CBSE vs. HRTS ETF Comparison

Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Tema Cardiovascular and Metabolic ETF (HRTS)
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

$30.31

Average Daily Volume

2,754

Number of Holdings *

37

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

Tema Cardiovascular and Metabolic ETF

HRTS Description Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in publicly listed companies that derive at least 50% of revenues from products or services related to the treatment of cardiovascular diseases and/or metabolic diseases, as defined by the Centers for Diseases Control and Preventions. The fund advisor generally is expected to consist of more than 15 companies but not more than 100 companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$33.51

Average Daily Volume

21,718

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period CBSE HRTS
30 Days 0.00% 4.75%
60 Days 11.53% 8.45%
90 Days 9.37% -1.33%
12 Months 33.32%
2 Overlapping Holdings
Symbol Grade Weight in CBSE Weight in HRTS Overlap
LLY A 2.68% 5.32% 2.68%
NARI C 2.44% 3.12% 2.44%
CBSE Overweight 35 Positions Relative to HRTS
Symbol Grade Weight
TSM B 3.14%
NVDA C 3.12%
LRCX B 3.08%
DELL B 3.04%
STRL C 3.02%
LNG B 3.0%
RDDT B 2.98%
MGNI C 2.94%
AVGO C 2.91%
AAPL B 2.87%
MU C 2.84%
ASML B 2.83%
CHK D 2.82%
SN B 2.78%
MMYT B 2.76%
HLX C 2.67%
MSFT A 2.64%
CRSP D 2.63%
SBUX F 2.63%
IBN A 2.55%
RIG F 2.55%
WTTR B 2.53%
SKY D 2.5%
NU B 2.48%
ERJ C 2.38%
TDG B 2.27%
ICFI C 2.23%
ARCO D 2.16%
OSW B 2.1%
GTLS C 2.04%
AEHR F 2.02%
HUMA C 1.98%
ONON C 1.96%
MELI C 1.82%
PL D 1.18%
CBSE Underweight 8 Positions Relative to HRTS
Symbol Grade Weight
VRTX B -6.09%
AMGN B -5.54%
NVO A -5.07%
DXCM D -3.95%
EW B -3.13%
PODD B -3.01%
MDT D -2.86%
MREO C -2.84%
Compare ETFs