JHMU vs. CBSE ETF Comparison

Comparison of John Hancock Dynamic Municipal Bond ETF (JHMU) to Changebridge Capital Sustainable Equity ETF (CBSE)

JHMU

John Hancock Dynamic Municipal Bond ETF

JHMU Description

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities that compose the fund's index. The index is designed to comprise securities in the utilities sector within the U.S. Universe whose market capitalizations are larger than that of the 1001st largest U.S. company at the time of reconstitution. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.93

Average Daily Volume

518

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$31.07

Average Daily Volume

3,744

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JHMU	CBSE
30 Days	1.55%	2.56%
60 Days	1.28%	7.02%
90 Days	3.20%	0.88%
12 Months		42.70%

1 Overlapping Holdings

	Symbol	Grade	Weight in JHMU	Weight in CBSE	Overlap
	SO	A	4.69%	2.3%	2.3%

JHMU Overweight 9 Positions Relative to CBSE

Symbol	Grade	Weight
AEP	B	6.02%
DUK	B	5.11%
XEL	A	4.99%
SRE	A	4.92%
EXC	A	4.12%
ED	A	4.12%
EIX	A	4.09%
PEG	A	3.94%
DTE	A	3.83%

JHMU Underweight 36 Positions Relative to CBSE

Symbol	Grade	Weight
STRL	C	-3.9%
JD	A	-3.38%
ERJ	C	-3.34%
AMD	D	-3.29%
AVGO	C	-3.29%
TDG	A	-3.25%
IBN	C	-3.24%
ROL	B	-3.22%
ICFI	C	-3.21%
MMYT	D	-3.19%
NU	D	-3.17%
LNG	D	-3.15%
OSW	C	-3.15%
SKY	A	-3.13%
SCI	C	-3.11%
MGNI	D	-3.09%
BABA	A	-2.84%
NEM	C	-2.51%
ETR	A	-2.45%
RDFN	C	-2.43%
BOWL	F	-2.42%
NEE	A	-2.39%
AMZN	C	-2.34%
SPOT	B	-2.32%
TMDX	D	-2.32%
DELL	D	-2.29%
D	A	-2.28%
OC	B	-2.1%
WTTR	D	-2.07%
MSFT	C	-1.58%
CHK	C	-1.5%
HUMA	D	-1.49%
ASML	F	-1.17%
BLBD	D	-1.07%
PL	D	-0.72%
KLAC	D	-0.43%

JHMU: Top Represented Industries & Keywords

Industries: Utilities - Regulated Electric Utilities - Diversified