CBSE vs. EPU ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to iShares MSCI All Peru Capped ETF (EPU)
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
$29.04
Average Daily Volume
887
35
EPU
iShares MSCI All Peru Capped ETF
EPU Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Peru Capped Index (the "underlying index"). The fund generally invests at least 80% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to measure the performance of Peruvian equity securities as well as securities of companies that are headquartered in Peru and have the majority of their operations based in Peru. The fund is non-diversified.Grade (RS Rating)
Last Trade
$42.59
Average Daily Volume
22,815
6
Performance
| Period | CBSE | EPU |
|---|---|---|
| 30 Days | 6.09% | 5.68% |
| 60 Days | 9.13% | 14.00% |
| 90 Days | 11.92% | 27.03% |
| 12 Months | 26.83% | 45.05% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in EPU | Overlap |
|---|
CBSE Overweight 35 Positions Relative to EPU
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCOM | A | 3.51% | |
| INDI | F | 3.42% | |
| HUMA | B | 3.38% | |
| AVGO | C | 3.24% | |
| ASML | D | 3.18% | |
| AAPL | B | 3.1% | |
| MU | B | 3.04% | |
| NVDA | B | 3.02% | |
| SKY | D | 2.91% | |
| STRL | B | 2.9% | |
| NU | C | 2.87% | |
| MSFT | C | 2.8% | |
| LRCX | D | 2.73% | |
| RDFN | D | 2.64% | |
| ICFI | C | 2.58% | |
| ECL | A | 2.57% | |
| TSM | B | 2.56% | |
| PANW | B | 2.55% | |
| DKNG | D | 2.54% | |
| NARI | F | 2.53% | |
| SN | A | 2.51% | |
| MMYT | B | 2.49% | |
| ERJ | B | 2.49% | |
| TDG | A | 2.44% | |
| TMDX | B | 2.41% | |
| CHK | B | 2.37% | |
| WTTR | B | 2.36% | |
| IBN | B | 2.3% | |
| BLBD | C | 2.25% | |
| OSW | B | 2.23% | |
| FTI | B | 2.19% | |
| GTLS | B | 1.95% | |
| BRCC | D | 1.85% | |
| HLX | B | 1.78% | |
| FCX | B | 1.6% |
CBSE: Top Represented Industries & Keywords
EPU: Top Represented Industries & Keywords
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