VCLN vs. CBSE ETF Comparison
Comparison of Virtus Duff & Phelps Clean Energy ETF (VCLN) to Changebridge Capital Sustainable Equity ETF (CBSE)
VCLN
Virtus Duff & Phelps Clean Energy ETF
VCLN Description
The investment seeks capital appreciation. Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of clean energy companies. The sub-adviser defines clean energy companies as those that derive at least 50% of their value from one or more of the following clean energy businesses: (a) the production of clean energy; (b) the provision of clean energy technology and equipment; or (c) the transmission and distribution of clean energy. It is non-diversified.
Grade (RS Rating)
Last Trade
$17.75
Average Daily Volume
1,036
24
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
$30.72
Average Daily Volume
3,134
36
Performance
| Period | VCLN | CBSE |
|---|---|---|
| 30 Days | -9.76% | 0.92% |
| 60 Days | -1.34% | 8.74% |
| 90 Days | 3.74% | 10.88% |
| 12 Months | -13.97% | 35.66% |
1 Overlapping Holdings
| Symbol | Grade | Weight in VCLN | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| GTLS | D | 2.15% | 2.45% | 2.15% |
VCLN Overweight 23 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| FSLR | C | 8.61% | |
| ENPH | F | 7.28% | |
| ED | D | 3.24% | |
| NEE | D | 3.22% | |
| ENLC | B | 2.85% | |
| RUN | F | 2.78% | |
| TEL | B | 2.57% | |
| AES | D | 2.53% | |
| ABBV | C | 2.51% | |
| SO | B | 2.04% | |
| AGX | C | 2.04% | |
| CWEN | D | 1.95% | |
| ETR | D | 1.74% | |
| GEV | B | 1.71% | |
| XYL | D | 1.61% | |
| MP | D | 1.48% | |
| HUBB | C | 1.23% | |
| FLNC | F | 1.15% | |
| NVT | D | 1.1% | |
| ARRY | F | 1.02% | |
| CEG | B | 0.77% | |
| SEDG | F | 0.76% | |
| PLUG | F | 0.6% |
VCLN Underweight 35 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -3.62% | |
| LNG | B | -3.23% | |
| STRL | D | -3.09% | |
| MMYT | B | -2.98% | |
| IBN | A | -2.81% | |
| LRCX | B | -2.79% | |
| LLY | A | -2.76% | |
| TSM | A | -2.75% | |
| ASML | A | -2.72% | |
| NU | B | -2.72% | |
| RDDT | B | -2.72% | |
| MSFT | A | -2.69% | |
| SN | C | -2.68% | |
| DELL | C | -2.67% | |
| SBUX | F | -2.6% | |
| MU | C | -2.57% | |
| HLX | B | -2.55% | |
| NARI | C | -2.52% | |
| AAPL | A | -2.45% | |
| ICFI | D | -2.4% | |
| AVGO | B | -2.39% | |
| ERJ | D | -2.36% | |
| SKY | F | -2.33% | |
| CHK | D | -2.31% | |
| CRSP | F | -2.28% | |
| TDG | D | -2.24% | |
| WTTR | B | -2.23% | |
| RIG | F | -2.23% | |
| MGNI | B | -2.2% | |
| ARCO | D | -2.16% | |
| OSW | B | -2.11% | |
| MELI | B | -2.08% | |
| KLAC | B | -1.99% | |
| PL | F | -1.84% | |
| ONON | C | -0.99% |
VCLN: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
Compare ETFs
