CLSE vs. JCPB ETF Comparison
Comparison of Convergence Long/Short Equity ETF (CLSE) to JPMorgan Core Plus Bond ETF (JCPB)
CLSE
Convergence Long/Short Equity ETF
CLSE Description
The investment seeks long-term capital growth. The fund seeks to invest, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in long and short positions in equity securities of domestic companies. The adviser intends to maintain a net long exposure (the market value of long positions minus the market value of short positions) of approximately 50% to 100%. Under normal market conditions, the fund’s long positions may range from approximately 90% to 150% and its short positions may range from approximately 20% to 70%.
Grade (RS Rating)
Last Trade
$21.55
Average Daily Volume
91,941
Number of Holdings
*
342
* may have additional holdings in another (foreign) market
JCPB
JPMorgan Core Plus Bond ETF
JCPB Description
The investment seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium- and low-grade debt securities. As a matter of non-fundamental policy, the fund will ordinarily invest at least 80% of its assets in bonds. The fund's average weighted maturity will ordinarily range between five and twenty years. The balance of the fund's assets are not required to meet any minimum quality rating although the fund will not, under normal circumstances, invest more than 35% of its assets in below investment grade securities (or the unrated equivalent).Grade (RS Rating)
Last Trade
$46.58
Average Daily Volume
354,140
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
Performance
| Period | CLSE | JCPB |
|---|---|---|
| 30 Days | 3.01% | 1.45% |
| 60 Days | 8.02% | 3.33% |
| 90 Days | 4.51% | 1.32% |
| 12 Months | 39.92% | 4.91% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CLSE | Weight in JCPB | Overlap | |
|---|---|---|---|---|---|
| CHK | D | -0.17% | 0.0% | -0.17% |
CLSE Overweight 341 Positions Relative to JCPB
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 5.2% | |
| MSFT | A | 3.52% | |
| AMZN | A | 3.25% | |
| GOOGL | A | 2.87% | |
| QCOM | B | 2.71% | |
| MU | B | 2.66% | |
| AMAT | B | 2.48% | |
| GOOG | A | 2.35% | |
| ANET | B | 2.04% | |
| APP | B | 1.94% | |
| NTAP | B | 1.93% | |
| SNX | B | 1.82% | |
| META | B | 1.62% | |
| COIN | C | 1.49% | |
| CRWD | B | 1.42% | |
| AAPL | B | 1.39% | |
| WMT | A | 1.31% | |
| GDDY | B | 1.3% | |
| IBM | C | 1.25% | |
| NTNX | D | 1.11% | |
| SPOT | B | 1.1% | |
| CVNA | B | 1.08% | |
| CVLT | A | 1.08% | |
| NFLX | A | 1.01% | |
| LLY | B | 0.88% | |
| SYF | B | 0.88% | |
| ABBV | B | 0.87% | |
| HALO | B | 0.86% | |
| T | A | 0.86% | |
| CRBG | B | 0.85% | |
| AMG | C | 0.84% | |
| OGN | B | 0.81% | |
| HIMS | C | 0.8% | |
| MUSA | A | 0.8% | |
| JNJ | C | 0.8% | |
| PYPL | D | 0.78% | |
| MRK | A | 0.78% | |
| HD | B | 0.78% | |
| MPC | C | 0.78% | |
| DOCU | C | 0.77% | |
| BAC | B | 0.76% | |
| EME | B | 0.75% | |
| AMGN | B | 0.75% | |
| ICLR | B | 0.75% | |
| MCK | A | 0.75% | |
| VRT | D | 0.73% | |
| MO | A | 0.72% | |
| BRBR | D | 0.71% | |
| PBF | F | 0.7% | |
| GM | B | 0.7% | |
| PG | A | 0.7% | |
| HOOD | B | 0.7% | |
| PAGS | F | 0.69% | |
| MRO | B | 0.69% | |
| SEIC | C | 0.69% | |
| THC | B | 0.68% | |
| BG | C | 0.68% | |
| HQY | B | 0.67% | |
| SM | C | 0.66% | |
| VLO | D | 0.65% | |
| WFC | C | 0.65% | |
| AMRX | B | 0.64% | |
| JPM | B | 0.64% | |
| PRU | B | 0.63% | |
| F | D | 0.62% | |
| XOM | D | 0.61% | |
| SKYW | B | 0.61% | |
| TSN | C | 0.61% | |
| OC | B | 0.6% | |
| PPC | C | 0.6% | |
| AXP | C | 0.59% | |
| FTDR | B | 0.58% | |
| FITB | C | 0.58% | |
| STRL | C | 0.57% | |
| UMBF | D | 0.57% | |
| DOCS | C | 0.56% | |
| VST | C | 0.54% | |
| DVA | B | 0.54% | |
| MLI | C | 0.53% | |
| NU | A | 0.53% | |
| ACIW | A | 0.52% | |
| IIPR | B | 0.52% | |
| UHS | A | 0.51% | |
| SQ | F | 0.51% | |
| KNF | D | 0.5% | |
| LNTH | C | 0.5% | |
| ITRI | C | 0.49% | |
| LOPE | D | 0.49% | |
| GVA | B | 0.48% | |
| BAH | B | 0.48% | |
| ROAD | B | 0.48% | |
| UNP | D | 0.48% | |
| RGA | B | 0.48% | |
| ALL | D | 0.47% | |
| LDOS | B | 0.47% | |
| SLVM | B | 0.46% | |
| NEE | B | 0.46% | |
| IESC | D | 0.45% | |
| PNW | C | 0.45% | |
| DY | B | 0.45% | |
| DPZ | B | 0.44% | |
| PSTG | B | 0.44% | |
| VTRS | D | 0.44% | |
| NRG | B | 0.44% | |
| GFF | D | 0.43% | |
| UBER | C | 0.43% | |
| CAT | C | 0.43% | |
| BCO | A | 0.42% | |
| POWL | C | 0.42% | |
| BCC | D | 0.42% | |
| REZI | D | 0.42% | |
| FCX | C | 0.41% | |
| NEM | B | 0.41% | |
| CNA | B | 0.41% | |
| NSA | A | 0.4% | |
| GMS | D | 0.4% | |
| GLPI | B | 0.39% | |
| GRMN | B | 0.36% | |
| EXP | D | 0.35% | |
| PINS | B | 0.35% | |
| STLD | C | 0.35% | |
| WDC | B | 0.35% | |
| SPG | B | 0.34% | |
| STAG | C | 0.34% | |
| BLD | C | 0.34% | |
| SMCI | B | 0.33% | |
| DKNG | C | 0.33% | |
| ANF | B | 0.32% | |
| JHG | B | 0.32% | |
| AMR | F | 0.3% | |
| IBP | D | 0.29% | |
| BKNG | A | 0.29% | |
| AVA | D | 0.28% | |
| PGR | C | 0.27% | |
| KD | B | 0.26% | |
| CNC | D | 0.26% | |
| KR | D | 0.25% | |
| FDX | C | 0.23% | |
| SKT | D | 0.22% | |
| EBAY | A | 0.22% | |
| PFE | C | 0.22% | |
| MAN | D | 0.2% | |
| BLDR | F | 0.2% | |
| J | C | 0.2% | |
| NTRA | B | 0.2% | |
| HRB | A | 0.19% | |
| DECK | B | 0.19% | |
| GLW | A | 0.17% | |
| MGM | C | 0.16% | |
| EXC | D | 0.13% | |
| APPF | C | 0.12% | |
| FG | C | 0.12% | |
| INCY | B | 0.12% | |
| VCTR | D | 0.08% | |
| NEU | D | 0.07% | |
| QQQ | A | 0.0% | |
| IRT | A | -0.04% | |
| DOC | B | -0.05% | |
| WHR | D | -0.05% | |
| WOR | F | -0.06% | |
| VTR | A | -0.06% | |
| JOBY | C | -0.06% | |
| RYAN | A | -0.07% | |
| PCH | F | -0.07% | |
| RRC | D | -0.07% | |
| MCW | C | -0.08% | |
| LPX | B | -0.08% | |
| LGIH | F | -0.08% | |
| AES | C | -0.08% | |
| AWR | D | -0.08% | |
| COLD | C | -0.08% | |
| CHDN | A | -0.08% | |
| PYCR | F | -0.09% | |
| PENN | C | -0.09% | |
| PNM | D | -0.09% | |
| CWST | B | -0.1% | |
| ATO | B | -0.1% | |
| NSC | D | -0.1% | |
| VAC | F | -0.1% | |
| PR | D | -0.1% | |
| DAY | F | -0.1% | |
| JBHT | F | -0.1% | |
| SUI | D | -0.11% | |
| EXR | A | -0.11% | |
| ACVA | C | -0.11% | |
| PLNT | B | -0.11% | |
| CRS | C | -0.12% | |
| MAC | D | -0.12% | |
| VFC | C | -0.12% | |
| EQIX | C | -0.12% | |
| WTM | B | -0.13% | |
| NARI | C | -0.13% | |
| NOVT | B | -0.14% | |
| LHX | A | -0.14% | |
| TXG | F | -0.14% | |
| PGNY | F | -0.14% | |
| SITC | B | -0.14% | |
| AGL | D | -0.14% | |
| RUN | C | -0.15% | |
| XYL | B | -0.15% | |
| WTW | B | -0.15% | |
| FMC | D | -0.15% | |
| FLNC | D | -0.15% | |
| CZR | C | -0.15% | |
| WAFD | D | -0.15% | |
| KNSL | D | -0.15% | |
| AAP | C | -0.15% | |
| UHAL | D | -0.15% | |
| CNXC | C | -0.15% | |
| GATX | B | -0.16% | |
| UEC | D | -0.16% | |
| O | C | -0.16% | |
| VMC | D | -0.16% | |
| AJG | A | -0.16% | |
| BE | C | -0.16% | |
| CAR | D | -0.16% | |
| SHC | C | -0.16% | |
| KVUE | D | -0.16% | |
| FOXF | C | -0.16% | |
| XP | F | -0.17% | |
| DG | D | -0.17% | |
| MTN | D | -0.17% | |
| ROK | F | -0.17% | |
| LNC | B | -0.17% | |
| ALLY | B | -0.18% | |
| PRCT | C | -0.18% | |
| PPBI | F | -0.18% | |
| FL | B | -0.18% | |
| MSGS | C | -0.18% | |
| CACC | D | -0.18% | |
| ASB | D | -0.18% | |
| SBCF | F | -0.18% | |
| IVZ | C | -0.19% | |
| IRTC | C | -0.19% | |
| NFE | F | -0.19% | |
| SPR | C | -0.19% | |
| DLTR | F | -0.19% | |
| IPAR | F | -0.19% | |
| EL | F | -0.19% | |
| CARR | B | -0.2% | |
| GO | D | -0.2% | |
| GMED | B | -0.2% | |
| TSLA | C | -0.2% | |
| KNX | C | -0.2% | |
| CG | C | -0.2% | |
| CRL | D | -0.21% | |
| GTLS | F | -0.21% | |
| APD | B | -0.21% | |
| NTLA | C | -0.21% | |
| EVR | B | -0.21% | |
| RIVN | C | -0.21% | |
| UCBI | D | -0.21% | |
| RBA | B | -0.21% | |
| GLOB | D | -0.21% | |
| NOG | D | -0.22% | |
| NXST | C | -0.22% | |
| VVV | C | -0.22% | |
| WAL | D | -0.22% | |
| ARWR | C | -0.22% | |
| BANC | D | -0.22% | |
| BOKF | D | -0.22% | |
| CNH | F | -0.22% | |
| FSLR | C | -0.23% | |
| HSY | F | -0.23% | |
| GPOR | D | -0.23% | |
| PEN | F | -0.23% | |
| SUM | D | -0.23% | |
| LAD | F | -0.23% | |
| HI | D | -0.23% | |
| RNR | B | -0.24% | |
| BIO | D | -0.24% | |
| TGNA | D | -0.24% | |
| LW | C | -0.24% | |
| INST | B | -0.25% | |
| OKE | C | -0.25% | |
| AEIS | B | -0.25% | |
| D | D | -0.25% | |
| EQT | D | -0.25% | |
| FCNCA | D | -0.25% | |
| ALNY | B | -0.25% | |
| FIVE | F | -0.26% | |
| ALB | F | -0.26% | |
| MS | B | -0.26% | |
| SJM | F | -0.26% | |
| VSAT | F | -0.27% | |
| FICO | A | -0.27% | |
| DIOD | B | -0.28% | |
| FOUR | C | -0.28% | |
| NDAQ | C | -0.28% | |
| DAR | F | -0.28% | |
| RVMD | B | -0.28% | |
| KMX | C | -0.29% | |
| BX | C | -0.29% | |
| HASI | B | -0.29% | |
| MKTX | F | -0.29% | |
| MC | D | -0.29% | |
| GE | B | -0.29% | |
| NEOG | C | -0.3% | |
| SBUX | D | -0.3% | |
| GS | B | -0.3% | |
| INSP | F | -0.31% | |
| PARA | F | -0.31% | |
| RCM | B | -0.31% | |
| FIVN | F | -0.32% | |
| ASAN | D | -0.32% | |
| CCOI | F | -0.32% | |
| UI | C | -0.32% | |
| ZI | F | -0.33% | |
| APLS | F | -0.33% | |
| ALGM | F | -0.34% | |
| IAC | F | -0.35% | |
| BBIO | D | -0.35% | |
| TTWO | B | -0.36% | |
| WBD | F | -0.37% | |
| LBRDK | D | -0.38% | |
| TECH | C | -0.38% | |
| BOOT | B | -0.39% | |
| MARA | C | -0.4% | |
| VSH | F | -0.4% | |
| RH | F | -0.43% | |
| CFLT | F | -0.46% | |
| SRE | B | -0.46% | |
| SATS | C | -0.47% | |
| U | F | -0.47% | |
| DV | D | -0.47% | |
| LYV | C | -0.47% | |
| RIOT | D | -0.48% | |
| FND | C | -0.5% | |
| ZBRA | D | -0.53% | |
| LITE | B | -0.55% | |
| COHR | B | -0.57% | |
| TXN | B | -0.58% | |
| BA | D | -0.58% | |
| CGNX | B | -0.59% | |
| WOLF | D | -0.61% | |
| PANW | B | -0.62% | |
| SNPS | B | -0.63% | |
| GFS | C | -0.66% | |
| MCHP | C | -0.73% | |
| KLIC | C | -0.84% | |
| INTC | F | -0.89% |
CLSE Underweight 0 Positions Relative to JCPB
| Symbol | Grade | Weight |
|---|
CLSE: Top Represented Industries & Keywords
Industries:
Software - Application
Building Materials
Banks - Regional - US
Semiconductors
Asset Management
Biotechnology
Software - Infrastructure
Oil & Gas E&P
Diagnostics & Research
Engineering & Construction
Internet Content & Information
Specialty Retail
Capital Markets
Drug Manufacturers - Major
Business Services
Communication Equipment
Diversified Industrials
Information Technology Services
Insurance - Property & Casualty
Medical Devices
JCPB: Top Represented Industries & Keywords
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