XHE vs. CBLS ETF Comparison

Comparison of SPDR S&P Health Care Equipment (XHE) to Changebridge Capital Long/Short Equity ETF (CBLS)
XHE

SPDR S&P Health Care Equipment

XHE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the health care equipment and supplies segment of a U.S. total market composite index. In seeking to track the performance of the S&P Health Care Equipment Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the health care equipment industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$84.86

Average Daily Volume

23,813

Number of Holdings *

66

* may have additional holdings in another (foreign) market
CBLS

Changebridge Capital Long/Short Equity ETF

CBLS Description The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.08

Average Daily Volume

4,186

Number of Holdings *

68

* may have additional holdings in another (foreign) market
Performance
Period XHE CBLS
30 Days 0.58% 0.05%
60 Days -0.46% 2.96%
90 Days 0.17% 8.68%
12 Months -13.15% 12.06%
3 Overlapping Holdings
Symbol Grade Weight in XHE Weight in CBLS Overlap
DXCM D 1.72% 2.2% 1.72%
NARI D 1.49% 1.92% 1.49%
TMDX A 1.8% 2.38% 1.8%
XHE Overweight 63 Positions Relative to CBLS
Symbol Grade Weight
STAA B 2.21%
SWAV A 2.2%
INSP B 1.96%
TNDM A 1.95%
GKOS A 1.93%
HAE A 1.86%
BSX A 1.83%
SILK B 1.81%
PRCT A 1.79%
UFPT A 1.77%
LNTH B 1.76%
LIVN A 1.73%
MASI B 1.7%
ALGN F 1.68%
IRTC B 1.68%
RXST A 1.67%
HOLX B 1.66%
AXNX C 1.66%
MMSI A 1.65%
RMD A 1.64%
BDX C 1.62%
ITGR B 1.62%
ISRG C 1.61%
EW D 1.61%
ATEC D 1.61%
OMCL C 1.6%
SYK D 1.59%
NVST F 1.59%
ZBH F 1.59%
MDT C 1.57%
BAX F 1.55%
TFX F 1.55%
PODD D 1.54%
GEHC D 1.54%
ICUI F 1.53%
GMED F 1.53%
XRAY F 1.52%
ENOV F 1.5%
ABT D 1.49%
IDXX F 1.47%
STE D 1.45%
PEN D 1.42%
OFIX D 1.36%
IART F 1.3%
NVRO F 1.28%
NVCR F 1.25%
SIBN F 1.25%
CNMD F 1.23%
NEOG F 1.23%
TMCI F 1.16%
AVNS C 1.11%
VREX F 1.08%
ATRC F 1.05%
LMAT B 1.03%
EMBC F 1.0%
KIDS B 0.95%
ZIMV C 0.85%
OSUR D 0.81%
FNA F 0.79%
TCMD F 0.76%
LUNG D 0.54%
ATRI B 0.51%
SRDX B 0.24%
XHE Underweight 65 Positions Relative to CBLS
Symbol Grade Weight
FCX B -3.13%
AVGO D -2.85%
ASML D -2.79%
SKY C -2.6%
TCOM A -2.56%
NVDA C -2.55%
MMYT A -2.55%
HUMA B -2.54%
AAPL C -2.46%
FANG B -2.44%
STRL D -2.43%
TDG A -2.41%
EG D -2.4%
MSFT D -2.34%
LRCX D -2.3%
MU A -2.21%
GTLS F -2.2%
NU C -2.2%
SN A -2.17%
IBN A -2.14%
ERJ A -2.12%
BLBD C -2.11%
PANW B -2.09%
ECL B -2.08%
TSM C -2.06%
ICFI C -2.04%
DKNG C -1.99%
NOC B -1.98%
HLX B -1.9%
CHK B -1.89%
BKNG D -1.87%
RTX A -1.86%
GD A -1.79%
WTTR B -1.79%
FTI A -1.73%
NFE F -1.69%
RIG F -1.66%
INDI F -1.3%
HOG D --0.4%
BC F --0.69%
SOFI F --0.75%
POOL F --0.79%
AVY B --0.79%
IBM D --0.9%
CHH C --0.91%
DOOO C --0.93%
YETI F --0.96%
ONON C --0.98%
BXP F --0.98%
INTC F --1.0%
BGFV F --1.05%
F B --1.05%
BALL A --1.06%
ZION A --1.08%
WAL B --1.09%
EWBC A --1.09%
CMA A --1.1%
MTB A --1.13%
PAYX D --1.25%
UTHR A --1.27%
ENR B --1.34%
FIGS D --1.39%
LAD F --1.44%
LOW D --1.45%
BBY F --1.45%
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