PXJ vs. CBSE ETF Comparison
Comparison of PowerShares Dynamic Oil Services (PXJ) to Changebridge Capital Sustainable Equity ETF (CBSE)
PXJ
PowerShares Dynamic Oil Services
PXJ Description
The PowerShares Dynamic Oil & Gas Services Portfolio (Fund) is based on the Dynamic Oil & Gas Services 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 thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is composed of stocks of 30 U.S. companies that assist in the production, processing and distribution of oil and gas. The Underlying Intellidex Index may include companies that are engaged in the drilling of oil and gas wells; manufacturing oil and gas field machinery and equipment; or providing services to the oil and gas industry, such as well analysis, platform and pipeline engineering and construction, logistics and transportation services, oil and gas well emergency management and geophysical data acquisition and processing. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$30.16
Average Daily Volume
24,235
28
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 | PXJ | CBSE |
|---|---|---|
| 30 Days | 7.52% | 7.38% |
| 60 Days | 1.80% | 10.76% |
| 90 Days | -0.92% | 10.99% |
| 12 Months | 7.65% | 49.33% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PXJ | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| WTTR | A | 3.51% | 2.69% | 2.69% |
PXJ Overweight 27 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BKR | A | 6.39% | |
| FTI | A | 5.59% | |
| SLB | C | 5.07% | |
| HAL | C | 5.06% | |
| PTEN | C | 4.72% | |
| NOV | C | 4.7% | |
| WFRD | D | 4.07% | |
| AROC | A | 3.4% | |
| WHD | B | 3.12% | |
| USAC | B | 3.02% | |
| TDW | F | 2.99% | |
| CLB | B | 2.98% | |
| OII | B | 2.91% | |
| HP | C | 2.88% | |
| DHT | F | 2.86% | |
| ACDC | B | 2.85% | |
| NVGS | D | 2.8% | |
| VTOL | B | 2.77% | |
| PUMP | C | 2.76% | |
| RES | D | 2.63% | |
| NBR | C | 2.61% | |
| HLX | B | 2.58% | |
| LBRT | D | 2.48% | |
| INSW | F | 2.41% | |
| ECO | F | 2.28% | |
| STNG | F | 2.2% | |
| LPG | F | 2.0% |
PXJ 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% | |
| PL | B | -2.69% | |
| HUMA | F | -2.56% | |
| OKLO | B | -2.4% | |
| DELL | B | -2.18% | |
| 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% |
PXJ: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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