UPGR vs. CBSE ETF Comparison
Comparison of Xtrackers US Green Infrastructure Select Equity ETF (UPGR) to Changebridge Capital Sustainable Equity ETF (CBSE)
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
UPGR Description
The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.
Grade (RS Rating)
Last Trade
$18.23
Average Daily Volume
102
10
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
$26.81
Average Daily Volume
778
36
Performance
| Period | UPGR | CBSE |
|---|---|---|
| 30 Days | -7.63% | -3.28% |
| 60 Days | -8.08% | -1.58% |
| 90 Days | -6.47% | 5.96% |
| 12 Months | 18.89% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UPGR | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| GTLS | D | 2.71% | 1.97% | 1.97% |
UPGR Underweight 35 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCOM | A | -3.46% | |
| AVGO | D | -3.37% | |
| HUMA | A | -3.34% | |
| ASML | D | -3.3% | |
| AAPL | F | -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 | 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 | A | -2.45% | |
| TMDX | A | -2.44% | |
| ERJ | A | -2.42% | |
| NARI | D | -2.42% | |
| MMYT | A | -2.4% | |
| NOC | A | -2.34% | |
| FTI | B | -2.32% | |
| BLBD | D | -2.2% | |
| INDI | D | -2.09% | |
| WTTR | B | -2.05% | |
| NVDA | C | -2.04% | |
| NFE | F | -2.02% | |
| HLX | B | -1.87% | |
| RIG | F | -1.68% |
UPGR: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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