PBJ vs. CBLS ETF Comparison
Comparison of PowerShares Dynamic Food & Beverage (PBJ) to Changebridge Capital Long/Short Equity ETF (CBLS)
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$47.61
Average Daily Volume
9,627
29
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
$25.39
Average Daily Volume
3,916
61
Performance
Period | PBJ | CBLS |
---|---|---|
30 Days | 0.41% | 0.35% |
60 Days | 5.82% | 2.67% |
90 Days | 4.41% | -2.43% |
12 Months | 17.47% | 36.11% |
1 Overlapping Holdings
Symbol | Grade | Weight in PBJ | Weight in CBLS | Overlap | |
---|---|---|---|---|---|
CTVA | A | 5.07% | -1.1% | -1.1% |
PBJ Overweight 28 Positions Relative to CBLS
Symbol | Grade | Weight | |
---|---|---|---|
KR | C | 5.23% | |
STZ | D | 5.22% | |
GIS | C | 5.11% | |
KDP | C | 4.97% | |
SYY | D | 4.96% | |
KO | C | 4.88% | |
KHC | F | 4.78% | |
VITL | C | 2.96% | |
SFM | A | 2.87% | |
CALM | A | 2.86% | |
PPC | C | 2.85% | |
TAP | D | 2.84% | |
AGRO | C | 2.82% | |
CAG | D | 2.78% | |
WING | C | 2.74% | |
WMK | D | 2.72% | |
FDP | C | 2.71% | |
CHEF | C | 2.69% | |
NOMD | D | 2.67% | |
FRPT | A | 2.65% | |
DOLE | C | 2.64% | |
ANDE | D | 2.64% | |
ADM | F | 2.61% | |
COKE | C | 2.6% | |
BG | F | 2.58% | |
KLG | F | 2.52% | |
IMKTA | F | 2.5% | |
TSN | D | 2.48% |
PBJ Underweight 60 Positions Relative to CBLS
Symbol | Grade | Weight | |
---|---|---|---|
STRL | B | -3.36% | |
LNG | A | -2.92% | |
SKY | C | -2.86% | |
CHK | C | -2.69% | |
SCI | D | -2.68% | |
BLBD | D | -2.64% | |
WTTR | B | -2.63% | |
NEM | C | -2.6% | |
IBN | C | -2.6% | |
OSW | B | -2.6% | |
BABA | A | -2.59% | |
ERJ | C | -2.59% | |
DELL | C | -2.58% | |
ETR | A | -2.53% | |
MMYT | B | -2.52% | |
BOWL | D | -2.49% | |
ICFI | C | -2.49% | |
NEE | C | -2.46% | |
TMDX | D | -2.43% | |
ASML | F | -2.42% | |
MGNI | D | -2.41% | |
ROL | C | -2.4% | |
SO | A | -2.38% | |
D | A | -2.36% | |
AER | C | -2.33% | |
AVGO | B | -2.26% | |
NU | D | -2.24% | |
WMT | A | -2.24% | |
ECL | C | -2.21% | |
UNH | B | -2.19% | |
COST | C | -2.18% | |
AMZN | C | -2.16% | |
MSFT | D | -2.03% | |
HUMA | F | -1.97% | |
ORCL | A | -1.94% | |
AMD | C | -1.93% | |
TDG | A | -1.54% | |
RTX | A | -1.5% | |
GD | C | -1.47% | |
KLAC | B | -1.29% | |
AFRM | C | --0.3% | |
VSAT | F | --0.84% | |
IBM | A | --0.91% | |
TTC | F | --0.94% | |
TASK | F | --0.97% | |
VRNT | F | --1.0% | |
ROK | D | --1.01% | |
ENR | B | --1.01% | |
KMT | C | --1.08% | |
CHH | A | --1.1% | |
PAYX | B | --1.12% | |
BC | C | --1.14% | |
FIVN | F | --1.15% | |
MIDD | D | --1.16% | |
DOOO | F | --1.29% | |
DFS | A | --1.29% | |
HOG | D | --1.35% | |
R | C | --1.63% | |
GIII | C | --1.63% | |
DE | C | --1.69% |
PBJ: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords