CLSE vs. USMF ETF Comparison
Comparison of Convergence Long/Short Equity ETF (CLSE) to WisdomTree U.S. Multifactor Fund (USMF)
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
$20.88
Average Daily Volume
43,408
Number of Holdings
*
348
* may have additional holdings in another (foreign) market
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.Grade (RS Rating)
Last Trade
$45.94
Average Daily Volume
36,705
Number of Holdings
*
195
* may have additional holdings in another (foreign) market
Performance
| Period | CLSE | USMF |
|---|---|---|
| 30 Days | 1.20% | 2.27% |
| 60 Days | 4.08% | 1.21% |
| 90 Days | 11.06% | 5.11% |
| 12 Months | 39.58% | 24.79% |
58 Overlapping Holdings
| Symbol | Grade | Weight in CLSE | Weight in USMF | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.85% | 0.4% | 0.4% | |
| AMGN | B | 0.87% | 0.41% | 0.41% | |
| AMP | A | 0.26% | 0.37% | 0.26% | |
| ANF | B | 0.23% | 0.33% | 0.23% | |
| APA | F | 0.39% | 0.26% | 0.26% | |
| APP | B | 2.1% | 0.77% | 0.77% | |
| AYI | C | 0.54% | 0.29% | 0.29% | |
| CAH | F | 0.49% | 0.35% | 0.35% | |
| CI | D | 0.6% | 0.26% | 0.26% | |
| CNA | B | 0.47% | 0.45% | 0.45% | |
| CNC | B | 0.62% | 0.34% | 0.34% | |
| CNM | B | 0.5% | 0.38% | 0.38% | |
| DECK | C | 0.18% | 0.34% | 0.18% | |
| DOCU | B | 1.1% | 0.7% | 0.7% | |
| DPZ | C | 0.5% | 0.55% | 0.5% | |
| DVA | C | 0.56% | 0.23% | 0.23% | |
| EME | B | 0.73% | 0.38% | 0.38% | |
| FCNCA | B | -0.08% | 0.24% | -0.08% | |
| FIX | B | 0.32% | 0.22% | 0.22% | |
| GDDY | B | 0.62% | 1.39% | 0.62% | |
| GM | B | 0.59% | 0.43% | 0.43% | |
| HIG | B | 0.47% | 0.48% | 0.47% | |
| HRB | B | 0.44% | 0.57% | 0.44% | |
| IBKR | A | -0.35% | 0.41% | -0.35% | |
| IBM | D | 1.29% | 1.27% | 1.27% | |
| J | D | 0.36% | 0.37% | 0.36% | |
| JNJ | D | 0.85% | 0.43% | 0.43% | |
| JPM | A | 0.88% | 0.44% | 0.44% | |
| KR | D | 0.32% | 0.41% | 0.32% | |
| LDOS | A | 0.44% | 0.39% | 0.39% | |
| MCK | B | 0.69% | 0.38% | 0.38% | |
| MO | A | 0.74% | 0.39% | 0.39% | |
| MPC | D | 0.83% | 0.41% | 0.41% | |
| MRK | C | 0.81% | 0.42% | 0.42% | |
| MUSA | C | 0.96% | 0.63% | 0.63% | |
| NFLX | C | 1.07% | 0.57% | 0.57% | |
| NTAP | B | 1.8% | 1.03% | 1.03% | |
| NTNX | B | 1.67% | 0.66% | 0.66% | |
| OC | A | 0.59% | 0.32% | 0.32% | |
| PG | A | 0.73% | 0.38% | 0.38% | |
| PGR | B | 0.54% | 0.38% | 0.38% | |
| PHM | B | 0.11% | 0.49% | 0.11% | |
| PSX | D | 0.74% | 0.41% | 0.41% | |
| RGA | A | 0.43% | 0.48% | 0.43% | |
| RS | D | 0.32% | 0.34% | 0.32% | |
| SAIC | B | 0.41% | 0.36% | 0.36% | |
| SNX | A | 1.71% | 1.32% | 1.32% | |
| SPG | C | 0.38% | 0.76% | 0.38% | |
| STLD | D | 0.38% | 0.31% | 0.31% | |
| T | B | 0.91% | 0.85% | 0.85% | |
| UHS | B | 0.47% | 0.29% | 0.29% | |
| UTHR | A | -0.42% | 0.4% | -0.42% | |
| VLO | D | 0.73% | 0.39% | 0.39% | |
| VST | B | 0.6% | 0.4% | 0.4% | |
| VTRS | D | 0.86% | 0.27% | 0.27% | |
| WFC | A | 0.71% | 0.34% | 0.34% | |
| WMT | D | 1.35% | 0.36% | 0.36% | |
| XOM | B | 0.74% | 0.47% | 0.47% |
CLSE Overweight 290 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 3.67% | |
| MSFT | C | 3.35% | |
| AMZN | B | 3.29% | |
| GOOGL | B | 2.6% | |
| QCOM | A | 2.44% | |
| GOOG | B | 2.4% | |
| META | D | 2.21% | |
| AMAT | B | 2.16% | |
| MU | B | 2.13% | |
| ANET | A | 1.72% | |
| CRWD | B | 1.36% | |
| PYPL | C | 1.23% | |
| HD | D | 1.08% | |
| APPF | B | 1.04% | |
| AAPL | B | 0.95% | |
| STNE | D | 0.95% | |
| PAGS | D | 0.95% | |
| SPOT | C | 0.95% | |
| AMG | D | 0.91% | |
| SYF | C | 0.91% | |
| COIN | D | 0.89% | |
| PFE | C | 0.89% | |
| SEIC | D | 0.88% | |
| OGN | B | 0.86% | |
| TW | B | 0.86% | |
| MTG | B | 0.86% | |
| LLY | C | 0.84% | |
| HALO | B | 0.83% | |
| UBER | D | 0.82% | |
| PBF | F | 0.8% | |
| IIPR | B | 0.78% | |
| BRBR | B | 0.78% | |
| IESC | C | 0.77% | |
| BAC | A | 0.76% | |
| PPC | A | 0.74% | |
| FITB | B | 0.73% | |
| SMCI | D | 0.72% | |
| TSN | B | 0.71% | |
| BG | C | 0.71% | |
| VRT | B | 0.7% | |
| GFF | D | 0.68% | |
| EBAY | B | 0.68% | |
| F | D | 0.67% | |
| MLI | A | 0.64% | |
| STRL | B | 0.63% | |
| UMBF | B | 0.62% | |
| ITRI | B | 0.62% | |
| PEGA | D | 0.62% | |
| THC | A | 0.61% | |
| KNF | D | 0.61% | |
| FTDR | B | 0.6% | |
| LOPE | B | 0.58% | |
| AGO | D | 0.58% | |
| SKYW | B | 0.58% | |
| NU | C | 0.56% | |
| BLDR | D | 0.55% | |
| GMS | B | 0.54% | |
| BCC | D | 0.54% | |
| HQY | D | 0.52% | |
| CAT | C | 0.52% | |
| PLTR | D | 0.51% | |
| NEE | A | 0.51% | |
| AMR | F | 0.51% | |
| REZI | C | 0.48% | |
| EVRG | B | 0.46% | |
| EXP | B | 0.46% | |
| EXC | B | 0.45% | |
| SLVM | A | 0.41% | |
| BKNG | B | 0.41% | |
| NSA | C | 0.38% | |
| BCO | A | 0.38% | |
| GLPI | D | 0.37% | |
| GRMN | A | 0.36% | |
| STAG | D | 0.34% | |
| IBP | D | 0.33% | |
| PEG | A | 0.33% | |
| SR | B | 0.33% | |
| CVI | F | 0.33% | |
| BLD | C | 0.32% | |
| PSTG | B | 0.31% | |
| BAH | C | 0.31% | |
| CVNA | B | 0.31% | |
| WDC | B | 0.31% | |
| FDX | D | 0.3% | |
| RPRX | F | 0.29% | |
| OMI | F | 0.29% | |
| AMRX | A | 0.28% | |
| SPGI | B | 0.28% | |
| UNP | B | 0.24% | |
| NEU | D | 0.24% | |
| MGM | F | 0.21% | |
| NTRA | B | 0.2% | |
| LNTH | C | 0.18% | |
| AEO | B | 0.17% | |
| SKT | C | 0.14% | |
| FG | C | 0.14% | |
| FCX | A | 0.14% | |
| MOD | B | 0.13% | |
| DOCS | F | 0.11% | |
| VCTR | B | 0.09% | |
| SUM | D | 0.0% | |
| DNUT | F | -0.05% | |
| AWR | C | -0.06% | |
| TROX | B | -0.07% | |
| DRVN | F | -0.07% | |
| HTZ | F | -0.07% | |
| MODG | D | -0.08% | |
| PYCR | F | -0.08% | |
| IAS | F | -0.08% | |
| PTCT | C | -0.08% | |
| JOBY | D | -0.08% | |
| JBHT | F | -0.08% | |
| PNM | C | -0.08% | |
| ENPH | D | -0.08% | |
| HAS | C | -0.09% | |
| PLNT | C | -0.09% | |
| SUI | D | -0.09% | |
| CWST | C | -0.09% | |
| DOC | A | -0.09% | |
| ATI | B | -0.09% | |
| MCW | C | -0.09% | |
| RYAN | C | -0.09% | |
| LGIH | F | -0.09% | |
| ACVA | D | -0.1% | |
| VTR | B | -0.1% | |
| CROX | B | -0.1% | |
| COLD | D | -0.1% | |
| PCH | D | -0.1% | |
| AEE | C | -0.11% | |
| EXR | B | -0.11% | |
| CHK | B | -0.11% | |
| AES | B | -0.11% | |
| CHDN | C | -0.11% | |
| RRC | B | -0.11% | |
| DAY | F | -0.11% | |
| WTW | D | -0.11% | |
| VAC | C | -0.11% | |
| TXG | F | -0.12% | |
| KNX | F | -0.12% | |
| LPX | A | -0.12% | |
| MDU | C | -0.12% | |
| ADC | B | -0.12% | |
| BOOT | B | -0.12% | |
| GOGL | B | -0.12% | |
| TFC | A | -0.13% | |
| AJG | B | -0.14% | |
| VFC | F | -0.14% | |
| IPAR | F | -0.14% | |
| AXON | D | -0.15% | |
| ZWS | B | -0.15% | |
| KMPR | B | -0.15% | |
| CRS | B | -0.15% | |
| AVAV | A | -0.15% | |
| LFST | C | -0.15% | |
| O | C | -0.15% | |
| SPR | D | -0.15% | |
| CZR | F | -0.15% | |
| RBA | C | -0.15% | |
| CNXC | D | -0.16% | |
| WTM | D | -0.16% | |
| AXSM | C | -0.16% | |
| CHH | F | -0.16% | |
| KVUE | C | -0.16% | |
| SJM | F | -0.16% | |
| XYL | A | -0.16% | |
| MTN | D | -0.17% | |
| WAFD | C | -0.17% | |
| FOXF | D | -0.17% | |
| COF | B | -0.17% | |
| FLNC | D | -0.17% | |
| ARWR | F | -0.17% | |
| HAYW | B | -0.17% | |
| GPOR | D | -0.17% | |
| FL | F | -0.17% | |
| UCBI | C | -0.17% | |
| FOUR | D | -0.18% | |
| RUN | D | -0.18% | |
| UHAL | B | -0.18% | |
| GME | C | -0.18% | |
| IOVA | D | -0.18% | |
| ALLY | A | -0.18% | |
| NARI | D | -0.18% | |
| GPI | A | -0.18% | |
| PR | D | -0.19% | |
| GATX | A | -0.19% | |
| SRE | B | -0.19% | |
| DG | D | -0.19% | |
| IRT | B | -0.19% | |
| BE | C | -0.19% | |
| WAL | B | -0.19% | |
| APD | C | -0.2% | |
| FMC | C | -0.2% | |
| HASI | B | -0.2% | |
| BANC | D | -0.2% | |
| PPBI | C | -0.2% | |
| SBCF | C | -0.2% | |
| MP | C | -0.21% | |
| LNC | B | -0.21% | |
| SHC | F | -0.22% | |
| ROG | C | -0.22% | |
| TSLA | D | -0.22% | |
| EQT | B | -0.22% | |
| PRCT | B | -0.22% | |
| NTLA | D | -0.22% | |
| UEC | C | -0.23% | |
| ATO | C | -0.23% | |
| RIVN | D | -0.23% | |
| NDAQ | D | -0.23% | |
| IRTC | F | -0.23% | |
| ASB | A | -0.24% | |
| EL | F | -0.24% | |
| SPT | F | -0.24% | |
| FSLR | C | -0.24% | |
| DLTR | F | -0.25% | |
| CG | D | -0.25% | |
| GO | F | -0.25% | |
| EVH | F | -0.25% | |
| ORCL | C | -0.26% | |
| RNR | D | -0.26% | |
| FNB | A | -0.26% | |
| MASI | D | -0.26% | |
| NOG | C | -0.26% | |
| LW | F | -0.26% | |
| KDP | A | -0.26% | |
| CNX | B | -0.27% | |
| TMDX | B | -0.27% | |
| BIO | F | -0.27% | |
| NNI | A | -0.27% | |
| CABO | F | -0.27% | |
| FIS | A | -0.27% | |
| AGNC | A | -0.28% | |
| GTLS | C | -0.28% | |
| NOVT | D | -0.28% | |
| UI | C | -0.29% | |
| GS | A | -0.29% | |
| NEOG | F | -0.29% | |
| AAP | D | -0.29% | |
| TOST | B | -0.29% | |
| AR | B | -0.3% | |
| PFSI | B | -0.3% | |
| CAR | D | -0.3% | |
| TTWO | F | -0.3% | |
| MS | A | -0.31% | |
| FIVE | F | -0.32% | |
| ALB | D | -0.32% | |
| LAD | D | -0.33% | |
| NXST | B | -0.34% | |
| RVMD | C | -0.35% | |
| BX | C | -0.35% | |
| FYBR | B | -0.36% | |
| DV | F | -0.36% | |
| CARR | B | -0.36% | |
| GE | C | -0.37% | |
| KMX | D | -0.37% | |
| CFLT | C | -0.37% | |
| D | B | -0.37% | |
| TGNA | B | -0.38% | |
| IAC | C | -0.39% | |
| ZI | F | -0.4% | |
| CRL | D | -0.41% | |
| FIVN | F | -0.41% | |
| MSGS | C | -0.41% | |
| RIOT | F | -0.42% | |
| LBRDK | D | -0.42% | |
| SATS | C | -0.42% | |
| CGNX | C | -0.43% | |
| DAR | D | -0.43% | |
| VSAT | D | -0.43% | |
| BILL | F | -0.44% | |
| INSP | F | -0.44% | |
| WBD | D | -0.45% | |
| ASAN | D | -0.45% | |
| MSTR | D | -0.45% | |
| RH | C | -0.46% | |
| BA | D | -0.47% | |
| TXN | A | -0.47% | |
| FND | C | -0.47% | |
| GFS | C | -0.48% | |
| U | F | -0.5% | |
| TECH | B | -0.5% | |
| MARA | D | -0.51% | |
| LITE | F | -0.54% | |
| ALGM | D | -0.54% | |
| COHR | D | -0.55% | |
| WOLF | F | -0.58% | |
| ZBRA | A | -0.58% | |
| KLIC | D | -0.59% | |
| QQQ | A | -0.61% | |
| SITM | C | -0.71% | |
| INTC | F | -0.73% |
CLSE Underweight 137 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSI | A | -1.39% | |
| ROP | D | -1.3% | |
| CSCO | D | -1.28% | |
| VRSN | F | -1.26% | |
| FFIV | D | -1.19% | |
| TMUS | D | -1.14% | |
| AKAM | F | -1.12% | |
| EA | F | -1.09% | |
| DLB | B | -1.09% | |
| HPQ | C | -1.04% | |
| CTSH | D | -1.04% | |
| FOXA | B | -1.03% | |
| IT | D | -1.02% | |
| OMC | B | -1.0% | |
| VNT | D | -0.98% | |
| FICO | A | -0.97% | |
| NYT | B | -0.95% | |
| CRM | D | -0.89% | |
| CMCSA | D | -0.89% | |
| QLYS | F | -0.85% | |
| DIS | D | -0.83% | |
| MANH | F | -0.83% | |
| JNPR | D | -0.81% | |
| DBX | D | -0.78% | |
| DELL | A | -0.74% | |
| HST | D | -0.72% | |
| RHP | D | -0.71% | |
| TJX | B | -0.65% | |
| CMG | C | -0.63% | |
| TXRH | B | -0.62% | |
| DRI | D | -0.59% | |
| FTNT | F | -0.57% | |
| PANW | C | -0.57% | |
| AZO | D | -0.55% | |
| JBL | F | -0.55% | |
| L | B | -0.52% | |
| ARMK | A | -0.5% | |
| ON | D | -0.5% | |
| ECL | B | -0.5% | |
| SKX | A | -0.49% | |
| BRK.A | C | -0.49% | |
| CBOE | D | -0.49% | |
| WSM | B | -0.48% | |
| GPK | C | -0.48% | |
| MKL | A | -0.47% | |
| LMT | B | -0.47% | |
| MMC | B | -0.47% | |
| ORI | A | -0.47% | |
| CACI | B | -0.46% | |
| CME | D | -0.46% | |
| BRO | A | -0.45% | |
| AFL | A | -0.45% | |
| LEA | D | -0.45% | |
| TRV | D | -0.45% | |
| CW | B | -0.45% | |
| DGX | B | -0.45% | |
| BWA | C | -0.45% | |
| WM | B | -0.44% | |
| WING | C | -0.44% | |
| KMB | C | -0.43% | |
| UNH | B | -0.43% | |
| BSX | B | -0.43% | |
| EHC | A | -0.43% | |
| ED | A | -0.42% | |
| PKG | D | -0.42% | |
| ETR | B | -0.41% | |
| CL | A | -0.41% | |
| FANG | C | -0.41% | |
| WRB | D | -0.41% | |
| AFG | C | -0.41% | |
| NRG | B | -0.4% | |
| VRSK | B | -0.4% | |
| PNW | B | -0.4% | |
| EOG | C | -0.4% | |
| HOLX | D | -0.4% | |
| AXP | A | -0.4% | |
| RL | D | -0.39% | |
| ELV | B | -0.39% | |
| OGE | A | -0.39% | |
| CHRD | B | -0.39% | |
| BR | C | -0.39% | |
| BK | A | -0.39% | |
| AIZ | D | -0.38% | |
| REGN | B | -0.38% | |
| GIS | C | -0.38% | |
| ACI | C | -0.38% | |
| DCI | B | -0.38% | |
| RLI | B | -0.37% | |
| CAG | C | -0.37% | |
| KHC | D | -0.37% | |
| DKS | D | -0.37% | |
| SIGI | F | -0.37% | |
| ZBH | D | -0.37% | |
| AOS | C | -0.36% | |
| INGR | B | -0.36% | |
| NBIX | C | -0.36% | |
| PCAR | D | -0.36% | |
| LH | D | -0.36% | |
| PSN | D | -0.35% | |
| CASY | B | -0.35% | |
| ULTA | F | -0.35% | |
| DDS | B | -0.35% | |
| SNA | D | -0.35% | |
| BMY | F | -0.35% | |
| SYY | D | -0.34% | |
| AIT | B | -0.34% | |
| CHE | D | -0.34% | |
| UNM | B | -0.34% | |
| SYK | D | -0.34% | |
| POST | B | -0.34% | |
| HCA | D | -0.34% | |
| GILD | F | -0.33% | |
| TXT | D | -0.33% | |
| TAP | D | -0.32% | |
| HII | D | -0.32% | |
| GL | F | -0.31% | |
| USFD | B | -0.31% | |
| CF | D | -0.31% | |
| DINO | D | -0.31% | |
| EXEL | F | -0.31% | |
| VRTX | B | -0.31% | |
| LPLA | B | -0.3% | |
| MOH | D | -0.3% | |
| APO | D | -0.3% | |
| ERIE | D | -0.29% | |
| A | A | -0.29% | |
| MAS | D | -0.29% | |
| INCY | D | -0.29% | |
| ALSN | D | -0.28% | |
| EXPE | F | -0.27% | |
| OVV | D | -0.27% | |
| SWN | C | -0.27% | |
| FCN | B | -0.24% | |
| CVS | F | -0.24% | |
| COKE | B | -0.24% | |
| TNET | F | -0.23% | |
| MEDP | C | -0.19% |
CLSE: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Regional - US
Building Materials
Biotechnology
Software - Infrastructure
Oil & Gas E&P
Semiconductors
Specialty Retail
Asset Management
Business Services
Capital Markets
Diagnostics & Research
Drug Manufacturers - Major
Internet Content & Information
Engineering & Construction
Oil & Gas Refining & Marketing
REIT - Industrial
Scientific & Technical Instruments
Utilities - Diversified
Aerospace & Defense
USMF: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Software - Application
Biotechnology
Drug Manufacturers - Major
Health Care Plans
Information Technology Services
Oil & Gas E&P
Restaurants
Business Services
Diversified Industrials
Medical Care
Packaged Foods
Specialty Retail
Diagnostics & Research
Insurance - Diversified
Oil & Gas Refining & Marketing
Software - Infrastructure
Aerospace & Defense
Asset Management
Auto Parts
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