EHLS vs. CBLS ETF Comparison
Comparison of Even Herd Long Short ETF (EHLS) to Changebridge Capital Long/Short Equity ETF (CBLS)
EHLS
Even Herd Long Short ETF
EHLS Description
EHLS seeks long-term capital appreciation through a momentum-focused strategy that takes both long and short positions in US equity securities. In selecting securities, the fund employs a proprietary algorithm that emphasizes a dynamic, trend-focused analysis, instead of a strictly bottom-up valuation analysis, driven by price movements and other data points based on market trends and stock momentum. The sub-adviser may adjust its proprietary system that is continuously optimized and refined. The fund strategy involves taking long positions in equity securities exhibiting strong upward momentum and short positions in those showing downward momentum. The actively managed fund targets a net equity exposure from 40% to 90% net long, subject to adjustments based on market conditions. The fund aims to maintain 100% long and 10-60% short exposure. Short sales may include entering into swap agreements or the use of leverage.
Grade (RS Rating)
Last Trade
$20.34
Average Daily Volume
2,640
10
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
$25.95
Average Daily Volume
24,805
80
Performance
| Period | EHLS | CBLS |
|---|---|---|
| 30 Days | -1.84% | 1.01% |
| 60 Days | -0.38% | 8.34% |
| 90 Days | -0.62% | 11.28% |
| 12 Months | 33.19% |
0 Overlapping Holdings
| Symbol | Grade | Weight in EHLS | Weight in CBLS | Overlap |
|---|
EHLS Underweight 80 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -2.89% | |
| LLY | A | -2.76% | |
| LNG | B | -2.68% | |
| RDDT | B | -2.45% | |
| MMYT | B | -2.43% | |
| GTLS | D | -2.41% | |
| STRL | D | -2.29% | |
| IBN | A | -2.29% | |
| CRSP | F | -2.25% | |
| NU | B | -2.19% | |
| HLX | B | -2.19% | |
| ICFI | D | -2.17% | |
| MELI | B | -2.13% | |
| SN | C | -2.11% | |
| NARI | C | -2.1% | |
| OSW | B | -2.1% | |
| RIG | F | -2.09% | |
| SBUX | F | -2.07% | |
| ERJ | D | -2.07% | |
| WTTR | B | -2.06% | |
| AAPL | A | -2.05% | |
| ARCO | D | -2.04% | |
| MSFT | A | -2.04% | |
| BKNG | B | -2.02% | |
| LRCX | B | -2.02% | |
| TSM | A | -1.99% | |
| WMT | A | -1.99% | |
| CHK | D | -1.98% | |
| GD | D | -1.98% | |
| ECL | B | -1.98% | |
| ASML | A | -1.97% | |
| MGNI | B | -1.97% | |
| KLAC | B | -1.96% | |
| AER | B | -1.95% | |
| TDG | D | -1.95% | |
| DELL | C | -1.94% | |
| RTX | D | -1.93% | |
| SKY | F | -1.91% | |
| MU | C | -1.86% | |
| AVGO | B | -1.83% | |
| ONON | C | -0.96% | |
| SEDG | F | --0.33% | |
| PLUG | F | --0.48% | |
| NOW | A | --0.51% | |
| HAYW | F | --0.69% | |
| SITE | F | --0.7% | |
| CWAN | B | --0.71% | |
| TTC | C | --0.74% | |
| BC | F | --0.78% | |
| HELE | F | --0.79% | |
| LAD | F | --0.81% | |
| PAYX | D | --0.81% | |
| CTVA | D | --0.84% | |
| MIDD | F | --0.85% | |
| BXP | C | --0.87% | |
| BX | C | --0.87% | |
| ROK | D | --0.88% | |
| CHH | B | --0.88% | |
| ENR | C | --0.89% | |
| KEY | C | --0.9% | |
| ARE | C | --0.91% | |
| APO | B | --0.91% | |
| FAST | D | --0.93% | |
| IBM | B | --0.94% | |
| BGFV | F | --0.96% | |
| MPW | F | --0.96% | |
| OZK | D | --0.97% | |
| KMT | F | --0.98% | |
| CMA | C | --0.99% | |
| IR | C | --0.99% | |
| PH | D | --0.99% | |
| MTB | C | --1.04% | |
| ZION | C | --1.04% | |
| DASH | C | --1.17% | |
| GPS | C | --1.17% | |
| INTC | C | --1.34% | |
| HOG | F | --1.43% | |
| F | B | --1.44% | |
| DECK | C | --1.45% | |
| TSLA | B | --1.61% |
EHLS: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
Compare ETFs
