CBSE vs. FOVL ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to iShares Focused Value Factor ETF (FOVL)
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
$29.04
Average Daily Volume
887
35
FOVL
iShares Focused Value Factor ETF
FOVL Description
The investment seeks to track the to track the investment results of the Focused Value Select Index, which is an objective, rules-based, equal-weighted equity index provided by FTSE Russell. The underlying index measures the performance of large- and mid-capitalization U.S. companies with prominent value factor characteristics, as determined by Russell. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.Grade (RS Rating)
Last Trade
$61.63
Average Daily Volume
14,109
40
Performance
| Period | CBSE | FOVL |
|---|---|---|
| 30 Days | 6.09% | 1.94% |
| 60 Days | 9.13% | 2.20% |
| 90 Days | 11.92% | 6.82% |
| 12 Months | 26.83% | 29.07% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in FOVL | Overlap |
|---|
CBSE Overweight 35 Positions Relative to FOVL
| 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 | A | 2.9% | |
| NU | B | 2.87% | |
| MSFT | C | 2.8% | |
| LRCX | D | 2.73% | |
| RDFN | C | 2.64% | |
| ICFI | B | 2.58% | |
| ECL | A | 2.57% | |
| TSM | B | 2.56% | |
| PANW | B | 2.55% | |
| DKNG | D | 2.54% | |
| NARI | D | 2.53% | |
| SN | A | 2.51% | |
| MMYT | B | 2.49% | |
| ERJ | C | 2.49% | |
| TDG | A | 2.44% | |
| TMDX | B | 2.41% | |
| CHK | C | 2.37% | |
| WTTR | B | 2.36% | |
| IBN | C | 2.3% | |
| BLBD | A | 2.25% | |
| OSW | A | 2.23% | |
| FTI | B | 2.19% | |
| GTLS | C | 1.95% | |
| BRCC | C | 1.85% | |
| HLX | B | 1.78% | |
| FCX | A | 1.6% |
CBSE Underweight 40 Positions Relative to FOVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TOL | B | -3.51% | |
| PNFP | C | -3.25% | |
| IBKR | B | -3.24% | |
| BLDR | D | -3.23% | |
| FYBR | B | -3.09% | |
| SF | A | -3.07% | |
| JPM | A | -2.94% | |
| WTM | B | -2.92% | |
| COF | B | -2.92% | |
| WLK | B | -2.86% | |
| SNV | A | -2.82% | |
| AXS | A | -2.74% | |
| ORI | A | -2.73% | |
| FHB | B | -2.71% | |
| FNB | A | -2.7% | |
| JHG | A | -2.68% | |
| WBS | D | -2.67% | |
| CNA | B | -2.58% | |
| LYB | C | -2.42% | |
| KMI | A | -2.42% | |
| AMG | D | -2.4% | |
| DFS | C | -2.4% | |
| PFG | C | -2.4% | |
| NUE | D | -2.38% | |
| UNM | B | -2.38% | |
| T | B | -2.37% | |
| CLF | D | -2.35% | |
| CUZ | B | -2.3% | |
| STT | B | -2.29% | |
| HPE | D | -2.25% | |
| AN | B | -2.25% | |
| LPX | A | -2.22% | |
| AGR | B | -2.18% | |
| THO | D | -2.17% | |
| PNW | B | -2.08% | |
| Z | D | -1.81% | |
| ALK | B | -1.8% | |
| LSXMK | F | -1.72% | |
| SNDR | D | -1.72% | |
| LLYVK | C | -0.67% |
CBSE: Top Represented Industries & Keywords
FOVL: Top Represented Industries & Keywords
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