CBSE vs. PBJ ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to PowerShares Dynamic Food & Beverage (PBJ)
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
$30.76
Average Daily Volume
2,516
37
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$45.79
Average Daily Volume
14,245
28
Performance
Period | CBSE | PBJ |
---|---|---|
30 Days | 1.30% | -4.01% |
60 Days | 17.64% | -3.59% |
90 Days | 13.01% | -5.49% |
12 Months | 32.88% | 0.61% |
0 Overlapping Holdings
Symbol | Grade | Weight in CBSE | Weight in PBJ | Overlap |
---|
CBSE Overweight 37 Positions Relative to PBJ
Symbol | Grade | Weight | |
---|---|---|---|
TSM | B | 3.14% | |
NVDA | A | 3.12% | |
LRCX | A | 3.08% | |
DELL | B | 3.04% | |
STRL | B | 3.02% | |
LNG | C | 3.0% | |
RDDT | C | 2.98% | |
MGNI | C | 2.94% | |
AVGO | B | 2.91% | |
AAPL | B | 2.87% | |
MU | B | 2.84% | |
ASML | A | 2.83% | |
CHK | D | 2.82% | |
SN | A | 2.78% | |
MMYT | B | 2.76% | |
LLY | A | 2.68% | |
HLX | D | 2.67% | |
MSFT | A | 2.64% | |
CRSP | C | 2.63% | |
SBUX | D | 2.63% | |
IBN | C | 2.55% | |
RIG | F | 2.55% | |
WTTR | B | 2.53% | |
SKY | C | 2.5% | |
NU | B | 2.48% | |
NARI | C | 2.44% | |
ERJ | C | 2.38% | |
TDG | B | 2.27% | |
ICFI | D | 2.23% | |
ARCO | F | 2.16% | |
OSW | B | 2.1% | |
GTLS | D | 2.04% | |
AEHR | D | 2.02% | |
HUMA | C | 1.98% | |
ONON | B | 1.96% | |
MELI | C | 1.82% | |
PL | D | 1.18% |
CBSE Underweight 28 Positions Relative to PBJ
Symbol | Grade | Weight | |
---|---|---|---|
KO | B | -5.21% | |
STZ | C | -5.19% | |
GIS | C | -5.08% | |
MDLZ | D | -5.04% | |
CMG | A | -5.02% | |
KR | C | -5.0% | |
KHC | D | -4.85% | |
CTVA | D | -4.7% | |
SAM | C | -3.1% | |
ADM | F | -2.81% | |
VITL | B | -2.81% | |
WING | A | -2.8% | |
LANC | C | -2.78% | |
BRBR | C | -2.74% | |
BG | D | -2.74% | |
DOLE | D | -2.72% | |
POST | D | -2.72% | |
FRPT | A | -2.72% | |
WMK | D | -2.7% | |
TSN | D | -2.68% | |
NOMD | D | -2.68% | |
SFM | B | -2.67% | |
SEB | F | -2.65% | |
KLG | F | -2.62% | |
PPC | C | -2.62% | |
ANDE | D | -2.61% | |
AGRO | F | -2.57% | |
CELH | F | -2.21% |
CBSE: Top Represented Industries & Keywords
PBJ: Top Represented Industries & Keywords