SIMS vs. CBSE ETF Comparison
Comparison of SPDR S&P Kensho Intelligent Structures ETF (SIMS) to Changebridge Capital Sustainable Equity ETF (CBSE)
SIMS
SPDR S&P Kensho Intelligent Structures ETF
SIMS Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$35.48
Average Daily Volume
1,714
42
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
$31.30
Average Daily Volume
4,038
37
Performance
| Period | SIMS | CBSE |
|---|---|---|
| 30 Days | 7.02% | 6.89% |
| 60 Days | 8.37% | 10.41% |
| 90 Days | 5.92% | 1.90% |
| 12 Months | 16.32% | 46.32% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SIMS | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| WTTR | B | 2.7% | 2.07% | 2.07% |
SIMS Overweight 41 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARR | A | 3.4% | |
| PNR | C | 3.35% | |
| MWA | A | 3.26% | |
| BMI | A | 3.13% | |
| VLTO | A | 3.03% | |
| TTEK | A | 3.0% | |
| JCI | C | 2.95% | |
| GNRC | B | 2.93% | |
| ADTN | C | 2.7% | |
| REZI | D | 2.66% | |
| SLAB | D | 2.65% | |
| ITRI | C | 2.62% | |
| XYL | C | 2.62% | |
| ARLO | F | 2.42% | |
| ALRM | F | 2.35% | |
| PSN | A | 2.26% | |
| SHLS | F | 2.21% | |
| ROKU | C | 2.2% | |
| CHPT | F | 2.06% | |
| NRG | A | 1.89% | |
| BE | F | 1.86% | |
| BIDU | C | 1.83% | |
| ERII | C | 1.81% | |
| AYI | A | 1.76% | |
| AY | C | 1.68% | |
| NVEE | F | 1.68% | |
| TEL | D | 1.67% | |
| HON | C | 1.67% | |
| ROP | D | 1.66% | |
| AME | C | 1.66% | |
| ON | F | 1.62% | |
| GNTX | D | 1.5% | |
| CNM | F | 1.5% | |
| BP | F | 1.45% | |
| GTLS | D | 1.42% | |
| BLNK | F | 1.35% | |
| MVIS | D | 1.29% | |
| STM | F | 1.1% | |
| CWCO | F | 1.07% | |
| STEM | F | 0.58% | |
| REKR | F | 0.55% |
SIMS Underweight 36 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| STRL | B | -3.9% | |
| JD | A | -3.38% | |
| ERJ | C | -3.34% | |
| AMD | C | -3.29% | |
| AVGO | B | -3.29% | |
| TDG | A | -3.25% | |
| IBN | C | -3.24% | |
| ROL | C | -3.22% | |
| ICFI | C | -3.21% | |
| MMYT | B | -3.19% | |
| NU | D | -3.17% | |
| LNG | A | -3.15% | |
| OSW | B | -3.15% | |
| SKY | C | -3.13% | |
| SCI | D | -3.11% | |
| MGNI | D | -3.09% | |
| BABA | A | -2.84% | |
| NEM | C | -2.51% | |
| ETR | A | -2.45% | |
| RDFN | C | -2.43% | |
| BOWL | D | -2.42% | |
| NEE | C | -2.39% | |
| AMZN | C | -2.34% | |
| SPOT | C | -2.32% | |
| TMDX | D | -2.32% | |
| SO | A | -2.3% | |
| DELL | C | -2.29% | |
| D | A | -2.28% | |
| OC | C | -2.1% | |
| MSFT | D | -1.58% | |
| CHK | C | -1.5% | |
| HUMA | F | -1.49% | |
| ASML | F | -1.17% | |
| BLBD | D | -1.07% | |
| PL | D | -0.72% | |
| KLAC | B | -0.43% |
SIMS: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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