EAGL vs. CBSE ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to Changebridge Capital Sustainable Equity ETF (CBSE)
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
$27.71
Average Daily Volume
50,515
24
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
Performance
| Period | EAGL | CBSE |
|---|---|---|
| 30 Days | 1.61% | -0.74% |
| 60 Days | 2.74% | 2.29% |
| 90 Days | 8.03% | 6.73% |
| 12 Months | 45.19% |
1 Overlapping Holdings
| Symbol | Grade | Weight in EAGL | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| AMZN | A | 7.68% | 2.28% | 2.28% |
EAGL Overweight 23 Positions Relative to CBSE
EAGL Underweight 35 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMD | F | -3.32% | |
| ERJ | C | -3.32% | |
| OSW | A | -3.28% | |
| SCI | A | -3.27% | |
| ICFI | B | -3.19% | |
| 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% | |
| 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% |
EAGL: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
Compare ETFs
