PEJ vs. CBSE ETF Comparison
Comparison of PowerShares Dynamic Leisure & Entertainment Portfolio (PEJ) to Changebridge Capital Sustainable Equity ETF (CBSE)
PEJ
PowerShares Dynamic Leisure & Entertainment Portfolio
PEJ Description
The PowerShares Dynamic Leisure and Entertainment Portfolio (Fund) is based on the Dynamic Leisure & Entertainment IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US leisure and entertainment companies. These are companies that are principally engaged in the design, production or distribution of goods or services in the leisure and entertainment industries. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$44.75
Average Daily Volume
51,023
27
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
$27.24
Average Daily Volume
790
36
Performance
| Period | PEJ | CBSE |
|---|---|---|
| 30 Days | -1.84% | -0.80% |
| 60 Days | 0.84% | -0.01% |
| 90 Days | 5.80% | 7.67% |
| 12 Months | 10.11% | 21.09% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PEJ | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| MMYT | A | 3.05% | 2.4% | 2.4% |
PEJ Overweight 26 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| RCL | A | 5.96% | |
| DASH | D | 5.48% | |
| HLT | D | 4.91% | |
| EXPE | A | 4.81% | |
| MAR | D | 4.74% | |
| LYV | F | 4.71% | |
| BKNG | D | 4.54% | |
| WBD | F | 3.95% | |
| SKYW | A | 3.22% | |
| UAL | B | 3.18% | |
| WING | A | 3.1% | |
| LGF.A | A | 3.03% | |
| EAT | A | 2.87% | |
| TXRH | A | 2.83% | |
| SHAK | B | 2.83% | |
| CNK | D | 2.79% | |
| FOXA | A | 2.74% | |
| LNW | C | 2.73% | |
| USFD | C | 2.7% | |
| PARA | B | 2.68% | |
| TRIP | C | 2.62% | |
| MSGS | B | 2.61% | |
| MSGE | A | 2.55% | |
| RRR | D | 2.52% | |
| WMG | C | 2.41% | |
| EB | F | 1.61% |
PEJ Underweight 35 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCOM | A | -3.46% | |
| AVGO | D | -3.37% | |
| HUMA | B | -3.34% | |
| ASML | D | -3.3% | |
| AAPL | C | -3.06% | |
| STRL | D | -2.97% | |
| MSFT | D | -2.85% | |
| LRCX | D | -2.81% | |
| NU | C | -2.74% | |
| SKY | C | -2.71% | |
| MU | A | -2.7% | |
| EG | D | -2.68% | |
| IBN | A | -2.6% | |
| ECL | B | -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 | D | -2.42% | |
| NOC | B | -2.34% | |
| FTI | A | -2.32% | |
| BLBD | C | -2.2% | |
| INDI | F | -2.09% | |
| WTTR | B | -2.05% | |
| NVDA | C | -2.04% | |
| NFE | F | -2.02% | |
| GTLS | F | -1.97% | |
| HLX | B | -1.87% | |
| RIG | F | -1.68% |
PEJ: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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