MDLV vs. CBLS ETF Comparison
Comparison of Morgan Dempsey Large Cap Value ETF (MDLV) to Changebridge Capital Long/Short Equity ETF (CBLS)
MDLV
Morgan Dempsey Large Cap Value ETF
MDLV Description
The investment seeks to provide a high level of current income and long-term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in dividend paying companies that the fund’s sub-adviser, Morgan Dempsey Capital Management, LLC (the “Sub-Adviser”), believes are attractively valued. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap companies, which it defines as companies larger than $25 billion in market capitalization.
Grade (RS Rating)
Last Trade
$27.38
Average Daily Volume
8,118
35
CBLS
Changebridge Capital Long/Short Equity ETF
CBLS Description
The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.78
Average Daily Volume
2,122
63
Performance
| Period | MDLV | CBLS |
|---|---|---|
| 30 Days | 0.14% | 4.21% |
| 60 Days | 0.70% | 5.17% |
| 90 Days | 3.79% | 4.99% |
| 12 Months | 20.78% | 35.40% |
MDLV Overweight 28 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | 4.0% | |
| LMT | D | 3.67% | |
| T | A | 3.48% | |
| C | A | 3.36% | |
| WEC | A | 3.33% | |
| CSCO | B | 3.25% | |
| CVX | A | 3.25% | |
| CMI | A | 3.24% | |
| PM | B | 3.16% | |
| IBM | C | 3.11% | |
| PRU | A | 3.0% | |
| MDT | D | 2.86% | |
| BIL | A | 2.76% | |
| CCI | D | 2.73% | |
| KO | D | 2.72% | |
| GILD | C | 2.71% | |
| VZ | C | 2.68% | |
| UPS | C | 2.62% | |
| LYB | F | 2.52% | |
| DUK | C | 2.45% | |
| ES | D | 2.36% | |
| MRK | F | 2.32% | |
| KHC | F | 2.26% | |
| PSX | C | 2.01% | |
| PG | A | 1.9% | |
| SBUX | A | 1.76% | |
| MCD | D | 1.67% | |
| RIO | D | 1.36% |
MDLV Underweight 56 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -3.31% | |
| LNG | B | -3.31% | |
| WTTR | B | -3.07% | |
| INTC | D | -2.91% | |
| AMZN | C | -2.83% | |
| GTLS | B | -2.81% | |
| MGNI | A | -2.76% | |
| WMT | A | -2.75% | |
| SKY | A | -2.73% | |
| BWXT | B | -2.7% | |
| COST | B | -2.64% | |
| ORCL | B | -2.62% | |
| STRL | B | -2.54% | |
| CCL | B | -2.49% | |
| RDDT | B | -2.45% | |
| OSW | A | -2.43% | |
| IBN | C | -2.38% | |
| ECL | D | -2.32% | |
| NARI | C | -2.3% | |
| RTX | C | -2.29% | |
| ROL | B | -2.28% | |
| D | C | -2.24% | |
| AER | B | -2.24% | |
| VST | B | -2.23% | |
| NEE | D | -2.12% | |
| ERJ | B | -2.12% | |
| HUMA | F | -2.11% | |
| SCHW | B | -2.08% | |
| MC | C | -1.98% | |
| SCI | B | -1.92% | |
| DELL | C | -1.91% | |
| TDG | D | -1.78% | |
| CRSP | D | -0.86% | |
| KLG | C | --0.49% | |
| KDP | D | --0.5% | |
| POST | C | --0.5% | |
| PEP | F | --0.51% | |
| DOOO | F | --0.9% | |
| TTC | D | --0.93% | |
| R | B | --0.95% | |
| GIII | D | --0.97% | |
| SIG | B | --1.07% | |
| MRNA | F | --1.15% | |
| MIDD | C | --1.16% | |
| ROK | B | --1.17% | |
| ENR | B | --1.19% | |
| AME | A | --1.2% | |
| NVO | D | --1.3% | |
| LLY | F | --1.37% | |
| F | C | --1.41% | |
| DE | A | --1.45% | |
| HELE | C | --1.71% | |
| VSAT | F | --1.75% | |
| GOGO | C | --1.77% | |
| NOW | A | --1.8% | |
| TSLA | B | --2.63% |
MDLV: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
Compare ETFs
