CLSE vs. SUSA ETF Comparison
Comparison of Convergence Long/Short Equity ETF (CLSE) to iShares MSCI USA ESG Select ETF (SUSA)
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
$23.68
Average Daily Volume
66,024
Number of Holdings
*
337
* may have additional holdings in another (foreign) market
SUSA
iShares MSCI USA ESG Select ETF
SUSA Description
iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.Grade (RS Rating)
Last Trade
$124.71
Average Daily Volume
60,399
Number of Holdings
*
175
* may have additional holdings in another (foreign) market
Performance
| Period | CLSE | SUSA |
|---|---|---|
| 30 Days | 4.69% | 4.04% |
| 60 Days | 6.81% | 4.55% |
| 90 Days | 9.38% | 6.30% |
| 12 Months | 39.93% | 32.95% |
50 Overlapping Holdings
| Symbol | Grade | Weight in CLSE | Weight in SUSA | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.83% | 4.77% | 0.83% | |
| ANET | C | 1.83% | 0.31% | 0.31% | |
| APTV | D | -0.32% | 0.1% | -0.32% | |
| AVGO | D | 2.28% | 1.56% | 1.56% | |
| BKNG | A | 0.44% | 0.38% | 0.38% | |
| CDNS | B | -0.46% | 0.71% | -0.46% | |
| CHRW | C | 0.61% | 0.57% | 0.57% | |
| CNH | C | -0.18% | 0.17% | -0.18% | |
| CSCO | B | -0.52% | 0.73% | -0.52% | |
| DVA | B | 0.78% | 0.27% | 0.27% | |
| DXCM | D | -0.63% | 0.1% | -0.63% | |
| EQIX | A | -0.14% | 0.58% | -0.14% | |
| EW | C | -0.16% | 0.34% | -0.16% | |
| EXPD | D | 0.14% | 0.77% | 0.14% | |
| FSLR | F | -1.26% | 0.13% | -1.26% | |
| GDDY | A | 1.42% | 0.39% | 0.39% | |
| GE | D | -0.46% | 0.59% | -0.46% | |
| GILD | C | 1.07% | 1.14% | 1.07% | |
| GOOG | C | 0.49% | 1.91% | 0.49% | |
| GOOGL | C | 3.47% | 2.0% | 2.0% | |
| HD | A | 1.13% | 1.68% | 1.13% | |
| HPE | B | 1.92% | 0.65% | 0.65% | |
| INTC | D | -0.93% | 0.39% | -0.93% | |
| KR | B | 0.17% | 0.2% | 0.17% | |
| LKQ | D | -0.17% | 0.49% | -0.17% | |
| LNG | B | 0.97% | 0.85% | 0.85% | |
| LRCX | F | 0.0% | 0.46% | 0.0% | |
| MDB | C | -0.29% | 0.13% | -0.29% | |
| MU | D | 2.13% | 0.26% | 0.26% | |
| NDAQ | A | -0.3% | 0.26% | -0.3% | |
| NEM | D | 0.22% | 0.18% | 0.18% | |
| NFLX | A | 0.79% | 0.49% | 0.49% | |
| NTRS | A | 1.08% | 0.18% | 0.18% | |
| NVDA | C | 4.61% | 5.47% | 4.61% | |
| PG | A | 0.45% | 0.46% | 0.45% | |
| PGR | A | 0.46% | 0.69% | 0.46% | |
| PNC | B | 0.72% | 0.29% | 0.29% | |
| PRU | A | 0.13% | 0.8% | 0.13% | |
| QCOM | F | 1.73% | 0.29% | 0.29% | |
| RIVN | F | -0.42% | 0.09% | -0.42% | |
| SNPS | B | -0.44% | 0.29% | -0.44% | |
| SYF | B | 1.11% | 0.19% | 0.19% | |
| TEAM | A | -0.27% | 0.2% | -0.27% | |
| TSLA | B | 1.22% | 1.8% | 1.22% | |
| TXN | C | -0.81% | 1.28% | -0.81% | |
| VLO | C | 0.29% | 0.28% | 0.28% | |
| VRTX | F | 0.23% | 0.35% | 0.23% | |
| WDC | D | -0.65% | 0.1% | -0.65% | |
| WST | C | -0.59% | 0.23% | -0.59% | |
| XYL | D | -0.23% | 0.51% | -0.23% |
CLSE Overweight 287 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | 3.3% | |
| AMZN | C | 2.53% | |
| APP | B | 2.25% | |
| CVNA | B | 1.85% | |
| WMT | A | 1.82% | |
| IDCC | A | 1.51% | |
| CVLT | B | 1.4% | |
| DOCU | A | 1.37% | |
| PYPL | B | 1.33% | |
| ORCL | B | 1.33% | |
| ACIW | B | 1.3% | |
| JHG | A | 1.21% | |
| NTNX | A | 1.16% | |
| BMY | B | 1.11% | |
| SNEX | B | 1.06% | |
| PLTR | B | 1.02% | |
| NTAP | C | 1.0% | |
| SEIC | B | 0.95% | |
| HALO | F | 0.9% | |
| AMRX | C | 0.9% | |
| BFH | B | 0.88% | |
| GM | B | 0.87% | |
| COR | B | 0.86% | |
| CAH | B | 0.86% | |
| PPC | C | 0.85% | |
| GVA | A | 0.84% | |
| MLI | C | 0.84% | |
| CARG | C | 0.83% | |
| JNJ | D | 0.83% | |
| BAC | A | 0.81% | |
| PRIM | A | 0.8% | |
| MO | A | 0.79% | |
| THC | D | 0.78% | |
| FITB | A | 0.78% | |
| IESC | B | 0.77% | |
| CPNG | D | 0.77% | |
| EME | C | 0.75% | |
| WFC | A | 0.75% | |
| CNX | A | 0.74% | |
| FTI | A | 0.74% | |
| UTHR | C | 0.73% | |
| ABBV | D | 0.72% | |
| RF | A | 0.72% | |
| STRL | B | 0.71% | |
| ZION | B | 0.71% | |
| CMA | A | 0.71% | |
| NRG | B | 0.71% | |
| UHS | D | 0.7% | |
| TMUS | B | 0.7% | |
| CEIX | A | 0.7% | |
| GEN | B | 0.68% | |
| VRT | B | 0.68% | |
| APH | A | 0.67% | |
| UMBF | B | 0.66% | |
| ALSN | B | 0.66% | |
| MTZ | B | 0.66% | |
| AVT | C | 0.66% | |
| MWA | B | 0.65% | |
| BLK | C | 0.65% | |
| JPM | A | 0.64% | |
| EXPE | B | 0.61% | |
| TSN | B | 0.6% | |
| FFIV | B | 0.6% | |
| FTDR | A | 0.58% | |
| AMG | B | 0.58% | |
| LDOS | C | 0.55% | |
| VST | B | 0.55% | |
| RGA | A | 0.55% | |
| GLW | B | 0.52% | |
| MET | A | 0.52% | |
| SLVM | B | 0.5% | |
| UI | A | 0.49% | |
| EXP | A | 0.48% | |
| CACI | D | 0.48% | |
| PNW | B | 0.48% | |
| AVA | A | 0.47% | |
| UNP | C | 0.47% | |
| DUOL | A | 0.45% | |
| ALL | A | 0.45% | |
| LPX | B | 0.43% | |
| CTRE | D | 0.42% | |
| SCCO | F | 0.41% | |
| RMD | C | 0.4% | |
| JXN | C | 0.39% | |
| SR | A | 0.38% | |
| R | B | 0.38% | |
| SPG | B | 0.37% | |
| CNA | B | 0.37% | |
| CF | B | 0.37% | |
| GRMN | B | 0.37% | |
| OUT | A | 0.36% | |
| EQR | B | 0.35% | |
| CCL | B | 0.35% | |
| CDP | C | 0.34% | |
| RGLD | C | 0.32% | |
| CNC | D | 0.31% | |
| PTON | B | 0.31% | |
| LAMR | D | 0.31% | |
| J | F | 0.31% | |
| MPWR | F | 0.3% | |
| CVS | D | 0.29% | |
| T | A | 0.29% | |
| MDT | D | 0.29% | |
| IIPR | D | 0.28% | |
| APA | D | 0.25% | |
| NVR | D | 0.24% | |
| MATX | C | 0.22% | |
| TOL | B | 0.22% | |
| EEFT | B | 0.22% | |
| FLR | B | 0.21% | |
| JLL | D | 0.2% | |
| MUSA | A | 0.2% | |
| ABM | B | 0.19% | |
| BAH | F | 0.18% | |
| NTRA | B | 0.17% | |
| BOX | B | 0.17% | |
| JAZZ | B | 0.16% | |
| FOXA | B | 0.14% | |
| FN | D | 0.13% | |
| VCTR | B | 0.12% | |
| VCYT | B | 0.12% | |
| CINF | A | 0.12% | |
| CDE | D | 0.11% | |
| ILMN | D | 0.1% | |
| AEIS | B | 0.07% | |
| INCY | C | 0.07% | |
| HQY | B | 0.07% | |
| QQQ | B | 0.0% | |
| LNTH | D | 0.0% | |
| PENN | C | -0.05% | |
| KNX | B | -0.06% | |
| HGV | B | -0.06% | |
| HUN | F | -0.07% | |
| EXAS | D | -0.07% | |
| RYN | D | -0.07% | |
| COOP | B | -0.07% | |
| CCS | D | -0.07% | |
| BC | C | -0.08% | |
| JOE | F | -0.08% | |
| AES | F | -0.08% | |
| FLYW | C | -0.08% | |
| GNTX | C | -0.09% | |
| JBLU | F | -0.09% | |
| NSC | B | -0.1% | |
| MCW | B | -0.1% | |
| ABG | B | -0.1% | |
| ATO | A | -0.1% | |
| ACVA | B | -0.11% | |
| ENPH | F | -0.11% | |
| CGON | F | -0.11% | |
| EL | F | -0.12% | |
| RBA | A | -0.12% | |
| FL | F | -0.12% | |
| PCH | D | -0.12% | |
| DLR | B | -0.13% | |
| EXR | D | -0.13% | |
| STLD | B | -0.13% | |
| AVAV | D | -0.13% | |
| ALIT | C | -0.13% | |
| VMC | B | -0.13% | |
| MLM | B | -0.13% | |
| BPOP | B | -0.14% | |
| PYCR | C | -0.14% | |
| DAY | B | -0.14% | |
| REXR | F | -0.14% | |
| ARWR | F | -0.14% | |
| MKL | A | -0.14% | |
| AA | B | -0.14% | |
| CZR | F | -0.15% | |
| COLD | D | -0.15% | |
| APD | A | -0.15% | |
| GTLS | B | -0.15% | |
| CRL | C | -0.15% | |
| RNR | C | -0.15% | |
| DRVN | B | -0.15% | |
| NARI | C | -0.16% | |
| FIVN | C | -0.16% | |
| BHF | B | -0.16% | |
| XPO | B | -0.16% | |
| OSK | B | -0.16% | |
| LGIH | D | -0.16% | |
| DAR | C | -0.16% | |
| ALB | C | -0.16% | |
| UHAL | D | -0.16% | |
| AGO | B | -0.16% | |
| SITE | D | -0.16% | |
| SW | A | -0.17% | |
| TEX | D | -0.17% | |
| TREX | C | -0.17% | |
| MDGL | B | -0.17% | |
| MASI | A | -0.17% | |
| AJG | B | -0.17% | |
| KRG | B | -0.17% | |
| ENOV | C | -0.18% | |
| CHDN | B | -0.18% | |
| UEC | B | -0.18% | |
| EBC | B | -0.18% | |
| AGCO | D | -0.18% | |
| COTY | F | -0.18% | |
| AL | B | -0.18% | |
| BRKR | D | -0.18% | |
| C | A | -0.19% | |
| WAL | B | -0.19% | |
| AIR | B | -0.19% | |
| KNSL | B | -0.2% | |
| SRE | A | -0.2% | |
| GATX | A | -0.2% | |
| BIRK | D | -0.2% | |
| BE | B | -0.21% | |
| AESI | B | -0.21% | |
| NOG | A | -0.21% | |
| WTM | A | -0.21% | |
| PRCT | B | -0.22% | |
| BANC | A | -0.22% | |
| MTN | C | -0.22% | |
| SAIA | B | -0.22% | |
| SUM | B | -0.22% | |
| EQT | B | -0.23% | |
| PSA | D | -0.23% | |
| WTRG | B | -0.24% | |
| ELF | C | -0.24% | |
| IONS | F | -0.24% | |
| GPOR | B | -0.24% | |
| CELH | F | -0.24% | |
| HSY | F | -0.24% | |
| DELL | C | -0.25% | |
| LW | C | -0.25% | |
| KEY | B | -0.25% | |
| BILL | A | -0.26% | |
| NEOG | F | -0.26% | |
| AUR | C | -0.26% | |
| AWK | D | -0.26% | |
| VAL | D | -0.27% | |
| FOUR | B | -0.27% | |
| STNE | F | -0.27% | |
| MSCI | C | -0.27% | |
| PTEN | C | -0.27% | |
| MNST | C | -0.28% | |
| SOFI | A | -0.28% | |
| ESTC | C | -0.29% | |
| XP | F | -0.29% | |
| MKTX | D | -0.29% | |
| CYTK | F | -0.3% | |
| LYV | A | -0.3% | |
| APLS | D | -0.3% | |
| GTLB | B | -0.32% | |
| VVV | F | -0.33% | |
| CCOI | B | -0.33% | |
| LPLA | A | -0.34% | |
| ZBRA | B | -0.34% | |
| ABNB | C | -0.34% | |
| INSP | D | -0.34% | |
| FCNCA | A | -0.35% | |
| APO | B | -0.35% | |
| AFRM | B | -0.35% | |
| CACC | D | -0.36% | |
| COHR | B | -0.36% | |
| BBIO | F | -0.36% | |
| ZI | D | -0.36% | |
| BEN | C | -0.36% | |
| ON | D | -0.39% | |
| DG | F | -0.4% | |
| SATS | D | -0.4% | |
| BA | F | -0.4% | |
| RBLX | C | -0.41% | |
| DLTR | F | -0.41% | |
| PINS | D | -0.41% | |
| U | C | -0.41% | |
| TTWO | A | -0.43% | |
| WBD | C | -0.43% | |
| ALGM | D | -0.45% | |
| DV | C | -0.45% | |
| CGNX | C | -0.45% | |
| MRNA | F | -0.47% | |
| SMCI | F | -0.47% | |
| RH | B | -0.47% | |
| CFLT | B | -0.47% | |
| CHTR | C | -0.48% | |
| FND | C | -0.53% | |
| BRZE | C | -0.56% | |
| FIVE | F | -0.56% | |
| NWS | B | -0.57% | |
| LITE | B | -0.6% | |
| POOL | C | -0.61% | |
| MCHP | D | -0.63% | |
| LSCC | D | -0.7% | |
| ROP | B | -0.7% |
CLSE Underweight 125 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | -4.66% | |
| KO | D | -1.62% | |
| OKE | A | -1.53% | |
| TT | A | -1.5% | |
| K | A | -1.38% | |
| LLY | F | -1.31% | |
| ECL | D | -1.3% | |
| ADP | B | -1.29% | |
| CRH | A | -1.19% | |
| CRM | B | -1.18% | |
| MS | A | -1.12% | |
| INTU | C | -1.06% | |
| ADBE | C | -1.02% | |
| AXP | A | -1.02% | |
| V | A | -0.99% | |
| MA | C | -0.95% | |
| PNR | A | -0.92% | |
| NOW | A | -0.91% | |
| ADSK | A | -0.84% | |
| PEP | F | -0.81% | |
| AMAT | F | -0.81% | |
| ZTS | D | -0.8% | |
| GWW | B | -0.78% | |
| TRGP | B | -0.78% | |
| MMM | D | -0.77% | |
| IBM | C | -0.76% | |
| DECK | A | -0.74% | |
| GIS | D | -0.74% | |
| LOW | D | -0.72% | |
| EA | A | -0.72% | |
| ACN | C | -0.67% | |
| CMI | A | -0.67% | |
| BK | A | -0.67% | |
| AMGN | D | -0.66% | |
| FERG | B | -0.63% | |
| DIS | B | -0.62% | |
| DHR | F | -0.6% | |
| SPGI | C | -0.59% | |
| CCI | D | -0.58% | |
| CLX | B | -0.58% | |
| COST | B | -0.57% | |
| AMD | F | -0.55% | |
| MCO | B | -0.54% | |
| BR | A | -0.54% | |
| ELV | F | -0.52% | |
| MRK | F | -0.51% | |
| WDAY | B | -0.51% | |
| BKR | B | -0.51% | |
| VZ | C | -0.5% | |
| AXON | A | -0.48% | |
| VLTO | D | -0.47% | |
| TRV | B | -0.45% | |
| DGX | A | -0.45% | |
| BG | F | -0.45% | |
| NXPI | D | -0.44% | |
| IDXX | F | -0.44% | |
| LII | A | -0.44% | |
| WSM | B | -0.42% | |
| CBRE | B | -0.42% | |
| KMB | D | -0.41% | |
| HBAN | A | -0.41% | |
| WAT | B | -0.4% | |
| ES | D | -0.4% | |
| BBY | D | -0.39% | |
| A | D | -0.37% | |
| AMT | D | -0.36% | |
| SLB | C | -0.34% | |
| KEYS | A | -0.34% | |
| TWLO | A | -0.31% | |
| PANW | C | -0.31% | |
| JCI | C | -0.3% | |
| WELL | A | -0.29% | |
| MMC | B | -0.29% | |
| STE | F | -0.28% | |
| ED | D | -0.27% | |
| TGT | F | -0.27% | |
| FIS | C | -0.27% | |
| TSCO | D | -0.25% | |
| TRMB | B | -0.25% | |
| ANSS | B | -0.24% | |
| ACGL | D | -0.23% | |
| HCA | F | -0.23% | |
| ZBH | C | -0.22% | |
| CHD | B | -0.22% | |
| HPQ | B | -0.21% | |
| CARR | D | -0.21% | |
| IRM | D | -0.21% | |
| COO | D | -0.2% | |
| HUBS | A | -0.19% | |
| HOLX | D | -0.19% | |
| MELI | D | -0.19% | |
| MRVL | B | -0.19% | |
| LH | C | -0.18% | |
| MOH | F | -0.18% | |
| FDS | B | -0.16% | |
| IFF | D | -0.15% | |
| BALL | D | -0.14% | |
| RCL | A | -0.14% | |
| ALNY | D | -0.14% | |
| STT | A | -0.13% | |
| CAT | B | -0.13% | |
| KDP | D | -0.13% | |
| PTC | A | -0.13% | |
| MTD | D | -0.12% | |
| PWR | A | -0.12% | |
| MKC | D | -0.12% | |
| TFC | A | -0.11% | |
| SOLV | C | -0.11% | |
| IPG | D | -0.11% | |
| LULU | C | -0.11% | |
| NI | A | -0.11% | |
| FBIN | D | -0.11% | |
| NUE | C | -0.11% | |
| OC | A | -0.11% | |
| STX | D | -0.1% | |
| IT | C | -0.1% | |
| LIN | D | -0.09% | |
| PPG | F | -0.09% | |
| SNOW | C | -0.09% | |
| REGN | F | -0.08% | |
| BIIB | F | -0.08% | |
| AVTR | F | -0.08% | |
| HUM | C | -0.08% | |
| KHC | F | -0.08% | |
| AKAM | D | -0.08% |
CLSE: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Banks - Regional - US
Semiconductors
Asset Management
Diagnostics & Research
Engineering & Construction
Software - Infrastructure
Insurance - Property & Casualty
Building Materials
Internet Content & Information
Business Services
Capital Markets
Communication Equipment
Credit Services
Diversified Industrials
Information Technology Services
Leisure
Medical Devices
Oil & Gas E&P
SUSA: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Semiconductors
Diversified Industrials
Drug Manufacturers - Major
Specialty Chemicals
Business Services
Capital Markets
Credit Services
Household & Personal Products
Medical Instruments & Supplies
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Beverages - Soft Drinks
Biotechnology
Health Care Plans
Information Technology Services
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