PXE vs. CBSE ETF Comparison
Comparison of PowerShares Dynamic Energy E&P (PXE) to Changebridge Capital Sustainable Equity ETF (CBSE)
PXE
PowerShares Dynamic Energy E&P
PXE Description
The PowerShares Energy Exploration & Production Portfolio (Fund) is based on the Dynamic Energy Exploration & Production IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is composed of stocks of 30 U.S. companies involved in the exploration and production of natural resources used to produce energy. These companies are engaged principally in exploration, extraction and production of crude oil and natural gas from land-based or offshore wells. These companies include petroleum refineries that process the crude oil into finished products, such as gasoline and automotive lubricants, and companies involved in gathering and processing natural gas, and manufacturing natural gas liquid. The Fund is rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$34.25
Average Daily Volume
47,648
29
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
$30.38
Average Daily Volume
1,483
35
Performance
| Period | PXE | CBSE |
|---|---|---|
| 30 Days | -4.65% | 11.81% |
| 60 Days | -4.33% | 9.53% |
| 90 Days | 8.63% | 13.02% |
| 12 Months | 36.25% | 35.22% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PXE | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| CHK | B | 2.9% | 2.23% | 2.23% |
PXE Overweight 28 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| VLO | D | 5.56% | |
| DVN | B | 5.13% | |
| CTRA | B | 5.08% | |
| FANG | B | 5.07% | |
| EOG | B | 5.06% | |
| COP | C | 4.97% | |
| MPC | D | 4.96% | |
| PSX | D | 4.65% | |
| CRK | C | 3.63% | |
| CNX | B | 3.15% | |
| SM | B | 3.12% | |
| RRC | B | 2.97% | |
| GPOR | C | 2.94% | |
| NFG | A | 2.86% | |
| CRGY | C | 2.82% | |
| MRO | D | 2.8% | |
| PR | B | 2.77% | |
| OVV | C | 2.74% | |
| CHRD | B | 2.74% | |
| MUR | C | 2.73% | |
| PBF | D | 2.66% | |
| MTDR | D | 2.57% | |
| DK | D | 2.54% | |
| APA | F | 2.4% | |
| DINO | D | 2.39% | |
| CRC | F | 2.21% | |
| CVI | F | 2.17% | |
| PARR | F | 1.83% |
PXE Underweight 34 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| HUMA | B | -3.7% | |
| TCOM | A | -3.18% | |
| STRL | B | -2.8% | |
| AVGO | C | -2.74% | |
| NARI | F | -2.7% | |
| SN | A | -2.68% | |
| TSM | B | -2.62% | |
| AAPL | B | -2.6% | |
| MSFT | C | -2.59% | |
| ERJ | B | -2.58% | |
| WTTR | B | -2.57% | |
| MU | B | -2.55% | |
| ASML | D | -2.55% | |
| LRCX | D | -2.52% | |
| NU | C | -2.48% | |
| PANW | B | -2.46% | |
| SKY | D | -2.46% | |
| OSW | B | -2.39% | |
| MGNI | F | -2.35% | |
| TMDX | B | -2.33% | |
| TDG | A | -2.33% | |
| ECL | A | -2.32% | |
| ICFI | C | -2.29% | |
| GTLS | B | -2.28% | |
| RDDT | C | -2.27% | |
| DKNG | D | -2.26% | |
| MELI | B | -2.24% | |
| IBN | B | -2.22% | |
| MMYT | B | -2.22% | |
| HLX | B | -2.21% | |
| FCX | B | -2.16% | |
| BLBD | C | -2.16% | |
| FTI | B | -2.15% | |
| LNG | D | -2.01% |
PXE: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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