MBOX vs. CBSE ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to Changebridge Capital Sustainable Equity ETF (CBSE)
MBOX
Freedom Day Dividend ETF
MBOX Description
The investment seeks dividend growth. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser (Freedom Day Solutions, LLC) believes have the potential to provide rising dividend income streams to the fund over time. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$34.77
Average Daily Volume
7,891
46
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
$34.06
Average Daily Volume
2,885
34
Performance
| Period | MBOX | CBSE |
|---|---|---|
| 30 Days | 3.08% | 7.38% |
| 60 Days | 2.48% | 10.76% |
| 90 Days | 2.39% | 10.99% |
| 12 Months | 30.66% | 49.33% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MBOX | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| DELL | B | 2.21% | 2.18% | 2.18% |
MBOX Overweight 45 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | A | 2.5% | |
| MLI | B | 2.43% | |
| JPM | A | 2.42% | |
| EOG | A | 2.41% | |
| UNH | B | 2.38% | |
| MS | A | 2.37% | |
| AVGO | D | 2.36% | |
| CARR | C | 2.33% | |
| PGR | A | 2.3% | |
| ET | A | 2.26% | |
| ACN | B | 2.24% | |
| LLY | F | 2.22% | |
| CINF | A | 2.21% | |
| FNF | B | 2.15% | |
| GRMN | B | 2.14% | |
| KR | B | 2.14% | |
| MATX | C | 2.14% | |
| INGR | C | 2.13% | |
| WSO | A | 2.13% | |
| HD | B | 2.13% | |
| TSCO | D | 2.1% | |
| EPD | A | 2.09% | |
| KBH | D | 2.08% | |
| AMGN | F | 2.07% | |
| OZK | B | 2.04% | |
| ABBV | F | 2.04% | |
| RSG | A | 2.04% | |
| TRV | B | 2.03% | |
| OC | A | 2.0% | |
| NSA | C | 2.0% | |
| CMCSA | B | 1.98% | |
| DKS | D | 1.98% | |
| CI | D | 1.95% | |
| MSFT | D | 1.89% | |
| NXST | C | 1.81% | |
| DE | B | 1.79% | |
| PEP | F | 1.76% | |
| KLAC | F | 1.73% | |
| PLD | F | 1.72% | |
| MDLZ | F | 1.68% | |
| HSY | F | 1.65% | |
| MPC | D | 1.59% | |
| WSM | C | 1.46% | |
| MCHP | F | 1.44% | |
| CQP | B | 1.37% |
MBOX Underweight 33 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | -3.42% | |
| LNG | A | -3.41% | |
| CCL | A | -3.27% | |
| MGNI | B | -3.06% | |
| VST | A | -3.03% | |
| ROL | B | -3.02% | |
| RDDT | A | -2.99% | |
| BWXT | B | -2.94% | |
| OSW | B | -2.9% | |
| TDG | D | -2.88% | |
| ERJ | A | -2.86% | |
| IBN | C | -2.85% | |
| INTC | C | -2.83% | |
| NARI | C | -2.82% | |
| SKY | A | -2.8% | |
| STRL | A | -2.71% | |
| GTLS | A | -2.7% | |
| WTTR | A | -2.69% | |
| PL | B | -2.69% | |
| HUMA | F | -2.56% | |
| OKLO | B | -2.4% | |
| VITL | D | -2.1% | |
| SO | C | -2.09% | |
| D | C | -2.09% | |
| CPRI | F | -2.03% | |
| SCHW | B | -2.0% | |
| NEE | C | -1.94% | |
| SCI | B | -1.93% | |
| MC | C | -1.93% | |
| ON | D | -1.92% | |
| AMZN | C | -1.9% | |
| ETR | B | -1.79% | |
| CRSP | D | -0.91% |
MBOX: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
Compare ETFs
