EAGL vs. CBLS ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to Changebridge Capital Long/Short Equity ETF (CBLS)
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.
Grade (RS Rating)
Last Trade
$28.58
Average Daily Volume
52,616
24
CBLS
Changebridge Capital Long/Short Equity ETF
CBLS Description
The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.83
Average Daily Volume
2,139
63
Performance
Period | EAGL | CBLS |
---|---|---|
30 Days | 3.94% | 4.28% |
60 Days | 4.70% | 5.58% |
90 Days | 6.78% | 5.18% |
12 Months | 35.65% |
EAGL Overweight 22 Positions Relative to CBLS
EAGL Underweight 61 Positions Relative to CBLS
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | B | -3.31% | |
LNG | A | -3.31% | |
WTTR | A | -3.07% | |
INTC | C | -2.91% | |
GTLS | A | -2.81% | |
MGNI | B | -2.76% | |
WMT | A | -2.75% | |
SKY | A | -2.73% | |
BWXT | B | -2.7% | |
COST | A | -2.64% | |
ORCL | A | -2.62% | |
STRL | A | -2.54% | |
CCL | A | -2.49% | |
RDDT | A | -2.45% | |
OSW | B | -2.43% | |
IBN | C | -2.38% | |
ECL | D | -2.32% | |
GD | D | -2.32% | |
NARI | C | -2.3% | |
RTX | D | -2.29% | |
ROL | B | -2.28% | |
D | C | -2.24% | |
VST | A | -2.23% | |
SO | C | -2.23% | |
NEE | C | -2.12% | |
ERJ | A | -2.12% | |
HUMA | F | -2.11% | |
SCHW | B | -2.08% | |
MC | C | -1.98% | |
ETR | B | -1.93% | |
SCI | B | -1.92% | |
DELL | B | -1.91% | |
TDG | D | -1.78% | |
CRSP | D | -0.86% | |
KLG | B | --0.49% | |
KDP | F | --0.5% | |
POST | C | --0.5% | |
GIS | D | --0.51% | |
PEP | F | --0.51% | |
DOOO | F | --0.9% | |
TTC | C | --0.93% | |
R | B | --0.95% | |
GIII | D | --0.97% | |
PFE | F | --1.06% | |
SIG | B | --1.07% | |
JNJ | C | --1.1% | |
MRNA | F | --1.15% | |
MIDD | C | --1.16% | |
ROK | C | --1.17% | |
ENR | B | --1.19% | |
AME | A | --1.2% | |
NVO | F | --1.3% | |
LLY | F | --1.37% | |
F | C | --1.41% | |
DE | B | --1.45% | |
HELE | C | --1.71% | |
HSY | F | --1.75% | |
VSAT | F | --1.75% | |
GOGO | C | --1.77% | |
NOW | A | --1.8% | |
TSLA | B | --2.63% |
EAGL: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords