OCEN vs. CGBL ETF Comparison
Comparison of IQ Clean Oceans ETF (OCEN) to Capital Group Core Balanced ETF (CGBL)
OCEN
IQ Clean Oceans ETF
OCEN Description
The OCEN IQ Clean Oceans ETF tracks the IQ Clean Oceans Index, which seeks to track companies that help to protect and/or achieve cleaner oceans through reduced pollution and increased resource efficiency.
Grade (RS Rating)
Last Trade
$21.03
Average Daily Volume
142
Number of Holdings
*
22
* may have additional holdings in another (foreign) market
CGBL
Capital Group Core Balanced ETF
CGBL Description
In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.16
Average Daily Volume
334,062
Number of Holdings
*
59
* may have additional holdings in another (foreign) market
Performance
| Period | OCEN | CGBL |
|---|---|---|
| 30 Days | -6.73% | -0.80% |
| 60 Days | -7.58% | 1.04% |
| 90 Days | -4.94% | 2.80% |
| 12 Months | 5.37% | 21.40% |
OCEN Underweight 56 Positions Relative to CGBL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CGCP | C | -26.19% | |
| AVGO | C | -5.19% | |
| META | C | -3.01% | |
| TSM | B | -2.46% | |
| PM | A | -2.11% | |
| BKNG | A | -2.08% | |
| VRTX | C | -2.05% | |
| LLY | F | -1.94% | |
| GOOG | B | -1.87% | |
| APO | A | -1.66% | |
| HD | A | -1.65% | |
| GILD | B | -1.58% | |
| UNH | B | -1.45% | |
| AON | A | -1.26% | |
| LHX | B | -1.2% | |
| CMCSA | B | -1.14% | |
| AAPL | C | -1.13% | |
| RCL | A | -1.11% | |
| NVDA | B | -1.05% | |
| RGLD | C | -0.93% | |
| BX | A | -0.92% | |
| MA | A | -0.9% | |
| AJG | A | -0.88% | |
| DE | D | -0.84% | |
| GM | A | -0.8% | |
| BA | F | -0.8% | |
| DFS | A | -0.78% | |
| STZ | D | -0.78% | |
| VICI | C | -0.76% | |
| MO | A | -0.75% | |
| COF | A | -0.73% | |
| JPM | A | -0.72% | |
| CAT | B | -0.69% | |
| ORCL | A | -0.69% | |
| EXR | C | -0.68% | |
| ARES | B | -0.68% | |
| ATI | D | -0.68% | |
| AMZN | B | -0.67% | |
| REGN | F | -0.64% | |
| SBUX | A | -0.58% | |
| ICE | D | -0.53% | |
| DHI | D | -0.52% | |
| GE | D | -0.52% | |
| TDG | D | -0.51% | |
| COP | C | -0.51% | |
| ASML | F | -0.5% | |
| DRI | B | -0.49% | |
| OWL | A | -0.48% | |
| CME | A | -0.48% | |
| WFC | A | -0.48% | |
| KKR | A | -0.45% | |
| MSTR | B | -0.42% | |
| NUE | D | -0.39% | |
| LUV | A | -0.38% | |
| TMO | D | -0.38% | |
| AMAT | F | -0.32% |
OCEN: Top Represented Industries & Keywords
Industries:
Packaging & Containers
Semiconductors
Diversified Industrials
Solar
Drug Manufacturers - Major
Electronic Components
Footwear & Accessories
REIT - Residential
Scientific & Technical Instruments
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Utilities - Diversified
Utilities - Independent Power Producers
Utilities - Regulated Electric
Utilities - Regulated Water
Keywords:
S&P 500
Nasdaq 100
Electricity
Computing
Dow Jones Component
Natural Gas
Photovoltaic System
Photovoltaics
Alternative Energy
Beverage
Drink
Fabless Semiconductor Companies
Integrated Circuits
Inverter Systems
Inverters
Packaging
Pharmaceutical
Power Management
Power Systems
Renewable Energy
CGBL: Top Represented Industries & Keywords
Industries:
Asset Management
Credit Services
Semiconductors
Aerospace & Defense
Banks - Global
Biotechnology
Drug Manufacturers - Major
Farm & Construction Equipment
Financial Data & Stock Exchanges
Insurance Brokers
Internet Content & Information
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Tobacco
Airlines
Auto Manufacturers
Beverages - Wineries & Distilleries
Communication Equipment
Consumer Electronics
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