FXH vs. CBSE ETF Comparison
Comparison of First Trust Health Care AlphaDEX (FXH) to Changebridge Capital Sustainable Equity ETF (CBSE)
FXH
First Trust Health Care AlphaDEX
FXH Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Health Care Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the health care sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.
Grade (RS Rating)
Last Trade
$104.80
Average Daily Volume
31,410
79
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
$28.25
Average Daily Volume
846
36
Performance
| Period | FXH | CBSE |
|---|---|---|
| 30 Days | -1.89% | 1.97% |
| 60 Days | -3.48% | 4.55% |
| 90 Days | 0.53% | 11.00% |
| 12 Months | -2.89% | 22.92% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FXH | Weight in CBSE | Overlap |
|---|
FXH Overweight 79 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| UTHR | A | 2.27% | |
| NTRA | A | 2.25% | |
| SWAV | A | 2.22% | |
| EHC | A | 2.22% | |
| DVA | B | 2.19% | |
| MEDP | C | 2.17% | |
| VTRS | D | 2.16% | |
| CI | C | 2.15% | |
| PINC | F | 2.1% | |
| LLY | C | 2.08% | |
| HCA | D | 2.05% | |
| RPRX | D | 2.03% | |
| CAH | F | 2.02% | |
| DGX | B | 1.84% | |
| MOH | F | 1.83% | |
| ELV | B | 1.81% | |
| BMY | F | 1.8% | |
| PRGO | B | 1.79% | |
| EXEL | F | 1.75% | |
| GEHC | D | 1.72% | |
| CNC | D | 1.65% | |
| ISRG | D | 1.64% | |
| UHS | D | 1.63% | |
| ZBH | D | 1.62% | |
| INCY | D | 1.62% | |
| JAZZ | D | 1.62% | |
| ICLR | D | 1.59% | |
| GILD | F | 1.58% | |
| HUM | F | 1.53% | |
| BRKR | D | 1.52% | |
| NBIX | B | 1.25% | |
| BIIB | D | 1.24% | |
| OGN | B | 1.24% | |
| QGEN | C | 1.22% | |
| MRK | B | 1.22% | |
| UNH | C | 1.22% | |
| HSIC | F | 1.2% | |
| SYK | D | 1.17% | |
| REGN | C | 1.15% | |
| MDT | D | 1.15% | |
| IQV | D | 1.15% | |
| TFX | F | 1.14% | |
| DXCM | D | 1.12% | |
| ICUI | F | 1.12% | |
| EW | D | 1.11% | |
| CRL | D | 1.06% | |
| IART | F | 1.02% | |
| RMD | B | 0.96% | |
| TNDM | B | 0.92% | |
| SRPT | B | 0.87% | |
| HOLX | C | 0.86% | |
| RARE | D | 0.83% | |
| THC | A | 0.83% | |
| ABT | F | 0.83% | |
| VRTX | D | 0.83% | |
| PFE | D | 0.81% | |
| MASI | B | 0.81% | |
| JNJ | F | 0.81% | |
| STE | D | 0.8% | |
| ENOV | F | 0.78% | |
| CHE | D | 0.77% | |
| VEEV | D | 0.76% | |
| INSP | B | 0.47% | |
| TMO | D | 0.41% | |
| RCM | F | 0.4% | |
| A | D | 0.4% | |
| AMGN | B | 0.4% | |
| LH | F | 0.39% | |
| IDXX | F | 0.39% | |
| BDX | F | 0.39% | |
| GMED | F | 0.39% | |
| BAX | F | 0.39% | |
| TECH | C | 0.38% | |
| ALGN | F | 0.38% | |
| TDOC | F | 0.37% | |
| ABBV | D | 0.37% | |
| DOCS | F | 0.37% | |
| AGL | F | 0.35% | |
| APLS | F | 0.34% |
FXH Underweight 36 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCOM | A | -3.46% | |
| AVGO | C | -3.37% | |
| HUMA | B | -3.34% | |
| ASML | D | -3.3% | |
| AAPL | B | -3.06% | |
| STRL | D | -2.97% | |
| MSFT | C | -2.85% | |
| LRCX | D | -2.81% | |
| NU | C | -2.74% | |
| SKY | D | -2.71% | |
| MU | B | -2.7% | |
| EG | C | -2.68% | |
| IBN | A | -2.6% | |
| ECL | A | -2.6% | |
| TSM | C | -2.58% | |
| PANW | B | -2.58% | |
| CHK | B | -2.56% | |
| ICFI | C | -2.54% | |
| SN | A | -2.52% | |
| DKNG | C | -2.5% | |
| TDG | A | -2.49% | |
| FCX | B | -2.45% | |
| TMDX | A | -2.44% | |
| ERJ | A | -2.42% | |
| NARI | F | -2.42% | |
| MMYT | B | -2.4% | |
| NOC | B | -2.34% | |
| FTI | B | -2.32% | |
| BLBD | C | -2.2% | |
| INDI | F | -2.09% | |
| WTTR | B | -2.05% | |
| NVDA | C | -2.04% | |
| NFE | F | -2.02% | |
| GTLS | B | -1.97% | |
| HLX | B | -1.87% | |
| RIG | F | -1.68% |
FXH: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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