CBSE vs. UPGD ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
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
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.Grade (RS Rating)
Last Trade
$73.97
Average Daily Volume
1,708
48
Performance
| Period | CBSE | UPGD |
|---|---|---|
| 30 Days | 7.38% | 3.42% |
| 60 Days | 10.76% | 4.83% |
| 90 Days | 10.99% | 5.85% |
| 12 Months | 49.33% | 33.71% |
CBSE Overweight 32 Positions Relative to UPGD
| 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% | |
| 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% | |
| 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% | |
| CRSP | D | 0.91% |
CBSE Underweight 46 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -3.59% | |
| TOST | B | -3.14% | |
| CVNA | B | -2.98% | |
| KMI | A | -2.53% | |
| RL | C | -2.33% | |
| IP | A | -2.28% | |
| T | A | -2.24% | |
| EPAM | B | -2.22% | |
| PCAR | B | -2.22% | |
| XEL | A | -2.22% | |
| CLX | A | -2.14% | |
| SNAP | D | -2.12% | |
| CAH | B | -2.09% | |
| CHRW | B | -2.08% | |
| CHD | A | -2.05% | |
| CARR | C | -2.03% | |
| HSIC | C | -2.02% | |
| DGX | A | -2.02% | |
| HPQ | B | -2.02% | |
| ODFL | C | -2.01% | |
| EBAY | D | -2.0% | |
| SHW | B | -2.0% | |
| VZ | C | -1.96% | |
| BBY | D | -1.95% | |
| TSN | B | -1.94% | |
| MMM | D | -1.92% | |
| CTSH | B | -1.91% | |
| ECL | D | -1.9% | |
| EIX | B | -1.9% | |
| NOC | D | -1.84% | |
| LMT | D | -1.83% | |
| BALL | F | -1.81% | |
| KMB | C | -1.79% | |
| KMX | B | -1.78% | |
| AMCR | C | -1.77% | |
| STX | C | -1.77% | |
| MOS | F | -1.76% | |
| SJM | D | -1.74% | |
| HRL | D | -1.73% | |
| KHC | F | -1.67% | |
| LYB | F | -1.64% | |
| CPB | D | -1.64% | |
| TFX | F | -1.56% | |
| SIRI | C | -1.46% | |
| HII | F | -1.38% | |
| DG | F | -1.19% |
CBSE: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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