CBSE vs MMSC
Comparison between CLOUGH SELECT EQUITY ETF (CBSE, ETF) and FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF (MMSC, ETF).
5-Year PerformanceCBSE has outperformed MMSC, delivering a return of +11.6% compared to +6.9%
CBSE vs MMSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CBSE
$52M
MMSC
$52M
Expense Ratio
Winner
CBSE
0.85%
MMSC
0.95%
Max Drawdown
Winner
CBSE
36.30%
MMSC
40.82%
Sharpe Ratio
CBSE
1.39
Winner
MMSC
1.41
5Y Beta
Winner
CBSE
1.22
MMSC
1.28
P/E Ratio
Winner
CBSE
4.38
MMSC
280.79
Forward P/E
Winner
CBSE
22.18
MMSC
28.25
PEG Ratio
CBSE
0.73
MMSC
N/A
5Y EPS CAGR
CBSE
N/A
MMSC
11.01%
Debt to Equity
CBSE
N/A
MMSC
6.48%
P/S Ratio
CBSE
3.18
Winner
MMSC
2.70
P/B Ratio
CBSE
4.96
Winner
MMSC
4.25
CBSE vs MMSC - Holdings Comparison
CBSE and MMSC have 7 common holdings. Overlap is 6.41%
CBSE's top 25 holdings weight is 60.79%. MMSC's top 25 holdings weight is 29.27%.
| Rank | CBSE | MMSC |
|---|---|---|
| #1 | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 3.23% | BLOOM ENERGY CORP CLASS A (BE) - 2.38% |
| #2 | SABLE OFFSHORE CORP (SOC) - 2.90% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.13% |
| #3 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 2.70% | PLANET LABS PBC CLASS A (PL) - 1.56% |
| #4 | OSCAR HEALTH INC CLASS A (OSCR) - 2.66% | NLIGHT INC (LASR) - 1.47% |
| #5 | TRANSOCEAN LTD (RIG) - 2.65% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.44% |
| #6 | SLB LTD (SLB) - 2.58% | FABRINET (FN) - 1.36% |
| #7 | HALLIBURTON CO (HAL) - 2.57% | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 1.35% |
| #8 | MARVELL TECHNOLOGY INC (MRVL) - 2.52% | XOMETRY INC ORDINARY SHARES CLASS A (XMTR) - 1.27% |
| #9 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 2.46% | RAMBUS INC (RMBS) - 1.26% |
| #10 | KRYSTAL BIOTECH INC (KRYS) - 2.46% | FIRSTCASH HOLDINGS INC (FCFS) - 1.20% |
| #11 | PLANET LABS PBC CLASS A (PL) - 2.46% | LUMENTUM HOLDINGS INC (LITE) - 1.17% |
| #12 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.42% | SITIME CORP ORDINARY SHARES (SITM) - 0.98% |
| #13 | KINROSS GOLD CORP (n/a) - 2.34% | GUARDANT HEALTH INC (GH) - 0.97% |
| #14 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.31% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 0.96% |
| #15 | TRANSMEDICS GROUP INC (TMDX) - 2.29% | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 0.94% |
| #16 | NEWMONT CORP (NEM) - 2.29% | COHERENT CORP (COHR) - 0.93% |
| #17 | NVENT ELECTRIC PLC (NVT) - 2.26% | POWELL INDUSTRIES INC (POWL) - 0.93% |
| #18 | TENABLE HOLDINGS INC (TENB) - 2.26% | NEXTPOWER INC CLASS A (NXT) - 0.92% |
| #19 | SERVICE CORP INTERNATIONAL (SCI) - 2.25% | n/a (SEI) - 0.92% |
| #20 | ROLLINS INC (ROL) - 2.24% | VSE CORP (VSEC) - 0.91% |
| #21 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.23% | RBC BEARINGS INC (RBC) - 0.89% |
| #22 | GE VERNOVA INC (GEV) - 2.21% | STERLING INFRASTRUCTURE INC (STRL) - 0.86% |
| #23 | AKAMAI TECHNOLOGIES INC (AKAM) - 2.19% | TWIST BIOSCIENCE CORP (TWST) - 0.83% |
| #24 | SENSIENT TECHNOLOGIES CORP (SXT) - 2.17% | MODINE MANUFACTURING CO (MOD) - 0.82% |
| #25 | INDIE SEMICONDUCTOR INC ORDINARY SHARES CLASS A (INDI) - 2.14% | LIGAND PHARMACEUTICALS INC (LGND) - 0.82% |
| Total Holdings | 43 | 202 |
CBSE vs MMSC - Historical Returns
Returns include dividend reinvestment.
1M
CBSE
+0.91%
Winner
MMSC
+3.36%
3M
Winner
CBSE
+21.61%
MMSC
+17.05%
6M
Winner
CBSE
+25.95%
MMSC
+16.67%
1Y
CBSE
+39.72%
Winner
MMSC
+40.36%
5Y(CAGR)
Winner
CBSE
+11.58%
MMSC
+6.87%
Max(CAGR)
Winner
CBSE
+17.81%
MMSC
+6.87%
CBSE vs MMSC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | CBSE | MMSC |
|---|---|---|
| 2026 | +21.97% | +14.65% |
| 2025 | +17.90% | +14.83% |
| 2024 | +34.00% | +24.23% |
| 2023 | +18.89% | +19.91% |
| 2022 | -20.85% | -31.07% |
| 2021 | +16.05% | +1.01% |
| 2020 | +16.87% | N/A |
CBSE vs MMSC Drawdown Comparison
The maximum drawdown for CBSE was -36.30%, occurring on Jun 16, 2022. Recovery took 631 trading sessions.
The maximum drawdown for MMSC was -40.82%, occurring on Jun 16, 2022. Recovery took 756 trading sessions.
The current CBSE drawdown is -5.70%. The current MMSC drawdown is -1.81%.
| Rank | CBSE | MMSC |
|---|---|---|
| #1 | -36.30% Nov 9, 2021 - May 15, 2024 | -40.82% Nov 8, 2021 - Nov 11, 2024 |
| #2 | -29.40% Jan 24, 2025 - Jun 26, 2025 | -29.76% Dec 4, 2024 - Sep 17, 2025 |
| #3 | -13.57% Oct 15, 2025 - Jan 14, 2026 | -14.10% Jan 22, 2026 - Apr 17, 2026 |
| #4 | -13.28% Jul 16, 2024 - Nov 7, 2024 | -10.04% Oct 28, 2025 - Dec 10, 2025 |
| #5 | -11.54% Jan 22, 2026 - Apr 13, 2026 | -6.14% Dec 11, 2025 - Jan 6, 2026 |
| #6 | -10.09% Apr 29, 2021 - Nov 3, 2021 | -6.13% Jun 4, 2026 - Jun 10, 2026 |
| #7 | -9.31% Jun 2, 2026 - Jun 10, 2026 | -6.13% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -6.81% Feb 24, 2021 - Mar 15, 2021 | -5.50% May 11, 2026 - May 26, 2026 |
| #9 | -6.52% Dec 6, 2024 - Jan 3, 2025 | -3.75% Apr 20, 2026 - May 5, 2026 |
| #10 | -6.11% Mar 15, 2021 - Apr 26, 2021 | -3.47% Oct 8, 2025 - Oct 14, 2025 |
| #11 | -5.41% Oct 6, 2025 - Oct 15, 2025 | -3.26% Oct 15, 2025 - Oct 24, 2025 |
| #12 | -5.11% Jan 22, 2021 - Feb 3, 2021 | -2.94% Sep 22, 2025 - Oct 2, 2025 |
| #13 | -4.62% Apr 24, 2026 - May 4, 2026 | -1.81% May 6, 2026 - May 11, 2026 |
| #14 | -4.54% May 14, 2026 - May 26, 2026 | -1.38% Oct 25, 2021 - Oct 28, 2021 |
| #15 | -4.13% Jan 6, 2025 - Jan 16, 2025 | -1.13% May 28, 2026 - Jun 4, 2026 |
Correlation
Correlation between CBSE and MMSC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2025)
CBSE vs MMSC dividend yield comparison.
| Year | CBSE | MMSC |
|---|---|---|
| 2025 | 0.35% | 0.00% |
| 2024 | 0.37% | 0.41% |
| 2023 | 1.50% | 0.00% |
| 2022 | 0.52% | 0.00% |
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