EFAX vs CLSE
Comparison between STATE STREET(R) SPDR(R) MSCI EAFE FOSSIL FUEL RESERVES FREE ETF (EFAX, ETF) and CONVERGENCE LONG/SHORT EQUITY ETF (CLSE, ETF).
EFAX vs CLSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFAX
$489M
CLSE
$487M
Expense Ratio
Winner
EFAX
0.20%
CLSE
1.52%
Max Drawdown
EFAX
36.22%
Winner
CLSE
16.55%
Sharpe Ratio
EFAX
0.79
Winner
CLSE
2.70
5Y Beta
EFAX
0.76
Winner
CLSE
0.65
P/E Ratio
EFAX
N/A
CLSE
19.25
Forward P/E
EFAX
N/A
CLSE
18.53
5Y Dividends CAGR
EFAX
15.30%
CLSE
N/A
5Y EPS CAGR
EFAX
N/A
CLSE
34.91%
Debt to Equity
EFAX
N/A
CLSE
7.74%
P/S Ratio
EFAX
N/A
CLSE
1.14
P/B Ratio
EFAX
N/A
CLSE
4.98
EFAX vs CLSE - Holdings Comparison
EFAX and CLSE have 4 common holdings. Overlap is -0.84%
EFAX's top 25 holdings weight is 26.31%. CLSE's top 25 holdings weight is 87.62%.
| Rank | EFAX | CLSE |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.11% | OTHER ASSETS AND LIABILITIES (n/a) - 39.01% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.59% | NVIDIA CORP (NVDA) - 4.79% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.47% | MICRON TECHNOLOGY INC (MU) - 3.50% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 1.45% | LAM RESEARCH CORP (LRCX) - 3.19% |
| #5 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.42% | ADVANCED MICRO DEVICES INC (AMD) - 2.97% |
| #6 | NESTLE SA (n/a) - 1.29% | BROADCOM INC (AVGO) - 2.84% |
| #7 | SIEMENS AG (n/a) - 1.20% | AMAZON.COM INC (AMZN) - 2.62% |
| #8 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.08% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #9 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.98% | ALPHABET INC CLASS A (GOOGL) - 2.58% |
| #10 | BANCO SANTANDER SA (n/a) - 0.91% | META PLATFORMS INC CLASS A (META) - 2.06% |
| #11 | SAP SE (n/a) - 0.91% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.96% |
| #12 | SOFTBANK GROUP CORP (n/a) - 0.91% | ROKU INC CLASS A (ROKU) - 1.85% |
| #13 | TOYOTA MOTOR CORP (n/a) - 0.89% | CISCO SYSTEMS INC (CSCO) - 1.64% |
| #14 | SCHNEIDER ELECTRIC SE (n/a) - 0.86% | n/a (DELL) - 1.62% |
| #15 | ALLIANZ SE (n/a) - 0.85% | WESTERN DIGITAL CORP (WDC) - 1.50% |
| #16 | ABB LTD (n/a) - 0.84% | AMKOR TECHNOLOGY INC (AMKR) - 1.48% |
| #17 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.81% | FORTINET INC (FTNT) - 1.43% |
| #18 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.75% | JABIL INC (JBL) - 1.40% |
| #19 | IBERDROLA SA (n/a) - 0.74% | TERADYNE INC (TER) - 1.38% |
| #20 | HITACHI LTD (n/a) - 0.72% | CIENA CORP (CIEN) - 1.29% |
| #21 | NOVO NORDISK AS CLASS B (n/a) - 0.72% | VERISIGN INC (VRSN) - 1.26% |
| #22 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.71% | UIPATH INC CLASS A (PATH) - 1.20% |
| #23 | TOKYO ELECTRON LTD (n/a) - 0.71% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.20% |
| #24 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.70% | MICROSOFT CORP (MSFT) - 1.15% |
| #25 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.69% | TERADATA CORP (TDC) - 1.12% |
| Total Holdings | 668 | 347 |
EFAX vs CLSE - Historical Returns
Returns include dividend reinvestment.
1M
EFAX
+0.79%
Winner
CLSE
+5.01%
3M
EFAX
+3.21%
Winner
CLSE
+20.20%
6M
EFAX
+7.12%
Winner
CLSE
+24.62%
1Y
EFAX
+16.27%
Winner
CLSE
+48.25%
5Y(CAGR)
EFAX
+7.13%
Winner
CLSE
+21.28%
10Y(CAGR)
EFAX
+8.82%
CLSE
N/A
Max(CAGR)
EFAX
+8.82%
Winner
CLSE
+21.28%
EFAX vs CLSE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | EFAX | CLSE |
|---|---|---|
| 2026 | +3.98% | +21.68% |
| 2025 | +31.59% | +19.81% |
| 2024 | +5.91% | +36.85% |
| 2023 | +17.25% | +17.91% |
| 2022 | -17.03% | -3.03% |
| 2021 | +10.20% | N/A |
| 2020 | +8.53% | N/A |
| 2019 | +24.13% | N/A |
| 2018 | -15.02% | N/A |
| 2017 | +23.82% | N/A |
| 2016 | +0.56% | N/A |
EFAX vs CLSE Drawdown Comparison
The maximum drawdown for EFAX was -32.53%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.
The maximum drawdown for CLSE was -16.45%, occurring on Apr 4, 2025. Recovery took 130 trading sessions.
The current EFAX drawdown is -3.41%. The current CLSE drawdown is -2.36%.
| Rank | EFAX | CLSE |
|---|---|---|
| #1 | -32.53% Jan 17, 2020 - Nov 9, 2020 | -16.45% Jan 23, 2025 - Jul 31, 2025 |
| #2 | -31.65% Sep 7, 2021 - Mar 6, 2024 | -14.28% Apr 20, 2022 - Jul 17, 2023 |
| #3 | -22.34% Jan 24, 2018 - Jan 17, 2020 | -7.41% Jul 10, 2024 - Sep 19, 2024 |
| #4 | -13.52% Mar 19, 2025 - Apr 28, 2025 | -4.85% Feb 25, 2026 - Apr 7, 2026 |
| #5 | -12.38% Feb 25, 2026 - Mar 27, 2026 | -4.78% Oct 11, 2023 - Nov 9, 2023 |
| #6 | -9.89% Sep 26, 2024 - Mar 5, 2025 | -4.66% Apr 5, 2024 - May 8, 2024 |
| #7 | -7.72% Jul 12, 2024 - Aug 19, 2024 | -4.40% Nov 10, 2025 - Nov 28, 2025 |
| #8 | -5.59% Mar 27, 2024 - May 14, 2024 | -4.22% Dec 6, 2024 - Jan 21, 2025 |
| #9 | -5.54% Nov 12, 2025 - Dec 11, 2025 | -3.66% Mar 25, 2022 - Apr 20, 2022 |
| #10 | -5.15% Jun 15, 2021 - Aug 13, 2021 | -3.56% Mar 3, 2022 - Mar 15, 2022 |
| #11 | -4.67% Jul 23, 2025 - Aug 13, 2025 | -3.36% Jul 18, 2023 - Aug 31, 2023 |
| #12 | -4.35% Feb 16, 2021 - Apr 5, 2021 | -3.21% Sep 19, 2025 - Oct 24, 2025 |
| #13 | -4.26% Jan 8, 2021 - Feb 9, 2021 | -2.62% Feb 2, 2026 - Feb 6, 2026 |
| #14 | -4.08% Sep 15, 2017 - Jan 3, 2018 | -2.62% Nov 12, 2024 - Dec 6, 2024 |
| #15 | -3.83% Aug 30, 2024 - Sep 19, 2024 | -2.37% Dec 11, 2025 - Dec 19, 2025 |
Correlation
Correlation between EFAX and CLSE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
EFAX vs CLSE dividend yield comparison.
| Year | EFAX | CLSE |
|---|---|---|
| 2026 | 1.54% | 0.00% |
| 2025 | 3.31% | 0.95% |
| 2024 | 2.74% | 0.93% |
| 2023 | 2.71% | 1.21% |
| 2022 | 2.81% | 0.85% |
| 2021 | 2.58% | 0.00% |
| 2020 | 1.69% | 0.00% |
| 2019 | 2.71% | 0.00% |
| 2018 | 3.05% | 0.00% |
| 2017 | 2.89% | 0.00% |
| 2016 | 0.26% | 0.00% |
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