UTES vs. CBSE ETF Comparison
Comparison of Reaves Utilities ETF (UTES) to Changebridge Capital Sustainable Equity ETF (CBSE)
UTES
Reaves Utilities ETF
UTES Description
ETFis Series Trust I - Reaves Utilities ETF is an exchange traded fund launched and managed by Virtus ETF Advisers LLC. The fund is co-managed by W. H. Reaves & Co., Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating in the utilities sector. It invests in dividend yielding stocks of companies across all market capitalization. The fund employs fundamental analysis with a bottom-up stock picking approach with a focus on factors such as conservative capital structures, solid balance sheets, history of and/or potential for growing earnings and raising dividends, lower-than-market levels of volatility, correlation or similar characteristics earnings and cash flow potential, dividend prospects and tax treatment of dividends, strength of business franchises and estimates of net asset value to create its portfolio. ETFis Series Trust I - Reaves Utilities ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$64.88
Average Daily Volume
41,774
16
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
$31.21
Average Daily Volume
3,671
37
Performance
| Period | UTES | CBSE |
|---|---|---|
| 30 Days | 13.47% | 3.05% |
| 60 Days | 21.25% | 7.53% |
| 90 Days | 23.84% | 1.36% |
| 12 Months | 65.09% | 45.53% |
UTES Underweight 35 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| STRL | B | -3.9% | |
| JD | B | -3.38% | |
| ERJ | C | -3.34% | |
| AMD | D | -3.29% | |
| AVGO | C | -3.29% | |
| TDG | A | -3.25% | |
| IBN | C | -3.24% | |
| ROL | B | -3.22% | |
| ICFI | C | -3.21% | |
| MMYT | D | -3.19% | |
| NU | D | -3.17% | |
| LNG | A | -3.15% | |
| OSW | C | -3.15% | |
| SKY | B | -3.13% | |
| SCI | C | -3.11% | |
| MGNI | D | -3.09% | |
| BABA | A | -2.84% | |
| NEM | C | -2.51% | |
| RDFN | C | -2.43% | |
| BOWL | F | -2.42% | |
| AMZN | C | -2.34% | |
| SPOT | B | -2.32% | |
| TMDX | D | -2.32% | |
| SO | A | -2.3% | |
| DELL | C | -2.29% | |
| D | A | -2.28% | |
| OC | C | -2.1% | |
| WTTR | C | -2.07% | |
| MSFT | D | -1.58% | |
| CHK | D | -1.5% | |
| HUMA | D | -1.49% | |
| ASML | F | -1.17% | |
| BLBD | D | -1.07% | |
| PL | D | -0.72% | |
| KLAC | B | -0.43% |
UTES: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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