CBLS vs. FSST ETF Comparison
Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to Fidelity Sustainability U.S. Equity ETF (FSST)
CBLS
Changebridge Capital Long/Short Equity ETF
CBLS Description
The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.78
Average Daily Volume
2,122
Number of Holdings
*
68
* may have additional holdings in another (foreign) market
FSST
Fidelity Sustainability U.S. Equity ETF
FSST Description
FSST mainly invests in US companies that the fund adviser believes to have proven or improving sustainability practices. Evaluation of the companies impact characteristics may involve corporate engagement and its alignment with the United Nations Sustainable Development Goals using qualitative analysis as well as proprietary or third-party data. Their approach to sustainable investing not only considers ESG factors but fundamental ones as well, including financial conditions, industry positions, as well as market and economic conditions. Unlike other ETFs that disclose holdings on a daily basis, FSST publishes its full portfolio holdings monthly with a 30-day lag. A Tracking Basket Structure is in place which acts as a proxy portfolio and may include holdings from recent disclosures, other liquid ETFs as well as cash and cash equivalents in order to track the funds daily performance and facilitate arbitrage opportunities.Grade (RS Rating)
Last Trade
$27.94
Average Daily Volume
1,225
Number of Holdings
*
66
* may have additional holdings in another (foreign) market
Performance
| Period | CBLS | FSST |
|---|---|---|
| 30 Days | 4.21% | 2.99% |
| 60 Days | 5.17% | 4.26% |
| 90 Days | 4.99% | 5.87% |
| 12 Months | 35.40% | 32.59% |
CBLS Overweight 59 Positions Relative to FSST
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | 3.02% | |
| GTLS | B | 2.77% | |
| SKY | A | 2.73% | |
| BWXT | B | 2.7% | |
| COST | B | 2.62% | |
| STRL | B | 2.61% | |
| SCHW | B | 2.56% | |
| CCL | B | 2.54% | |
| EME | C | 2.53% | |
| VST | B | 2.46% | |
| OSW | A | 2.41% | |
| MC | C | 2.37% | |
| IBN | C | 2.36% | |
| WTTR | B | 2.33% | |
| D | C | 2.27% | |
| NARI | C | 2.26% | |
| RDDT | B | 2.26% | |
| SO | D | 2.24% | |
| ECL | D | 2.24% | |
| ROL | B | 2.23% | |
| AER | B | 2.22% | |
| ORCL | B | 2.06% | |
| BLBD | D | 2.06% | |
| WMT | A | 2.03% | |
| ETR | B | 1.96% | |
| INTC | D | 1.93% | |
| SCI | B | 1.93% | |
| ERJ | B | 1.85% | |
| TDG | D | 1.79% | |
| RTX | C | 1.72% | |
| GD | F | 1.69% | |
| MGNI | A | 1.31% | |
| DOOO | F | -0.44% | |
| KLG | C | -0.48% | |
| PEP | F | -0.48% | |
| KDP | D | -0.48% | |
| HRB | D | -0.5% | |
| GIS | D | -0.5% | |
| POST | C | -0.51% | |
| ENR | B | -0.67% | |
| GIII | D | -0.89% | |
| R | B | -0.91% | |
| TTC | D | -0.92% | |
| PFE | D | -1.0% | |
| CAG | D | -1.01% | |
| NVO | D | -1.01% | |
| SIG | B | -1.04% | |
| GOGO | C | -1.1% | |
| JNJ | D | -1.1% | |
| NVAX | F | -1.13% | |
| ROK | B | -1.13% | |
| MIDD | C | -1.15% | |
| AME | A | -1.18% | |
| F | C | -1.36% | |
| SNOW | C | -1.49% | |
| DUOL | A | -1.56% | |
| HSY | F | -1.69% | |
| HELE | C | -1.72% | |
| LLY | F | -1.79% |
CBLS Underweight 57 Positions Relative to FSST
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | -6.22% | |
| GOOGL | C | -3.43% | |
| PG | A | -2.98% | |
| MCO | B | -2.6% | |
| CI | F | -2.51% | |
| CRM | B | -2.3% | |
| AXP | A | -2.28% | |
| DIS | B | -2.24% | |
| MA | C | -2.15% | |
| LIN | D | -2.1% | |
| LOW | D | -1.99% | |
| BLK | C | -1.9% | |
| MRK | F | -1.79% | |
| BKR | B | -1.76% | |
| KBR | F | -1.61% | |
| PLD | D | -1.53% | |
| DHR | F | -1.46% | |
| GILD | C | -1.41% | |
| AVY | D | -1.32% | |
| HLT | A | -1.24% | |
| JCI | C | -1.24% | |
| TSLA | B | -1.22% | |
| CNC | D | -1.13% | |
| TMHC | B | -1.09% | |
| AYI | B | -1.07% | |
| CCK | C | -1.06% | |
| ICLR | D | -1.05% | |
| CMCSA | B | -1.03% | |
| EL | F | -0.99% | |
| NFLX | A | -0.97% | |
| UPS | C | -0.91% | |
| ZTS | D | -0.84% | |
| RRX | B | -0.83% | |
| PSA | D | -0.82% | |
| TGNA | B | -0.79% | |
| VLTO | D | -0.78% | |
| IR | B | -0.77% | |
| C | A | -0.77% | |
| FSLR | F | -0.73% | |
| CDW | F | -0.73% | |
| SBUX | A | -0.71% | |
| MAN | D | -0.68% | |
| GEN | B | -0.65% | |
| BAC | A | -0.64% | |
| DFS | B | -0.64% | |
| CWEN | C | -0.62% | |
| AMD | F | -0.6% | |
| GNRC | B | -0.59% | |
| PHM | D | -0.55% | |
| NTRS | A | -0.55% | |
| HIG | B | -0.52% | |
| EXAS | D | -0.51% | |
| ACN | C | -0.51% | |
| TKR | D | -0.5% | |
| NXPI | D | -0.47% | |
| MRNA | F | -0.31% | |
| ESNT | D | -0.26% |
CBLS: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Packaged Foods
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Software - Application
Auto Manufacturers
Beverages - Soft Drinks
Biotechnology
Discount Stores
Engineering & Construction
Leisure
Personal Services
Software - Infrastructure
Utilities - Diversified
Utilities - Regulated Electric
Airports & Air Services
Apparel Manufacturing
Asset Management
Banks - Regional - Asia
FSST: Top Represented Industries & Keywords
Industries:
Semiconductors
Credit Services
Diagnostics & Research
Diversified Industrials
Software - Application
Asset Management
Banks - Global
Drug Manufacturers - Major
Engineering & Construction
Health Care Plans
Household & Personal Products
Information Technology Services
Media - Diversified
REIT - Industrial
Residential Construction
Utilities - Regulated Electric
Auto Manufacturers
Biotechnology
Broadcasting - TV
Business Equipment
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