CBSE vs. EKG ETF Comparison

Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to First Trust Nasdaq Lux Digital Health Solutions ETF (EKG)
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

$30.99

Average Daily Volume

2,848

Number of Holdings *

36

* may have additional holdings in another (foreign) market
EKG

First Trust Nasdaq Lux Digital Health Solutions ETF

EKG Description First Trust Nasdaq Lux Digital Health Solutions ETF is an exchange traded fund launched and managed by First Trust Advisors LP. It invests in public equity markets of global region. It invests in stocks of companies operating across health care, health care equipment and services, health care technology sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Nasdaq Lux Health Tech Index, by using full replication technique. First Trust Nasdaq Lux Digital Health Solutions ETF was formed on March 22, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$16.77

Average Daily Volume

279

Number of Holdings *

37

* may have additional holdings in another (foreign) market
Performance
Period CBSE EKG
30 Days -0.99% 0.24%
60 Days 6.18% 1.52%
90 Days 7.78% 7.78%
12 Months 42.23% 26.52%
1 Overlapping Holdings
Symbol Grade Weight in CBSE Weight in EKG Overlap
TMDX F 2.03% 1.76% 1.76%
CBSE Overweight 35 Positions Relative to EKG
Symbol Grade Weight
AMD F 3.32%
ERJ D 3.32%
OSW A 3.28%
SCI A 3.27%
ICFI A 3.19%
IBN B 3.18%
LNG A 3.14%
SKY C 3.08%
PCT B 3.07%
SPOT B 3.04%
TDG C 3.0%
BWXT B 2.97%
ROL C 2.96%
DELL A 2.77%
PDD C 2.68%
OKLO B 2.57%
BA D 2.53%
HUMA F 2.52%
RDDT A 2.5%
ETR A 2.49%
SN C 2.48%
BABA B 2.4%
D C 2.3%
SO C 2.28%
AMZN A 2.28%
NEE D 2.21%
GTLS A 2.19%
NEM D 2.14%
RDFN C 2.08%
VST B 1.98%
AEHR D 1.96%
STRL B 1.95%
WTTR D 1.92%
PL C 1.28%
ASML F 0.72%
CBSE Underweight 36 Positions Relative to EKG
Symbol Grade Weight
DXCM D -8.32%
ISRG B -8.3%
RMD B -8.06%
VEEV C -7.84%
IQV F -6.92%
PODD A -4.61%
EXAS A -4.5%
ILMN A -4.39%
NTRA C -4.08%
GMED A -3.98%
HOLX A -3.96%
QGEN C -3.66%
ALGN F -3.64%
INSP D -2.73%
MASI A -2.64%
DOCS A -2.46%
HIMS B -2.21%
PRCT A -1.93%
OSCR C -1.34%
GH C -1.31%
VCYT A -1.12%
TNDM D -0.88%
MYGN F -0.87%
IRTC C -0.85%
TWST D -0.85%
PRVA C -0.81%
TDOC C -0.75%
NEO D -0.72%
TXG F -0.69%
ESTA A -0.58%
PGNY F -0.52%
SDGR F -0.46%
LFST C -0.45%
ADPT A -0.31%
ATEC C -0.3%
CTKB F -0.26%
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