FPXI vs. CBSE ETF Comparison
Comparison of First Trust International IPO ETF (FPXI) to Changebridge Capital Sustainable Equity ETF (CBSE)
FPXI
First Trust International IPO ETF
FPXI Description
The investment seeks investment results that correspond generally to the price andyield (before the fund's fees and expenses) of an index called the IPOXInternational Index. The fund will normally invest at least 90% of its net assets (plus the amount ofany borrowings for investment purposes) in common stocks and/or depositaryreceipts that comprise the index. The index is a market-cap weightedportfolio measuring the performance of the top 50 non-U.S. companies, includingcompanies domiciled in emerging markets, ranked quarterly by marketcapitalization in the IPOX(R) Global Composite Index (the "Base Index"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$48.56
Average Daily Volume
7,755
13
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
$30.98
Average Daily Volume
2,816
36
Performance
Period | FPXI | CBSE |
---|---|---|
30 Days | 1.27% | -0.74% |
60 Days | 0.53% | 2.29% |
90 Days | 9.82% | 6.73% |
12 Months | 29.77% | 45.19% |
FPXI Underweight 34 Positions Relative to CBSE
Symbol | Grade | Weight | |
---|---|---|---|
AMD | F | -3.32% | |
ERJ | C | -3.32% | |
OSW | A | -3.28% | |
SCI | A | -3.27% | |
ICFI | B | -3.19% | |
IBN | A | -3.18% | |
LNG | A | -3.14% | |
SKY | C | -3.08% | |
PCT | B | -3.07% | |
TDG | C | -3.0% | |
BWXT | B | -2.97% | |
ROL | D | -2.96% | |
DELL | A | -2.77% | |
PDD | C | -2.68% | |
OKLO | A | -2.57% | |
BA | F | -2.53% | |
HUMA | D | -2.52% | |
RDDT | A | -2.5% | |
ETR | A | -2.49% | |
BABA | B | -2.4% | |
D | B | -2.3% | |
SO | C | -2.28% | |
AMZN | A | -2.28% | |
NEE | D | -2.21% | |
GTLS | B | -2.19% | |
NEM | D | -2.14% | |
RDFN | C | -2.08% | |
TMDX | F | -2.03% | |
VST | B | -1.98% | |
AEHR | D | -1.96% | |
STRL | B | -1.95% | |
WTTR | D | -1.92% | |
PL | B | -1.28% | |
ASML | F | -0.72% |
FPXI: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords