ESGX vs. CBSE ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to Changebridge Capital Sustainable Equity ETF (CBSE)
ESGX
Tuttle Capital Shareholders First Index ETF
ESGX Description
ESGX invests in US-listed companies determined to have high shareholder value, unencumbered by ESG restrictions, such as political stances or conforming to a greater social goal of stakeholder capitalism. Using a proprietary methodology, the fund assigns stocks with shareholder value creation and financial metric scores. The shareholder value creation score considers information on corporate donations, advocacy, activities, and policies gathered from different data sources. The financial metrics score separately calculates a securitys one-year and five-year price performance, closing price, cash, revenue, debt-to-equity ratio, average dividend yield, profit margin, and market capitalization. Companies are ranked according to the highest shareholder value creation and financial metric scores. The fund selects and weights 50 companies from the resulting sets of filtered companies. The index is rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$26.09
Average Daily Volume
98
49
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
$34.25
Average Daily Volume
2,788
36
Performance
| Period | ESGX | CBSE |
|---|---|---|
| 30 Days | 3.15% | 9.15% |
| 60 Days | 2.13% | 10.96% |
| 90 Days | 11.60% | |
| 12 Months | 50.16% |
ESGX Overweight 47 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| VTRS | A | 2.48% | |
| GEF | A | 2.36% | |
| TYL | B | 2.36% | |
| RLI | B | 2.35% | |
| WST | C | 2.33% | |
| NWS | B | 2.33% | |
| SEIC | B | 2.29% | |
| EVRG | A | 2.28% | |
| VNO | B | 2.27% | |
| SLGN | A | 2.22% | |
| TPX | B | 2.21% | |
| JBHT | C | 2.21% | |
| PNR | A | 2.17% | |
| VRSN | F | 2.14% | |
| KIM | A | 2.11% | |
| SYY | B | 2.11% | |
| PNW | B | 2.09% | |
| FFIV | B | 2.09% | |
| KEYS | A | 2.08% | |
| IBOC | A | 2.06% | |
| EHC | B | 2.06% | |
| DXCM | D | 2.04% | |
| TDY | B | 2.03% | |
| DCI | B | 2.01% | |
| SYNA | C | 2.0% | |
| MANH | D | 1.92% | |
| CNP | B | 1.91% | |
| FRT | B | 1.91% | |
| HST | C | 1.89% | |
| RVTY | F | 1.88% | |
| MAA | B | 1.86% | |
| POOL | C | 1.84% | |
| LKQ | D | 1.82% | |
| SWKS | F | 1.8% | |
| O | D | 1.79% | |
| POST | C | 1.78% | |
| STE | F | 1.75% | |
| GPC | D | 1.71% | |
| WEX | D | 1.7% | |
| MCHP | D | 1.69% | |
| KNSL | B | 1.69% | |
| EGP | F | 1.68% | |
| LNTH | D | 1.63% | |
| BCO | D | 1.53% | |
| HII | D | 1.42% | |
| QRVO | F | 1.19% | |
| ENPH | F | 1.1% |
ESGX Underweight 34 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| LNG | B | -3.6% | |
| CCL | B | -3.36% | |
| VST | B | -3.31% | |
| RDDT | B | -3.01% | |
| BWXT | B | -2.91% | |
| DELL | C | -2.91% | |
| ON | D | -2.89% | |
| IBN | C | -2.87% | |
| SKY | A | -2.86% | |
| OSW | A | -2.84% | |
| STRL | B | -2.77% | |
| TDG | D | -2.75% | |
| VITL | D | -2.75% | |
| INTC | D | -2.74% | |
| NARI | C | -2.73% | |
| SCHW | B | -2.58% | |
| CPRI | F | -2.57% | |
| EME | C | -2.52% | |
| ERJ | B | -2.47% | |
| MC | C | -2.37% | |
| WTTR | B | -2.35% | |
| SPOT | B | -2.19% | |
| D | C | -2.15% | |
| SO | D | -2.11% | |
| BLBD | D | -2.04% | |
| OKLO | B | -2.04% | |
| NEE | D | -2.02% | |
| SCI | B | -1.94% | |
| ETR | B | -1.83% | |
| AMZN | C | -1.81% | |
| PL | A | -1.62% | |
| MGNI | A | -1.47% | |
| RIVN | F | -1.42% | |
| LCID | F | -1.39% |
ESGX: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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