CBLS vs. SCHZ ETF Comparison
Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to Schwab US Aggregate Bond ETF (SCHZ)
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
$26.83
Average Daily Volume
2,139
63
SCHZ
Schwab US Aggregate Bond ETF
SCHZ Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.Grade (RS Rating)
Last Trade
$22.95
Average Daily Volume
1,160,500
539
Performance
Period | CBLS | SCHZ |
---|---|---|
30 Days | 4.28% | -0.82% |
60 Days | 5.58% | -3.18% |
90 Days | 5.18% | -2.17% |
12 Months | 35.65% | 6.03% |
27 Overlapping Holdings
Symbol | Grade | Weight in CBLS | Weight in SCHZ | Overlap | |
---|---|---|---|---|---|
AER | A | 2.24% | 0.0% | 0.0% | |
AMZN | C | 2.83% | 0.0% | 0.0% | |
COST | A | 2.64% | 0.0% | 0.0% | |
D | C | 2.24% | 0.0% | 0.0% | |
DE | B | -1.45% | 0.0% | -1.45% | |
DELL | B | 1.91% | 0.0% | 0.0% | |
ECL | D | 2.32% | 0.0% | 0.0% | |
ETR | B | 1.93% | 0.0% | 0.0% | |
GD | D | 2.32% | 0.0% | 0.0% | |
GIS | D | -0.51% | 0.0% | -0.51% | |
HSY | F | -1.75% | 0.0% | -1.75% | |
INTC | C | 2.91% | 0.0% | 0.0% | |
JNJ | C | -1.1% | 0.0% | -1.1% | |
KDP | F | -0.5% | 0.0% | -0.5% | |
LLY | F | -1.37% | 0.0% | -1.37% | |
NEE | C | 2.12% | 0.0% | 0.0% | |
NOW | A | -1.8% | 0.01% | -1.8% | |
NVDA | B | 3.31% | 0.0% | 0.0% | |
ORCL | A | 2.62% | 0.0% | 0.0% | |
PEP | F | -0.51% | 0.0% | -0.51% | |
PFE | F | -1.06% | 0.0% | -1.06% | |
R | B | -0.95% | 0.0% | -0.95% | |
ROK | C | -1.17% | 0.0% | -1.17% | |
RTX | D | 2.29% | 0.0% | 0.0% | |
SCHW | B | 2.08% | 0.0% | 0.0% | |
SO | C | 2.23% | 0.0% | 0.0% | |
WMT | A | 2.75% | 0.0% | 0.0% |
CBLS Overweight 36 Positions Relative to SCHZ
Symbol | Grade | Weight | |
---|---|---|---|
LNG | A | 3.31% | |
WTTR | A | 3.07% | |
GTLS | A | 2.81% | |
MGNI | B | 2.76% | |
SKY | A | 2.73% | |
BWXT | B | 2.7% | |
STRL | A | 2.54% | |
CCL | A | 2.49% | |
RDDT | A | 2.45% | |
OSW | B | 2.43% | |
IBN | C | 2.38% | |
NARI | C | 2.3% | |
ROL | B | 2.28% | |
VST | A | 2.23% | |
ERJ | A | 2.12% | |
HUMA | F | 2.11% | |
MC | C | 1.98% | |
SCI | B | 1.92% | |
TDG | D | 1.78% | |
CRSP | D | 0.86% | |
KLG | B | -0.49% | |
POST | C | -0.5% | |
DOOO | F | -0.9% | |
TTC | C | -0.93% | |
GIII | D | -0.97% | |
SIG | B | -1.07% | |
MRNA | F | -1.15% | |
MIDD | C | -1.16% | |
ENR | B | -1.19% | |
AME | A | -1.2% | |
NVO | F | -1.3% | |
F | C | -1.41% | |
HELE | C | -1.71% | |
VSAT | F | -1.75% | |
GOGO | C | -1.77% | |
TSLA | B | -2.63% |
CBLS Underweight 512 Positions Relative to SCHZ
Symbol | Grade | Weight | |
---|---|---|---|
WIT | B | -0.08% | |
UHS | D | -0.01% | |
CHD | A | -0.01% | |
DLTR | F | -0.01% | |
MCHP | F | -0.01% | |
BIIB | F | -0.01% | |
STLA | F | -0.01% | |
EDC | F | -0.01% | |
CTS | C | -0.01% | |
DD | C | -0.01% | |
MDT | D | -0.01% | |
DT | D | -0.01% | |
COO | D | -0.0% | |
VLY | B | -0.0% | |
OCSL | F | -0.0% | |
WBS | A | -0.0% | |
GPC | D | -0.0% | |
SAN | D | -0.0% | |
SIGI | C | -0.0% | |
SAVE | F | -0.0% | |
GXO | B | -0.0% | |
SAFE | F | -0.0% | |
EPRT | B | -0.0% | |
SUI | C | -0.0% | |
VNO | C | -0.0% | |
SKT | A | -0.0% | |
ALB | B | -0.0% | |
CDNS | B | -0.0% | |
CBT | D | -0.0% | |
COKE | C | -0.0% | |
CACC | D | -0.0% | |
FAF | A | -0.0% | |
TKR | D | -0.0% | |
THG | A | -0.0% | |
TEL | B | -0.0% | |
PRE | D | -0.0% | |
AVA | A | -0.0% | |
VMI | B | -0.0% | |
WRB | A | -0.0% | |
TME | D | -0.0% | |
FTNT | C | -0.0% | |
KMPR | A | -0.0% | |
FLO | D | -0.0% | |
DAL | B | -0.0% | |
NEU | D | -0.0% | |
BC | C | -0.0% | |
PSEC | D | -0.0% | |
STE | D | -0.0% | |
CTVA | C | -0.0% | |
PWR | A | -0.0% | |
GBDC | D | -0.0% | |
XRAY | F | -0.0% | |
CHH | A | -0.0% | |
AIZ | A | -0.0% | |
AMH | C | -0.0% | |
TSCO | D | -0.0% | |
BDN | C | -0.0% | |
JD | D | -0.0% | |
MHK | D | -0.0% | |
LAZ | B | -0.0% | |
KEX | B | -0.0% | |
EPR | C | -0.0% | |
HOG | D | -0.0% | |
HP | C | -0.0% | |
ROST | D | -0.0% | |
SBRA | C | -0.0% | |
MCY | A | -0.0% | |
NFG | A | -0.0% | |
BKU | A | -0.0% | |
KMT | B | -0.0% | |
CHRW | B | -0.0% | |
BBY | D | -0.0% | |
SCS | C | -0.0% | |
DRI | B | -0.0% | |
AVY | F | -0.0% | |
INVH | D | -0.0% | |
REXR | F | -0.0% | |
EA | A | -0.0% | |
HR | B | -0.0% | |
RS | B | -0.0% | |
IDA | A | -0.0% | |
AAP | D | -0.0% | |
EXP | B | -0.0% | |
DXC | B | -0.0% | |
DOX | D | -0.0% | |
ILMN | C | -0.0% | |
XYL | D | -0.0% | |
LXP | D | -0.0% | |
BCSF | C | -0.0% | |
PDM | D | -0.0% | |
SLG | B | -0.0% | |
SNV | C | -0.0% | |
GSBD | F | -0.0% | |
ADC | A | -0.0% | |
ZION | B | -0.0% | |
INGR | C | -0.0% | |
NVR | D | -0.0% | |
WTRG | B | -0.0% | |
OSK | C | -0.0% | |
CE | F | -0.0% | |
AGO | B | -0.0% | |
EG | C | -0.0% | |
NHI | D | -0.0% | |
TRMB | B | -0.0% | |
DOV | A | -0.0% | |
SITC | D | -0.0% | |
OPI | F | -0.0% | |
G | B | -0.0% | |
AYI | B | -0.0% | |
STLD | B | -0.0% | |
OC | A | -0.0% | |
CTRA | B | -0.0% | |
LNC | C | -0.0% | |
MCO | B | -0.0% | |
MAIN | A | -0.0% | |
MTB | A | -0.0% | |
HUBB | B | -0.0% | |
CUBE | C | -0.0% | |
TPR | B | -0.0% | |
JNPR | D | -0.0% | |
ORI | A | -0.0% | |
H | B | -0.0% | |
WEC | A | -0.0% | |
VRSN | C | -0.0% | |
HII | F | -0.0% | |
RPM | A | -0.0% | |
SWX | B | -0.0% | |
ESGR | B | -0.0% | |
OGE | A | -0.0% | |
HPP | F | -0.0% | |
PNR | A | -0.0% | |
EW | C | -0.0% | |
VFC | C | -0.0% | |
VNT | C | -0.0% | |
LII | A | -0.0% | |
WB | D | -0.0% | |
FMC | D | -0.0% | |
FRT | B | -0.0% | |
PCAR | B | -0.0% | |
PFG | D | -0.0% | |
NWE | B | -0.0% | |
OGS | A | -0.0% | |
FHN | A | -0.0% | |
ADI | D | -0.0% | |
SWKS | F | -0.0% | |
NVT | B | -0.0% | |
SNA | A | -0.0% | |
NTAP | C | -0.0% | |
GL | C | -0.0% | |
NNN | C | -0.0% | |
RL | C | -0.0% | |
URI | C | -0.0% | |
EFX | F | -0.0% | |
ARW | D | -0.0% | |
WU | F | -0.0% | |
AGR | A | -0.0% | |
AMG | B | -0.0% | |
AJG | A | -0.0% | |
L | A | -0.0% | |
SPGI | C | -0.0% | |
ESS | B | -0.0% | |
DGX | A | -0.0% | |
HAS | D | -0.0% | |
AWH | F | -0.0% | |
ORLY | B | -0.0% | |
AN | C | -0.0% | |
RNR | C | -0.0% | |
PHM | D | -0.0% | |
PSA | C | -0.0% | |
PVH | C | -0.0% | |
BEN | C | -0.0% | |
SF | B | -0.0% | |
AXS | A | -0.0% | |
MOS | F | -0.0% | |
JBLU | F | -0.0% | |
CTAS | B | -0.0% | |
UNM | A | -0.0% | |
VMC | B | -0.0% | |
HIW | C | -0.0% | |
DSS | F | -0.0% | |
PPG | F | -0.0% | |
FNF | B | -0.0% | |
AES | F | -0.0% | |
AMCR | C | -0.0% | |
LEN | D | -0.0% | |
MKL | A | -0.0% | |
ADP | A | -0.0% | |
HRL | D | -0.0% | |
APD | A | -0.0% | |
REG | A | -0.0% | |
IPG | D | -0.0% | |
GP | F | -0.0% | |
EMR | B | -0.0% | |
RF | A | -0.0% | |
EE | A | -0.0% | |
PLD | F | -0.0% | |
SWK | D | -0.0% | |
BR | A | -0.0% | |
EVRG | A | -0.0% | |
IEX | C | -0.0% | |
FLS | B | -0.0% | |
AFG | A | -0.0% | |
CMA | B | -0.0% | |
WHR | B | -0.0% | |
ALLE | C | -0.0% | |
LEG | F | -0.0% | |
HRB | D | -0.0% | |
CNO | B | -0.0% | |
CNH | C | -0.0% | |
KSS | F | -0.0% | |
DOC | C | -0.0% | |
KRG | B | -0.0% | |
WM | B | -0.0% | |
BWA | D | -0.0% | |
EL | F | -0.0% | |
CMI | A | -0.0% | |
MKC | C | -0.0% | |
BAX | F | -0.0% | |
IVZ | B | -0.0% | |
WLK | D | -0.0% | |
CBOE | C | -0.0% | |
JBL | C | -0.0% | |
LDOS | C | -0.0% | |
NDAQ | A | -0.0% | |
HST | C | -0.0% | |
FLEX | B | -0.0% | |
KRC | B | -0.0% | |
DG | F | -0.0% | |
AFL | B | -0.0% | |
RJF | A | -0.0% | |
DHI | F | -0.0% | |
CNA | C | -0.0% | |
RGA | A | -0.0% | |
CPT | B | -0.0% | |
NOV | C | -0.0% | |
GLPI | C | -0.0% | |
MAA | B | -0.0% | |
LHX | C | -0.0% | |
MRVL | B | -0.0% | |
MRO | B | -0.0% | |
APH | A | -0.0% | |
MSI | B | -0.0% | |
AMP | A | -0.0% | |
DLR | B | -0.0% | |
JBHT | C | -0.0% | |
LIN | C | -0.0% | |
A | D | -0.0% | |
SON | F | -0.0% | |
ARE | F | -0.0% | |
FSK | A | -0.0% | |
REGN | F | -0.0% | |
CSL | C | -0.0% | |
BRO | B | -0.0% | |
PKG | A | -0.0% | |
FTV | C | -0.0% | |
WPC | C | -0.0% | |
WEST | C | -0.0% | |
HIG | B | -0.0% | |
VOYA | B | -0.0% | |
LEA | F | -0.0% | |
TXT | D | -0.0% | |
EMN | C | -0.0% | |
INTU | B | -0.0% | |
MDLZ | F | -0.0% | |
SNX | D | -0.0% | |
FIS | C | -0.0% | |
VTR | B | -0.0% | |
AVT | C | -0.0% | |
HUN | F | -0.0% | |
CINF | A | -0.0% | |
CNP | A | -0.0% | |
CL | D | -0.0% | |
LRCX | F | -0.0% | |
BKH | A | -0.0% | |
WAB | B | -0.0% | |
PH | A | -0.0% | |
TMO | F | -0.0% | |
EQR | C | -0.0% | |
CFG | B | -0.0% | |
MAR | A | -0.0% | |
AAL | B | -0.0% | |
MAS | D | -0.0% | |
RPRX | D | -0.0% | |
SRE | A | -0.0% | |
CME | B | -0.0% | |
IP | A | -0.0% | |
VRSK | A | -0.0% | |
SYF | B | -0.0% | |
EBAY | D | -0.0% | |
LNT | A | -0.0% | |
NEM | D | -0.0% | |
LYB | F | -0.0% | |
MLM | C | -0.0% | |
NTRS | A | -0.0% | |
TDY | B | -0.0% | |
CMS | C | -0.0% | |
BSX | A | -0.0% | |
PPL | A | -0.0% | |
CF | A | -0.0% | |
EOG | A | -0.0% | |
OTIS | C | -0.0% | |
IFF | D | -0.0% | |
ACGL | C | -0.0% | |
APTV | F | -0.0% | |
JCI | B | -0.0% | |
XEL | A | -0.0% | |
BIDU | F | -0.0% | |
KIM | A | -0.0% | |
HBAN | A | -0.0% | |
DHR | F | -0.0% | |
AON | A | -0.0% | |
MCK | A | -0.0% | |
O | C | -0.0% | |
AEP | C | -0.0% | |
GLW | B | -0.0% | |
NUE | C | -0.0% | |
SJM | D | -0.0% | |
OMC | C | -0.0% | |
OKE | A | -0.0% | |
ROP | B | -0.0% | |
BLK | B | -0.0% | |
KR | B | -0.0% | |
KLAC | F | -0.0% | |
CAH | B | -0.0% | |
LUV | C | -0.0% | |
TT | A | -0.0% | |
MPC | D | -0.0% | |
CCI | C | -0.0% | |
ALL | A | -0.0% | |
CPB | D | -0.0% | |
NKE | F | -0.0% | |
HES | B | -0.0% | |
ATO | A | -0.0% | |
PEG | A | -0.0% | |
CAF | D | -0.0% | |
MU | D | -0.0% | |
ADBE | C | -0.0% | |
TJX | A | -0.0% | |
ZTS | D | -0.0% | |
STZ | D | -0.0% | |
FE | C | -0.0% | |
NXPI | D | -0.0% | |
JEF | A | -0.0% | |
UPS | C | -0.0% | |
NSC | B | -0.0% | |
CP | F | -0.0% | |
PG | C | -0.0% | |
BKNG | A | -0.0% | |
ICE | C | -0.0% | |
BERY | C | -0.0% | |
CAG | F | -0.0% | |
AMAT | F | -0.0% | |
BRX | A | -0.0% | |
TGT | F | -0.0% | |
FITB | B | -0.0% | |
SHW | B | -0.0% | |
GWW | B | -0.0% | |
CLX | A | -0.0% | |
LVS | B | -0.0% | |
STT | B | -0.0% | |
GPN | B | -0.0% | |
DVN | F | -0.0% | |
BHF | C | -0.0% | |
SLB | C | -0.0% | |
WY | F | -0.0% | |
PGR | A | -0.0% | |
ES | C | -0.0% | |
WELL | A | -0.0% | |
FANG | C | -0.0% | |
ARCC | A | -0.0% | |
ZBH | C | -0.0% | |
AVB | B | -0.0% | |
SCCO | F | -0.0% | |
HUM | C | -0.0% | |
WBA | F | -0.0% | |
RSG | A | -0.0% | |
OHI | C | -0.0% | |
EIX | B | -0.0% | |
AWK | C | -0.0% | |
KMB | C | -0.0% | |
BG | D | -0.0% | |
COE | C | -0.0% | |
PAA | B | -0.0% | |
MMM | D | -0.0% | |
MA | B | -0.0% | |
KOF | F | -0.0% | |
MMC | B | -0.0% | |
UDR | B | -0.0% | |
DTE | C | -0.0% | |
SYY | D | -0.0% | |
EQIX | A | -0.0% | |
KEYS | A | -0.0% | |
HON | C | -0.0% | |
PYPL | B | -0.0% | |
BMO | A | -0.0% | |
BNS | A | -0.0% | |
TXN | C | -0.0% | |
AZO | C | -0.0% | |
EPD | A | -0.0% | |
AL | B | -0.0% | |
CSX | C | -0.0% | |
SPG | A | -0.0% | |
DOW | F | -0.0% | |
NI | A | -0.0% | |
SBUX | A | -0.0% | |
BXP | C | -0.0% | |
CARR | C | -0.0% | |
TAP | C | -0.0% | |
TRV | B | -0.0% | |
PNC | B | -0.0% | |
HAL | C | -0.0% | |
FDX | B | -0.0% | |
HPQ | B | -0.0% | |
PNW | A | -0.0% | |
CM | A | -0.0% | |
ITW | B | -0.0% | |
VLO | C | -0.0% | |
BDX | F | -0.0% | |
DB | D | -0.0% | |
MPLX | A | -0.0% | |
FOXA | A | -0.0% | |
USB | A | -0.0% | |
LOW | C | -0.0% | |
ADSK | A | -0.0% | |
MP | C | -0.0% | |
RY | A | -0.0% | |
TSN | B | -0.0% | |
DUK | C | -0.0% | |
CRM | B | -0.0% | |
ED | C | -0.0% | |
UNP | C | -0.0% | |
EQH | C | -0.0% | |
CB | C | -0.0% | |
PRU | A | -0.0% | |
WMB | A | -0.0% | |
ETN | A | -0.0% | |
AEE | A | -0.0% | |
EXPE | B | -0.0% | |
NOC | D | -0.0% | |
AMT | C | -0.0% | |
AXP | A | -0.0% | |
ADM | D | -0.0% | |
PSX | C | -0.0% | |
LH | B | -0.0% | |
AIG | B | -0.0% | |
TFC | A | -0.0% | |
K | A | -0.0% | |
SYK | B | -0.0% | |
GOOGL | C | -0.0% | |
MET | A | -0.0% | |
KMI | A | -0.0% | |
QCOM | F | -0.0% | |
HCA | F | -0.0% | |
BABA | D | -0.0% | |
GM | C | -0.0% | |
UAL | A | -0.0% | |
UNH | B | -0.0% | |
PM | B | -0.0% | |
ALLY | C | -0.0% | |
LMT | D | -0.0% | |
BK | A | -0.0% | |
EXC | C | -0.0% | |
DIS | B | -0.0% | |
EQNR | C | -0.0% | |
MUFG | B | -0.0% | |
CAT | B | -0.0% | |
KO | D | -0.0% | |
KEY | B | -0.0% | |
MO | A | -0.0% | |
NWG | A | -0.0% | |
DFS | B | -0.0% | |
MCD | D | -0.0% | |
BHP | F | -0.0% | |
GILD | C | -0.0% | |
XOM | B | -0.0% | |
PCG | A | -0.0% | |
CVX | A | -0.0% | |
CSCO | B | -0.0% | |
TD | D | -0.0% | |
HPE | B | -0.0% | |
MRK | D | -0.0% | |
COP | C | -0.0% | |
AVGO | D | -0.0% | |
VOD | F | -0.0% | |
HSBC | A | -0.0% | |
IBM | C | -0.0% | |
CI | D | -0.0% | |
C | A | -0.0% | |
AMGN | F | -0.0% | |
GSK | F | -0.0% | |
JPM | A | -0.0% | |
BMY | B | -0.0% | |
ABT | B | -0.0% | |
VZ | C | -0.0% | |
V | A | -0.0% | |
COF | C | -0.0% | |
HD | B | -0.0% | |
MS | A | -0.0% | |
CMCSA | B | -0.0% | |
CHTR | C | -0.0% | |
AZN | F | -0.0% | |
AAPL | C | -0.0% | |
MSFT | D | -0.0% | |
BAC | A | -0.0% | |
ABBV | F | -0.0% | |
TMUS | B | -0.0% | |
BA | F | -0.0% | |
WFC | A | -0.0% | |
GS | A | -0.0% | |
CVS | D | -0.0% | |
GE | D | -0.0% | |
T | A | -0.0% |
CBLS: Top Represented Industries & Keywords
SCHZ: Top Represented Industries & Keywords