CLSE vs NBCR
Comparison between CONVERGENCE LONG/SHORT EQUITY ETF (CLSE, ETF) and NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF).
CLSE vs NBCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CLSE
$842M
NBCR
$842M
Expense Ratio
CLSE
1.52%
Winner
NBCR
0.29%
Max Drawdown
Winner
CLSE
16.55%
NBCR
18.23%
Sharpe Ratio
Winner
CLSE
2.15
NBCR
1.01
5Y Beta
Winner
CLSE
0.63
NBCR
0.95
P/E Ratio
CLSE
N/A
NBCR
27.88
Forward P/E
CLSE
N/A
NBCR
21.73
PEG Ratio
CLSE
N/A
NBCR
0.28
5Y EPS CAGR
CLSE
N/A
NBCR
26.48%
Debt to Equity
CLSE
N/A
NBCR
39.43%
P/S Ratio
CLSE
N/A
NBCR
4.22
P/B Ratio
CLSE
N/A
NBCR
5.96
CLSE vs NBCR - Holdings Comparison
CLSE and NBCR have 71 common holdings. Overlap is 19.06%
CLSE's top 25 holdings weight is 82.97%. NBCR's top 25 holdings weight is 53.97%.
| Rank | CLSE | NBCR |
|---|---|---|
| #1 | OTHER ASSETS AND LIABILITIES (n/a) - 39.83% | NVIDIA CORP (NVDA) - 7.39% |
| #2 | NVIDIA CORP (NVDA) - 6.26% | APPLE INC (AAPL) - 7.03% |
| #3 | BROADCOM INC (AVGO) - 4.22% | MICROSOFT CORP (MSFT) - 4.65% |
| #4 | AMAZON.COM INC (AMZN) - 2.96% | ALPHABET INC CLASS A (GOOGL) - 4.42% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.81% | AMAZON.COM INC (AMZN) - 3.60% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.55% | ALPHABET INC CLASS C (GOOG) - 2.55% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.55% | META PLATFORMS INC CLASS A (META) - 2.25% |
| #8 | LAM RESEARCH CORP (LRCX) - 1.75% | BROADCOM INC (AVGO) - 1.81% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.65% | AON PLC CLASS A (AON) - 1.66% |
| #10 | n/a (DELL) - 1.62% | MICRON TECHNOLOGY INC (MU) - 1.59% |
| #11 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.58% | TESLA INC (TSLA) - 1.55% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.54% | ELI LILLY AND CO (LLY) - 1.48% |
| #13 | FORTINET INC (FTNT) - 1.44% | JPMORGAN CHASE & CO (JPM) - 1.44% |
| #14 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.43% | LAM RESEARCH CORP (LRCX) - 1.39% |
| #15 | ARISTA NETWORKS INC (ANET) - 1.39% | VISA INC CLASS A (V) - 1.35% |
| #16 | MICROSOFT CORP (MSFT) - 1.36% | ADVANCED MICRO DEVICES INC (AMD) - 1.34% |
| #17 | MANHATTAN ASSOCIATES INC (MANH) - 1.17% | JOHNSON & JOHNSON (JNJ) - 1.16% |
| #18 | TARGET CORP (TGT) - 1.16% | MASTERCARD INC CLASS A (MA) - 1.05% |
| #19 | VERISIGN INC (VRSN) - 1.12% | TEXAS INSTRUMENTS INC (TXN) - 1.04% |
| #20 | BANK OF AMERICA CORP (BAC) - 1.12% | COSTCO WHOLESALE CORP (COST) - 1.03% |
| #21 | ZIONS BANCORP NA (ZION) - 0.71% | BANK OF AMERICA CORP (BAC) - 0.92% |
| #22 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.70% | GE AEROSPACE (GE) - 0.90% |
| #23 | n/a (TXG) - 0.69% | ANALOG DEVICES INC (ADI) - 0.81% |
| #24 | EMCOR GROUP INC (EME) - 0.68% | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 0.79% |
| #25 | AERCAP HOLDINGS NV (AER) - 0.68% | UNITEDHEALTH GROUP INC (UNH) - 0.77% |
| Total Holdings | 321 | 204 |
CLSE vs NBCR - Historical Returns
Returns include dividend reinvestment.
1M
CLSE
-2.55%
Winner
NBCR
+2.14%
3M
CLSE
+0.88%
Winner
NBCR
+2.96%
6M
Winner
CLSE
+15.68%
NBCR
+8.92%
1Y
Winner
CLSE
+38.05%
NBCR
+17.09%
5Y(CAGR)
CLSE
+19.96%
NBCR
N/A
Max(CAGR)
Winner
CLSE
+19.96%
NBCR
+17.21%
CLSE vs NBCR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CLSE | NBCR |
|---|---|---|
| 2026 | +20.67% | +9.01% |
| 2025 | +19.81% | +18.51% |
| 2024 | +36.85% | +6.83% |
| 2023 | +17.91% | N/A |
| 2022 | -3.03% | N/A |
CLSE vs NBCR Drawdown Comparison
The maximum drawdown for CLSE was -16.45%, occurring on Apr 4, 2025. Recovery took 130 trading sessions.
The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current CLSE drawdown is -3.40%. The current NBCR drawdown is -1.49%.
| Rank | CLSE | NBCR |
|---|---|---|
| #1 | -16.45% Jan 23, 2025 - Jul 31, 2025 | -18.23% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -14.28% Apr 20, 2022 - Jul 17, 2023 | -10.35% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -7.41% Jul 10, 2024 - Sep 19, 2024 | -4.95% Aug 1, 2024 - Aug 14, 2024 |
| #4 | -4.85% Feb 25, 2026 - Apr 7, 2026 | -4.88% Dec 4, 2024 - Jan 23, 2025 |
| #5 | -4.78% Oct 11, 2023 - Nov 9, 2023 | -4.51% Oct 28, 2025 - Dec 5, 2025 |
| #6 | -4.66% Apr 5, 2024 - May 8, 2024 | -4.42% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -4.40% Nov 10, 2025 - Nov 28, 2025 | -3.66% May 29, 2026 - Jul 10, 2026 |
| #8 | -4.22% Dec 6, 2024 - Jan 21, 2025 | -3.05% Jul 15, 2026 - Aug 3, 2026 |
| #9 | -3.66% Mar 25, 2022 - Apr 20, 2022 | -2.96% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -3.60% Jun 15, 2026 - Aug 20, 2026 | -2.85% Oct 6, 2025 - Oct 24, 2025 |
| #11 | -3.56% Mar 3, 2022 - Mar 15, 2022 | -2.44% Dec 11, 2025 - Dec 23, 2025 |
| #12 | -3.36% Jul 18, 2023 - Aug 31, 2023 | -2.33% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -3.21% Sep 19, 2025 - Oct 24, 2025 | -2.18% Jan 23, 2025 - Feb 19, 2025 |
| #14 | -3.14% Jun 3, 2026 - Jun 15, 2026 | -2.01% Nov 11, 2024 - Nov 26, 2024 |
| #15 | -2.62% Feb 2, 2026 - Feb 6, 2026 | -2.00% Aug 13, 2026 - Aug 20, 2026 |
Correlation
Correlation between CLSE and NBCR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2025)
CLSE vs NBCR dividend yield comparison.
| Year | CLSE | NBCR |
|---|---|---|
| 2025 | 0.95% | 0.45% |
| 2024 | 0.93% | 0.47% |
| 2023 | 1.21% | 0.00% |
| 2022 | 0.85% | 0.00% |
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