CBSE vs. OSCV ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Opus Small Cap Value Plus ETF (OSCV)
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
$30.98
Average Daily Volume
2,816
36
OSCV
Opus Small Cap Value Plus ETF
OSCV Description
The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$37.33
Average Daily Volume
71,499
68
Performance
| Period | CBSE | OSCV |
|---|---|---|
| 30 Days | -0.74% | 0.85% |
| 60 Days | 2.29% | -0.23% |
| 90 Days | 6.73% | -0.53% |
| 12 Months | 45.19% | 24.29% |
CBSE Overweight 34 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMD | F | 3.32% | |
| ERJ | C | 3.32% | |
| OSW | A | 3.28% | |
| IBN | A | 3.18% | |
| LNG | A | 3.14% | |
| SKY | C | 3.08% | |
| PCT | B | 3.07% | |
| SPOT | A | 3.04% | |
| TDG | C | 3.0% | |
| BWXT | B | 2.97% | |
| ROL | D | 2.96% | |
| DELL | A | 2.77% | |
| PDD | C | 2.68% | |
| OKLO | A | 2.57% | |
| BA | F | 2.53% | |
| HUMA | D | 2.52% | |
| RDDT | A | 2.5% | |
| ETR | A | 2.49% | |
| SN | C | 2.48% | |
| BABA | B | 2.4% | |
| D | B | 2.3% | |
| SO | C | 2.28% | |
| AMZN | A | 2.28% | |
| NEE | D | 2.21% | |
| GTLS | B | 2.19% | |
| NEM | D | 2.14% | |
| RDFN | C | 2.08% | |
| TMDX | F | 2.03% | |
| VST | B | 1.98% | |
| AEHR | D | 1.96% | |
| STRL | B | 1.95% | |
| WTTR | D | 1.92% | |
| PL | B | 1.28% | |
| ASML | F | 0.72% |
CBSE Underweight 66 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | A | -2.86% | |
| CASY | A | -2.8% | |
| TTEK | B | -2.7% | |
| TXRH | A | -2.64% | |
| CHE | F | -2.34% | |
| KBH | D | -2.15% | |
| FIX | B | -2.08% | |
| PRI | B | -2.03% | |
| CW | B | -1.96% | |
| OC | B | -1.94% | |
| KAI | A | -1.88% | |
| THG | B | -1.87% | |
| EHC | A | -1.8% | |
| UFPI | C | -1.8% | |
| ACA | B | -1.76% | |
| HWKN | D | -1.76% | |
| NOG | F | -1.7% | |
| EFSC | B | -1.56% | |
| SYBT | B | -1.56% | |
| HLI | A | -1.56% | |
| EPRT | C | -1.54% | |
| MUSA | C | -1.54% | |
| ATR | A | -1.52% | |
| SPNS | B | -1.5% | |
| SBCF | B | -1.49% | |
| CHRD | F | -1.43% | |
| CODI | D | -1.39% | |
| EGP | D | -1.37% | |
| GABC | A | -1.35% | |
| CWT | D | -1.31% | |
| CHDN | B | -1.29% | |
| WTBA | A | -1.29% | |
| HOMB | B | -1.29% | |
| OTTR | F | -1.28% | |
| KFRC | D | -1.24% | |
| LKFN | B | -1.24% | |
| BYD | A | -1.23% | |
| OSBC | B | -1.2% | |
| GGG | D | -1.19% | |
| GPK | D | -1.18% | |
| HP | C | -1.11% | |
| HCKT | D | -1.1% | |
| NVT | D | -1.09% | |
| LSTR | D | -1.08% | |
| LADR | B | -1.06% | |
| NJR | D | -1.06% | |
| KMPR | B | -1.03% | |
| LECO | B | -0.97% | |
| ADC | C | -0.96% | |
| ASH | F | -0.95% | |
| TRNO | F | -0.94% | |
| HIFS | B | -0.93% | |
| AMH | F | -0.93% | |
| KRP | B | -0.91% | |
| WASH | B | -0.91% | |
| CPA | B | -0.91% | |
| USLM | A | -0.9% | |
| RRC | D | -0.87% | |
| EVTC | D | -0.82% | |
| DOX | B | -0.79% | |
| NSA | D | -0.76% | |
| CIVI | F | -0.7% | |
| FCPT | D | -0.7% | |
| FELE | D | -0.66% | |
| AAON | A | -0.63% | |
| BRKR | D | -0.58% |
CBSE: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
Compare ETFs
