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CBSE vs SPY

Comparison between CLOUGH SELECT EQUITY ETF (CBSE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CBSE, delivering a return of +12.4% compared to +11.5%

CBSE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CBSE
$55M
Winner
SPY
$781B
Expense Ratio
CBSE
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
CBSE
36.30%
SPY
56.47%
Sharpe Ratio
CBSE
0.99
Winner
SPY
1.12
5Y Beta
CBSE
1.22
Winner
SPY
1.00
P/E Ratio
Winner
CBSE
4.28
SPY
28.53
Forward P/E
CBSE
22.20
Winner
SPY
21.47
PEG Ratio
CBSE
0.47
SPY
N/A
5Y Dividends CAGR
CBSE
N/A
SPY
6.00%
5Y EPS CAGR
CBSE
11.06%
Winner
SPY
25.58%
Debt to Equity
CBSE
N/A
SPY
32.09%
P/S Ratio
Winner
CBSE
2.53
SPY
3.75
P/B Ratio
Winner
CBSE
4.43
SPY
5.64

CBSE vs SPY - Holdings Comparison

CBSE and SPY have 15 common holdings. Overlap is 8.56%

CBSE's top 25 holdings weight is 70.04%. SPY's top 25 holdings weight is 51.74%.

RankCBSESPY
#1
VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 3.27%
NVIDIA CORP (NVDA) - 7.89%
#2
SERVICE CORP INTERNATIONAL (SCI) - 3.25%
APPLE INC (AAPL) - 7.37%
#3
STARBUCKS CORP (SBUX) - 3.21%
MICROSOFT CORP (MSFT) - 4.50%
#4
META PLATFORMS INC CLASS A (META) - 3.17%
AMAZON.COM INC (AMZN) - 3.82%
#5
KRYSTAL BIOTECH INC (KRYS) - 3.15%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
10X GENOMICS INC ORDINARY SHARES CLASS A (TXG) - 3.11%
BROADCOM INC (AVGO) - 2.86%
#7
MAGNITE INC (MGNI) - 3.00%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
NVIDIA CORP (NVDA) - 2.98%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 2.91%
TESLA INC (TSLA) - 1.70%
#10
TENABLE HOLDINGS INC (TENB) - 2.91%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 2.89%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
POOL CORP (POOL) - 2.81%
ELI LILLY AND CO (LLY) - 1.40%
#13
MGM RESORTS INTERNATIONAL (MGM) - 2.78%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.74%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.69%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
RH CLASS A (RH) - 2.62%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
SENSIENT TECHNOLOGIES CORP (SXT) - 2.58%
VISA INC CLASS A (V) - 0.90%
#18
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.55%
WALMART INC (WMT) - 0.76%
#19
GRAIL INC (GRAL) - 2.55%
INTEL CORP (INTC) - 0.75%
#20
ASML HOLDING NV ADR (ASML) - 2.54%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
SOUTHERN COPPER CORP (SCCO) - 2.52%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
KEURIG DR PEPPER INC (KDP) - 2.47%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ONESPAWORLD HOLDINGS LTD (OSW) - 2.46%
ABBVIE INC (ABBV) - 0.66%
#24
CONSTELLATION ENERGY CORP (CEG) - 2.44%
CATERPILLAR INC (CAT) - 0.65%
#25
FREEPORT-MCMORAN INC (FCX) - 2.44%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings39505

CBSE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CBSE
-3.14%
Winner
SPY
+0.63%
3M
Winner
CBSE
+4.68%
SPY
+4.46%
6M
Winner
CBSE
+12.82%
SPY
+7.67%
1Y
Winner
CBSE
+27.32%
SPY
+17.68%
5Y(CAGR)
CBSE
+11.46%
Winner
SPY
+12.42%
10Y(CAGR)
CBSE
N/A
SPY
+14.84%
Max(CAGR)
Winner
CBSE
+17.06%
SPY
+8.44%

CBSE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCBSESPY
2026+19.58%+8.63%
2025+17.90%+18.00%
2024+34.00%+25.59%
2023+18.89%+26.72%
2022-20.85%-18.64%
2021+16.05%+30.52%
2020+16.87%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CBSE vs SPY Drawdown Comparison

The maximum drawdown for CBSE was -36.30%, occurring on Jun 16, 2022. Recovery took 631 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CBSE drawdown is -7.55%. The current SPY drawdown is -2.57%.

RankCBSESPY
#1-36.30%
Nov 9, 2021 - May 15, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.40%
Jan 24, 2025 - Jun 26, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-13.57%
Oct 15, 2025 - Jan 14, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.28%
Jul 16, 2024 - Nov 7, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.54%
Jan 22, 2026 - Apr 13, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.09%
Apr 29, 2021 - Nov 3, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.31%
Jun 2, 2026 - Jun 10, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.81%
Feb 24, 2021 - Mar 15, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.52%
Dec 6, 2024 - Jan 3, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.11%
Mar 15, 2021 - Apr 26, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.41%
Oct 6, 2025 - Oct 15, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.11%
Jan 22, 2021 - Feb 3, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.62%
Apr 24, 2026 - May 4, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.54%
May 14, 2026 - May 26, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.13%
Jan 6, 2025 - Jan 16, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CBSE and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

CBSE vs SPY dividend yield comparison.

YearCBSESPY
20260.00%0.50%
20250.35%1.07%
20240.37%1.21%
20231.50%1.40%
20220.52%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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