CBSE vs. JXI ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to iShares Global Utilities ETF (JXI)
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
$34.06
Average Daily Volume
2,885
34
JXI
iShares Global Utilities ETF
JXI Description
The investment seeks to track the investment results of an index composed of global equities in the utilities sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Utilities Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the utilities sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.Grade (RS Rating)
Last Trade
$69.04
Average Daily Volume
15,391
31
Performance
Period | CBSE | JXI |
---|---|---|
30 Days | 7.38% | -1.62% |
60 Days | 10.76% | -0.86% |
90 Days | 10.99% | 3.85% |
12 Months | 49.33% | 24.28% |
CBSE Overweight 29 Positions Relative to JXI
Symbol | Grade | Weight | |
---|---|---|---|
SPOT | B | 3.42% | |
LNG | A | 3.41% | |
CCL | A | 3.27% | |
MGNI | B | 3.06% | |
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% | |
CPRI | F | 2.03% | |
SCHW | B | 2.0% | |
SCI | B | 1.93% | |
MC | C | 1.93% | |
ON | D | 1.92% | |
AMZN | C | 1.9% | |
CRSP | D | 0.91% |
CBSE Underweight 26 Positions Relative to JXI
Symbol | Grade | Weight | |
---|---|---|---|
DUK | C | -4.93% | |
CEG | C | -4.0% | |
SRE | A | -3.33% | |
AEP | C | -2.93% | |
PCG | A | -2.57% | |
PEG | A | -2.53% | |
EXC | C | -2.23% | |
XEL | A | -2.21% | |
ED | C | -1.91% | |
EIX | B | -1.85% | |
WEC | A | -1.77% | |
AWK | C | -1.49% | |
DTE | C | -1.42% | |
PPL | A | -1.42% | |
AEE | A | -1.39% | |
ATO | A | -1.29% | |
ES | C | -1.26% | |
FE | C | -1.22% | |
CMS | C | -1.16% | |
CNP | A | -1.15% | |
NRG | B | -1.09% | |
NI | A | -0.94% | |
LNT | A | -0.89% | |
EVRG | A | -0.84% | |
PNW | A | -0.6% | |
AES | F | -0.57% |
CBSE: Top Represented Industries & Keywords
JXI: Top Represented Industries & Keywords