CBSE vs. VBR
Compare and contrast key facts about Changebridge Capital Sustainable Equity ETF (CBSE) and Vanguard Small-Cap Value ETF (VBR).
CBSE and VBR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CBSE is an actively managed fund by Changebridge Capital LLC. It was launched on Nov 13, 2020. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBSE or VBR.
Correlation
The correlation between CBSE and VBR is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CBSE vs. VBR - Performance Comparison
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Key characteristics
CBSE:
0.29
VBR:
0.03
CBSE:
0.67
VBR:
0.28
CBSE:
1.09
VBR:
1.04
CBSE:
0.35
VBR:
0.08
CBSE:
1.09
VBR:
0.25
CBSE:
9.48%
VBR:
7.89%
CBSE:
27.28%
VBR:
21.24%
CBSE:
-36.30%
VBR:
-62.01%
CBSE:
-15.44%
VBR:
-13.49%
Returns By Period
The year-to-date returns for both investments are quite close, with CBSE having a -5.92% return and VBR slightly higher at -5.66%.
CBSE
-5.92%
12.96%
-5.51%
7.63%
N/A
N/A
VBR
-5.66%
9.67%
-11.19%
0.89%
15.95%
7.75%
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CBSE vs. VBR - Expense Ratio Comparison
CBSE has a 0.85% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
CBSE vs. VBR — Risk-Adjusted Performance Rank
CBSE
VBR
CBSE vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Changebridge Capital Sustainable Equity ETF (CBSE) and Vanguard Small-Cap Value ETF (VBR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CBSE vs. VBR - Dividend Comparison
CBSE's dividend yield for the trailing twelve months is around 0.40%, less than VBR's 2.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBSE Changebridge Capital Sustainable Equity ETF | 0.40% | 0.37% | 1.50% | 0.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 2.27% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
CBSE vs. VBR - Drawdown Comparison
The maximum CBSE drawdown since its inception was -36.30%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for CBSE and VBR. For additional features, visit the drawdowns tool.
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Volatility
CBSE vs. VBR - Volatility Comparison
The current volatility for Changebridge Capital Sustainable Equity ETF (CBSE) is 6.37%, while Vanguard Small-Cap Value ETF (VBR) has a volatility of 6.93%. This indicates that CBSE experiences smaller price fluctuations and is considered to be less risky than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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