CBSE vs. COWS ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Amplify Cash Flow Dividend Leaders ETF (COWS)
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
$28.98
Average Daily Volume
853
35
COWS
Amplify Cash Flow Dividend Leaders ETF
COWS Description
COWS is an index tracking fund utilizing a replication strategy. The index strategy aims to invest in US stocks of companies perceived to be stable and pay dividends. The starting investment universe considers the 1000 most liquid US-listed companies, excluding the financial sector. Filtering this universe, the 100 highest ranked free cash flow yielding stocks, as measured by equally weighting the stocks average trailing and forward cash flow yield. Companies with no forward estimates for free cash flow yields or earnings are removed. The investment universe is then filtered to identify dividend paying stocks with three years of uninterrupted dividend growth. Stocks with a payout ratio greater than 75% are eliminated. The top 10% of dividend yielding stocks are selected for the index. This process results in 40-100 stocks being selected and initially equally weighted in the index. Industry exposure is capped at 24%. Index holdings are reconstituted and rebalanced on a quarterly basis.Grade (RS Rating)
Last Trade
$28.77
Average Daily Volume
9,795
10
Performance
Period | CBSE | COWS |
---|---|---|
30 Days | 4.96% | -2.65% |
60 Days | 8.30% | 2.29% |
90 Days | 11.66% | 7.34% |
12 Months | 24.56% |
0 Overlapping Holdings
Symbol | Grade | Weight in CBSE | Weight in COWS | Overlap |
---|
CBSE Overweight 35 Positions Relative to COWS
Symbol | Grade | Weight | |
---|---|---|---|
TCOM | A | 3.51% | |
INDI | F | 3.42% | |
HUMA | B | 3.38% | |
AVGO | C | 3.24% | |
ASML | D | 3.18% | |
AAPL | B | 3.1% | |
MU | B | 3.04% | |
NVDA | B | 3.02% | |
SKY | D | 2.91% | |
STRL | B | 2.9% | |
NU | C | 2.87% | |
MSFT | C | 2.8% | |
LRCX | D | 2.73% | |
RDFN | D | 2.64% | |
ICFI | C | 2.58% | |
ECL | A | 2.57% | |
TSM | B | 2.56% | |
PANW | B | 2.55% | |
DKNG | D | 2.54% | |
NARI | F | 2.53% | |
SN | A | 2.51% | |
MMYT | B | 2.49% | |
ERJ | B | 2.49% | |
TDG | A | 2.44% | |
TMDX | B | 2.41% | |
CHK | B | 2.37% | |
WTTR | B | 2.36% | |
IBN | B | 2.3% | |
BLBD | C | 2.25% | |
OSW | B | 2.23% | |
FTI | B | 2.19% | |
GTLS | B | 1.95% | |
BRCC | D | 1.85% | |
HLX | B | 1.78% | |
FCX | B | 1.6% |
CBSE: Top Represented Industries & Keywords
COWS: Top Represented Industries & Keywords