IVES vs. CBSE ETF Comparison
Comparison of Wedbush ETFMG Global Cloud Technology ETF (IVES) to Changebridge Capital Sustainable Equity ETF (CBSE)
IVES
Wedbush ETFMG Global Cloud Technology ETF
IVES Description
The Wedbush ETFMG Global Cloud Technology ETF (IVES) largely holds the “undercover gems” of cloud-based technology. The Fund’s investment objective seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Dan Ives Global Cloud Technology Prime Index. The Dan Ives Global Cloud Technology Prime Index (the “Index”) is an Index of Prime Indexes, a division of Level ETF Ventures LLC. The Index has been created to provide investors with a reference measure that enables them to track both event-driven news and long-term trends of cloud technology companies. The Index is designed to include the securities of companies across the globe engaged in providing infrastructure, equipment, connectivity, data back-up and storage services as well as data center management for enterprise-based software applications. Additionally, the constituents engaged in providing cloud-based software platforms that enable businesses to move data and software applications onto the cloud – cloud-enabling Software as a Service (SaaS) technologies. These companies are known collectively as “Cloud Technology Companies.”
Grade (RS Rating)
Last Trade
$49.21
Average Daily Volume
1,131
36
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 | IVES | CBSE |
|---|---|---|
| 30 Days | 7.17% | 9.15% |
| 60 Days | 5.41% | 10.96% |
| 90 Days | 7.27% | 11.60% |
| 12 Months | 43.26% | 50.16% |
IVES Overweight 33 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SNOW | C | 3.15% | |
| TEAM | A | 3.13% | |
| CFLT | B | 3.13% | |
| VRT | B | 2.83% | |
| GTLB | B | 2.72% | |
| MRVL | B | 2.67% | |
| MDB | C | 2.5% | |
| DDOG | A | 2.47% | |
| NVDA | C | 2.47% | |
| APPN | B | 2.4% | |
| CDNS | B | 2.4% | |
| ORCL | B | 2.37% | |
| SNPS | B | 2.35% | |
| HPQ | B | 2.22% | |
| HPE | B | 2.22% | |
| NTAP | C | 2.16% | |
| CIEN | B | 2.15% | |
| ANET | C | 2.15% | |
| MU | D | 2.12% | |
| AAPL | C | 2.12% | |
| GOOGL | C | 2.11% | |
| HCP | B | 2.1% | |
| MSFT | F | 2.09% | |
| WDC | D | 2.09% | |
| IBM | C | 2.07% | |
| AVGO | D | 1.95% | |
| QCOM | F | 1.94% | |
| JNPR | F | 1.92% | |
| DOCN | D | 1.91% | |
| AMD | F | 1.69% | |
| BABA | D | 1.56% | |
| SMCI | F | 1.52% | |
| MPWR | F | 1.29% |
IVES Underweight 33 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| LNG | B | -3.6% | |
| CCL | B | -3.36% | |
| VST | B | -3.31% | |
| RDDT | B | -3.01% | |
| ROL | B | -2.92% | |
| BWXT | B | -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% | |
| NARI | C | -2.73% | |
| GTLS | B | -2.65% | |
| 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% | |
| PL | A | -1.62% | |
| MGNI | A | -1.47% | |
| RIVN | F | -1.42% | |
| LCID | F | -1.39% |
IVES: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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