CBSE vs. JFWD ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Jacob Funds Inc. Jacob Forward ETF (JFWD)
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
$34.16
Average Daily Volume
2,885
34
JFWD
Jacob Funds Inc. Jacob Forward ETF
JFWD Description
The Jacob Forward ETF is an exchange-traded fund incorporated in the US. This fund seeks long-term growth of capital. The Fund seeks to achieve its investment objective by investing in common stocks and other equity securities of companies of all sizes. The Fund may have significant exposure to the information technology sector.Grade (RS Rating)
Last Trade
$12.31
Average Daily Volume
461
34
Performance
| Period | CBSE | JFWD |
|---|---|---|
| 30 Days | 7.38% | 11.96% |
| 60 Days | 10.76% | 11.62% |
| 90 Days | 10.99% | 13.54% |
| 12 Months | 49.33% | 45.25% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in JFWD | Overlap | |
|---|---|---|---|---|---|
| CRSP | D | 0.91% | 0.64% | 0.64% |
CBSE Overweight 33 Positions Relative to JFWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | 3.42% | |
| LNG | A | 3.41% | |
| CCL | A | 3.27% | |
| MGNI | B | 3.06% | |
| VST | A | 3.03% | |
| ROL | B | 3.02% | |
| RDDT | A | 2.99% | |
| BWXT | B | 2.94% | |
| OSW | B | 2.9% | |
| TDG | D | 2.88% | |
| ERJ | A | 2.86% | |
| IBN | C | 2.85% | |
| INTC | C | 2.83% | |
| NARI | C | 2.82% | |
| SKY | A | 2.8% | |
| STRL | A | 2.71% | |
| GTLS | A | 2.7% | |
| WTTR | A | 2.69% | |
| PL | B | 2.69% | |
| HUMA | F | 2.56% | |
| OKLO | B | 2.4% | |
| DELL | B | 2.18% | |
| VITL | D | 2.1% | |
| SO | C | 2.09% | |
| D | C | 2.09% | |
| CPRI | F | 2.03% | |
| SCHW | B | 2.0% | |
| NEE | C | 1.94% | |
| SCI | B | 1.93% | |
| MC | C | 1.93% | |
| ON | D | 1.92% | |
| AMZN | C | 1.9% | |
| ETR | B | 1.79% |
CBSE Underweight 33 Positions Relative to JFWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| HROW | D | -7.97% | |
| PRCH | B | -5.13% | |
| Z | A | -5.02% | |
| AIOT | B | -4.98% | |
| CDNA | D | -4.82% | |
| ATEC | C | -4.72% | |
| ESPR | B | -4.67% | |
| SQ | A | -4.64% | |
| DKNG | B | -4.61% | |
| DOCS | C | -4.54% | |
| INSE | C | -4.5% | |
| MDB | B | -3.92% | |
| NET | B | -3.34% | |
| BRZE | C | -3.25% | |
| TELA | D | -3.1% | |
| HRTX | F | -2.78% | |
| CFLT | B | -2.65% | |
| CDXS | B | -2.59% | |
| OPRX | F | -2.53% | |
| KRYS | C | -2.46% | |
| SOFI | B | -2.22% | |
| PHR | F | -2.08% | |
| COIN | C | -2.01% | |
| IMMR | C | -1.14% | |
| FLUT | A | -1.05% | |
| IDYA | F | -0.97% | |
| BEAM | D | -0.96% | |
| ATHM | C | -0.84% | |
| CELC | F | -0.77% | |
| HUYA | F | -0.74% | |
| ARCT | F | -0.67% | |
| PI | D | -0.59% | |
| APPS | F | -0.18% |
CBSE: Top Represented Industries & Keywords
JFWD: Top Represented Industries & Keywords
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