CBSE vs. XSMO

In the year-to-date period, CBSE achieves a -5.92% return, which is significantly lower than XSMO's -3.01% return.

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CBSE has a 0.85% expense ratio, which is higher than XSMO's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Changebridge Capital Sustainable Equity ETF (CBSE) and Invesco S&P SmallCap Momentum ETF (XSMO). 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.

The current CBSE Sharpe Ratio is 0.29, which is comparable to the XSMO Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of CBSE and XSMO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CBSE's dividend yield for the trailing twelve months is around 0.40%, less than XSMO's 0.86% yield.

The maximum CBSE drawdown since its inception was -36.30%, smaller than the maximum XSMO drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for CBSE and XSMO. For additional features, visit the drawdowns tool.

The current volatility for Changebridge Capital Sustainable Equity ETF (CBSE) is 6.37%, while Invesco S&P SmallCap Momentum ETF (XSMO) has a volatility of 6.77%. This indicates that CBSE experiences smaller price fluctuations and is considered to be less risky than XSMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.