CBSE vs. BCHP ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Principal Focused Blue Chip ETF (BCHP)
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
$34.25
Average Daily Volume
2,788
36
BCHP
Principal Focused Blue Chip ETF
BCHP Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. Blue chip companies are firms that, in PGI"s view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.14
Average Daily Volume
5,829
22
Performance
| Period | CBSE | BCHP |
|---|---|---|
| 30 Days | 9.15% | 4.02% |
| 60 Days | 10.96% | 2.86% |
| 90 Days | 11.60% | 6.47% |
| 12 Months | 50.16% | 24.29% |
CBSE Overweight 33 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| LNG | B | 3.6% | |
| CCL | B | 3.36% | |
| VST | B | 3.31% | |
| RDDT | B | 3.01% | |
| ROL | B | 2.92% | |
| BWXT | B | 2.91% | |
| DELL | C | 2.91% | |
| ON | D | 2.89% | |
| IBN | C | 2.87% | |
| SKY | A | 2.86% | |
| OSW | A | 2.84% | |
| STRL | B | 2.77% | |
| VITL | D | 2.75% | |
| INTC | D | 2.74% | |
| NARI | C | 2.73% | |
| GTLS | B | 2.65% | |
| CPRI | F | 2.57% | |
| EME | C | 2.52% | |
| ERJ | B | 2.47% | |
| MC | C | 2.37% | |
| WTTR | B | 2.35% | |
| SPOT | B | 2.19% | |
| D | C | 2.15% | |
| SO | D | 2.11% | |
| BLBD | D | 2.04% | |
| OKLO | B | 2.04% | |
| NEE | D | 2.02% | |
| SCI | B | 1.94% | |
| ETR | B | 1.83% | |
| PL | A | 1.62% | |
| MGNI | A | 1.47% | |
| RIVN | F | 1.42% | |
| LCID | F | 1.39% |
CBSE Underweight 19 Positions Relative to BCHP
CBSE: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords
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