CBSE vs. GCLN ETF Comparison

Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Goldman Sachs Bloomberg Clean Energy Equity ETF (GCLN)
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

Number of Holdings *

34

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

Goldman Sachs Bloomberg Clean Energy Equity ETF

GCLN Description Goldman Sachs Bloomberg Clean Energy Equity ETF is an exchange traded fund launched and managed by Goldman Sachs Asset Management, L.P. The fund invests in public equity markets of global region. It invests in stocks of companies operating across clean energy including independent power and renewable electricity producers, renewable electricity, electric power by solar energy, electric power by wind energy, clean energy including clean power infrastructure, energy storage, hydrogen energy, energy digitalization and bioenergy sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the Bloomberg Goldman Sachs Global Clean Energy Index, by using full replication technique. Goldman Sachs Bloomberg Clean Energy Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$36.82

Average Daily Volume

221

Number of Holdings *

56

* may have additional holdings in another (foreign) market
Performance
Period CBSE GCLN
30 Days 9.15% -0.32%
60 Days 10.96% -1.09%
90 Days 11.60% 2.91%
12 Months 50.16% 14.33%
5 Overlapping Holdings
Symbol Grade Weight in CBSE Weight in GCLN Overlap
D C 2.09% 1.74% 1.74%
ETR B 1.79% 1.15% 1.15%
NEE D 1.94% 4.46% 1.94%
ON D 1.92% 0.49% 0.49%
SO D 2.09% 0.96% 0.96%
CBSE Overweight 29 Positions Relative to GCLN
Symbol Grade Weight
SPOT B 3.42%
LNG B 3.41%
CCL B 3.27%
MGNI A 3.06%
VST B 3.03%
ROL B 3.02%
RDDT B 2.99%
BWXT B 2.94%
OSW A 2.9%
TDG D 2.88%
ERJ B 2.86%
IBN C 2.85%
INTC D 2.83%
NARI C 2.82%
SKY A 2.8%
STRL B 2.71%
GTLS B 2.7%
WTTR B 2.69%
PL A 2.69%
HUMA F 2.56%
OKLO B 2.4%
DELL C 2.18%
VITL D 2.1%
CPRI F 2.03%
SCHW B 2.0%
SCI B 1.93%
MC B 1.93%
AMZN C 1.9%
CRSP D 0.91%
CBSE Underweight 51 Positions Relative to GCLN
Symbol Grade Weight
TSLA B -7.04%
PEG A -2.87%
DUK C -2.37%
SRE A -2.12%
EIX B -2.11%
AEP D -1.8%
PWR A -1.73%
PCG A -1.59%
EXC C -1.39%
XEL A -1.38%
FSLR F -1.23%
ED D -1.22%
GE D -1.02%
ABBV D -0.96%
AEE A -0.89%
ES D -0.77%
LNT A -0.56%
ENPH F -0.52%
WEC A -0.51%
GNRC B -0.41%
EME C -0.39%
ITRI B -0.37%
DTE C -0.36%
AES F -0.34%
CMS C -0.33%
MTZ B -0.32%
CNP B -0.32%
ORA B -0.31%
NRG B -0.31%
AVA A -0.19%
BE B -0.18%
KEP B -0.15%
RUN F -0.14%
MGEE C -0.14%
CWEN C -0.14%
NWE A -0.12%
QS F -0.11%
VMI B -0.11%
TAC B -0.1%
PLUG F -0.1%
AGR B -0.09%
FLNC C -0.08%
ENVX F -0.08%
AMRC F -0.06%
ARRY D -0.06%
SEDG F -0.05%
GPRE F -0.05%
OTTR C -0.05%
WOLF F -0.04%
CSAN F -0.04%
NOVA F -0.02%
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