CBSE vs. FDRV ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Fidelity Electric Vehicles and Future Transportation ETF (FDRV)
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
FDRV
Fidelity Electric Vehicles and Future Transportation ETF
FDRV Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Electric Vehicles and Future Transportation Index. Normally investing at least 80% of assets in securities included in the Fidelity Electric Vehicles and Future Transportation Index and in depositary receipts representing securities included in the index. The Fidelity Electric Vehicles and Future Transportation Index is designed to reflect the performance of a global universe of companies across the market capitalization spectrum engaged in the production of electric and/or autonomous vehicles and their components, technology, or energy systems or engaged in other initiatives that aim to change the future of transportation.Grade (RS Rating)
Last Trade
$13.56
Average Daily Volume
9,416
30
Performance
Period | CBSE | FDRV |
---|---|---|
30 Days | 9.15% | 0.40% |
60 Days | 10.96% | 2.38% |
90 Days | 11.60% | 1.50% |
12 Months | 50.16% | -12.78% |
CBSE Overweight 32 Positions Relative to FDRV
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% | |
IBN | C | 2.87% | |
SKY | A | 2.86% | |
OSW | A | 2.84% | |
STRL | B | 2.77% | |
TDG | D | 2.75% | |
VITL | D | 2.75% | |
INTC | D | 2.74% | |
NARI | C | 2.73% | |
GTLS | B | 2.65% | |
SCHW | B | 2.58% | |
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% | |
OKLO | B | 2.04% | |
NEE | D | 2.02% | |
SCI | B | 1.94% | |
ETR | B | 1.83% | |
AMZN | C | 1.81% | |
PL | A | 1.62% | |
MGNI | A | 1.47% |
CBSE Underweight 26 Positions Relative to FDRV
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | B | -6.03% | |
UBER | D | -4.56% | |
ADI | D | -4.56% | |
GRMN | B | -3.77% | |
NXPI | D | -3.77% | |
APTV | D | -3.04% | |
SWKS | F | -2.94% | |
LI | F | -2.69% | |
LEA | D | -2.21% | |
ALB | C | -2.21% | |
ST | F | -2.07% | |
XPEV | C | -1.95% | |
NIO | F | -1.87% | |
VC | D | -1.75% | |
LYFT | C | -1.55% | |
LSCC | D | -1.54% | |
ADNT | F | -1.44% | |
DIOD | D | -1.43% | |
BE | B | -1.41% | |
SYNA | C | -1.29% | |
SITM | B | -1.25% | |
CHPT | F | -1.18% | |
PLUG | F | -1.06% | |
ALGM | D | -1.05% | |
LAZR | F | -0.88% | |
INDI | C | -0.72% |
CBSE: Top Represented Industries & Keywords
FDRV: Top Represented Industries & Keywords