CBSE vs. XES ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to SPDR S&P Oil & Gas Equipment & Services ETF (XES)
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
$34.25
Average Daily Volume
2,788
34
XES
SPDR S&P Oil & Gas Equipment & Services ETF
XES Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the oil and gas equipment and services segment of a U.S. total market composite index. In seeking to track the performance of the S&P Oil & Gas Equipment & Services Select Industry 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 oil and gas equipment and services industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$87.54
Average Daily Volume
47,114
27
Performance
| Period | CBSE | XES |
|---|---|---|
| 30 Days | 9.15% | 12.88% |
| 60 Days | 10.96% | 3.22% |
| 90 Days | 11.60% | 0.32% |
| 12 Months | 50.16% | 5.95% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in XES | Overlap | |
|---|---|---|---|---|---|
| WTTR | B | 2.69% | 2.1% | 2.1% |
CBSE Overweight 33 Positions Relative to XES
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | 3.42% | |
| LNG | B | 3.41% | |
| CCL | B | 3.27% | |
| MGNI | A | 3.06% | |
| VST | B | 3.03% | |
| ROL | B | 3.02% | |
| RDDT | B | 2.99% | |
| BWXT | B | 2.94% | |
| OSW | A | 2.9% | |
| TDG | D | 2.88% | |
| ERJ | B | 2.86% | |
| IBN | C | 2.85% | |
| INTC | D | 2.83% | |
| NARI | C | 2.82% | |
| SKY | A | 2.8% | |
| STRL | B | 2.71% | |
| GTLS | B | 2.7% | |
| PL | A | 2.69% | |
| HUMA | F | 2.56% | |
| OKLO | B | 2.4% | |
| DELL | C | 2.18% | |
| VITL | D | 2.1% | |
| SO | D | 2.09% | |
| D | C | 2.09% | |
| CPRI | F | 2.03% | |
| SCHW | B | 2.0% | |
| NEE | D | 1.94% | |
| SCI | B | 1.93% | |
| MC | B | 1.93% | |
| ON | D | 1.92% | |
| AMZN | C | 1.9% | |
| ETR | B | 1.79% | |
| CRSP | D | 0.91% |
CBSE Underweight 26 Positions Relative to XES
| Symbol | Grade | Weight | |
|---|---|---|---|
| BKR | B | -5.69% | |
| FTI | A | -5.17% | |
| WHD | B | -5.13% | |
| HP | B | -5.02% | |
| SLB | C | -4.95% | |
| HAL | C | -4.93% | |
| CHX | C | -4.88% | |
| AROC | B | -4.83% | |
| PTEN | C | -4.73% | |
| RIG | D | -4.66% | |
| NOV | C | -4.64% | |
| VAL | D | -4.2% | |
| WFRD | D | -4.12% | |
| LBRT | D | -4.04% | |
| OII | B | -3.57% | |
| TDW | F | -3.36% | |
| HLX | B | -2.9% | |
| AESI | B | -2.62% | |
| XPRO | F | -2.33% | |
| NBR | C | -1.89% | |
| CLB | B | -1.72% | |
| PUMP | B | -1.62% | |
| RES | D | -1.29% | |
| NR | B | -0.79% | |
| TTI | C | -0.77% | |
| VTOL | B | -0.68% |
CBSE: Top Represented Industries & Keywords
XES: Top Represented Industries & Keywords
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