
| TDG | D | -1.78% | |
| CRSP | D | -0.86% | |
| KLG | D | --0.49% | |
| KDP | D | --0.5% | |
| POST | D | --0.5% | |
| GIS | F | --0.51% | |
| PEP | F | --0.51% | |
| DOOO | F | --0.9% | |
| TTC | F | --0.93% | |
| R | B | --0.95% | |
| GIII | D | --0.97% | |
| PFE | F | --1.06% | |
| SIG | C | --1.07% | |
| JNJ | D | --1.1% | |
| MRNA | F | --1.15% | |
| MIDD | D | --1.16% | |
| ROK | B | --1.17% | |
| ENR | A | --1.19% | |
| AME | A | --1.2% | |
| NVO | F | --1.3% | |
| LLY | F | --1.37% | |
| F | C | --1.41% | |
| DE | C | --1.45% | |
| HELE | C | --1.71% | |
| HSY | F | --1.75% | |
| VSAT | F | --1.75% | |
| GOGO | C | --1.77% | |
| NOW | B | --1.8% | |
| TSLA | A | --2.63% |
EAGL: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
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