CBSE vs. KIE ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to SPDR S&P Insurance ETF (KIE)
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
$29.04
Average Daily Volume
887
35
KIE
SPDR S&P Insurance ETF
KIE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$51.27
Average Daily Volume
934,251
49
Performance
| Period | CBSE | KIE |
|---|---|---|
| 30 Days | 6.09% | 2.99% |
| 60 Days | 9.13% | 2.52% |
| 90 Days | 11.92% | 7.65% |
| 12 Months | 26.83% | 30.61% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in KIE | Overlap |
|---|
CBSE Overweight 35 Positions Relative to KIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCOM | A | 3.51% | |
| INDI | F | 3.42% | |
| HUMA | B | 3.38% | |
| AVGO | C | 3.24% | |
| ASML | D | 3.18% | |
| AAPL | B | 3.1% | |
| MU | B | 3.04% | |
| NVDA | B | 3.02% | |
| SKY | D | 2.91% | |
| STRL | A | 2.9% | |
| NU | B | 2.87% | |
| MSFT | C | 2.8% | |
| LRCX | D | 2.73% | |
| RDFN | C | 2.64% | |
| ICFI | B | 2.58% | |
| ECL | A | 2.57% | |
| TSM | B | 2.56% | |
| PANW | B | 2.55% | |
| DKNG | D | 2.54% | |
| NARI | D | 2.53% | |
| SN | A | 2.51% | |
| MMYT | B | 2.49% | |
| ERJ | C | 2.49% | |
| TDG | A | 2.44% | |
| TMDX | B | 2.41% | |
| CHK | C | 2.37% | |
| WTTR | B | 2.36% | |
| IBN | C | 2.3% | |
| BLBD | A | 2.25% | |
| OSW | A | 2.23% | |
| FTI | B | 2.19% | |
| GTLS | C | 1.95% | |
| BRCC | C | 1.85% | |
| HLX | B | 1.78% | |
| FCX | A | 1.6% |
CBSE Underweight 49 Positions Relative to KIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSCR | B | -2.57% | |
| ACGL | A | -2.37% | |
| ALL | B | -2.37% | |
| PGR | A | -2.31% | |
| ORI | A | -2.27% | |
| RGA | A | -2.27% | |
| AFL | A | -2.23% | |
| UNM | B | -2.23% | |
| LNC | B | -2.22% | |
| AIG | A | -2.21% | |
| L | A | -2.21% | |
| KMPR | B | -2.2% | |
| AEL | A | -2.19% | |
| PRU | A | -2.19% | |
| AXS | A | -2.19% | |
| MET | B | -2.19% | |
| CB | C | -2.18% | |
| EG | C | -2.18% | |
| CINF | C | -2.17% | |
| AFG | C | -2.17% | |
| HIG | B | -2.17% | |
| FNF | B | -2.16% | |
| PFG | C | -2.16% | |
| MKL | A | -2.14% | |
| RLI | A | -2.12% | |
| SIGI | F | -2.12% | |
| AIZ | D | -2.12% | |
| MMC | B | -2.11% | |
| TRV | D | -2.11% | |
| BRO | B | -2.1% | |
| RYAN | C | -2.09% | |
| FAF | D | -2.07% | |
| RNR | D | -2.05% | |
| AJG | C | -2.05% | |
| WTW | D | -2.02% | |
| WRB | D | -2.0% | |
| CNO | A | -1.99% | |
| ERIE | C | -1.99% | |
| AON | D | -1.94% | |
| THG | A | -1.91% | |
| PRI | D | -1.89% | |
| BHF | F | -1.85% | |
| AGO | D | -1.82% | |
| GNW | B | -1.57% | |
| KNSL | D | -1.56% | |
| GL | F | -1.39% | |
| WTM | B | -1.3% | |
| ESGR | A | -1.3% | |
| PLMR | B | -0.87% |
CBSE: Top Represented Industries & Keywords
KIE: Top Represented Industries & Keywords
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