JDVI vs. CBSE ETF Comparison
Comparison of John Hancock Disciplined Value International Select ETF (JDVI) to Changebridge Capital Sustainable Equity ETF (CBSE)
JDVI
John Hancock Disciplined Value International Select ETF
JDVI Description
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of equity and equity-related securities issued by non-U.S. large and mid-capitalization companies that meet the fund"s value criteria. The fund generally invests in the equity securities of issuers the manager believes are undervalued. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.32
Average Daily Volume
8,264
4
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
$29.04
Average Daily Volume
887
35
Performance
| Period | JDVI | CBSE |
|---|---|---|
| 30 Days | 2.36% | 6.09% |
| 60 Days | 5.49% | 9.13% |
| 90 Days | 10.88% | 11.92% |
| 12 Months | 26.83% |
0 Overlapping Holdings
| Symbol | Grade | Weight in JDVI | Weight in CBSE | Overlap |
|---|
JDVI Underweight 35 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCOM | A | -3.51% | |
| INDI | F | -3.42% | |
| HUMA | B | -3.38% | |
| AVGO | C | -3.24% | |
| ASML | D | -3.18% | |
| AAPL | B | -3.1% | |
| MU | B | -3.04% | |
| NVDA | B | -3.02% | |
| SKY | D | -2.91% | |
| STRL | B | -2.9% | |
| NU | C | -2.87% | |
| MSFT | C | -2.8% | |
| LRCX | D | -2.73% | |
| RDFN | D | -2.64% | |
| ICFI | C | -2.58% | |
| ECL | A | -2.57% | |
| TSM | B | -2.56% | |
| PANW | B | -2.55% | |
| DKNG | D | -2.54% | |
| NARI | F | -2.53% | |
| SN | A | -2.51% | |
| MMYT | B | -2.49% | |
| ERJ | B | -2.49% | |
| TDG | A | -2.44% | |
| TMDX | B | -2.41% | |
| CHK | B | -2.37% | |
| WTTR | B | -2.36% | |
| IBN | B | -2.3% | |
| BLBD | C | -2.25% | |
| OSW | B | -2.23% | |
| FTI | B | -2.19% | |
| GTLS | B | -1.95% | |
| BRCC | D | -1.85% | |
| HLX | B | -1.78% | |
| FCX | B | -1.6% |
JDVI: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
Compare ETFs
