GRF vs CBSE

Comparison between Eagle Capital Growth Fund Inc (GRF, ETF) and CLOUGH SELECT EQUITY ETF (CBSE, ETF).

5-Year PerformanceCBSE has outperformed GRF, delivering a return of +10.7% compared to +9.0%

GRF vs CBSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GRF(ETF)	CBSE(ETF)
Net Assets	$48M	$48M
Expense Ratio	N/A	0.85%
Max Drawdown	69.08%	36.30%
Sharpe Ratio	0.34	1.35
5Y Beta	0.31	1.22
P/E Ratio	N/A	4.29
Forward P/E	N/A	21.78
PEG Ratio	N/A	0.62
5Y Dividends CAGR	22.26%	N/A
P/S Ratio	N/A	3.18
P/B Ratio	N/A	5.24

Net Assets

GRF

$48M

Winner

CBSE

$48M

Expense Ratio

GRF

N/A

CBSE

0.85%

Max Drawdown

GRF

69.08%

Winner

CBSE

36.30%

Sharpe Ratio

GRF

0.34

Winner

CBSE

1.35

5Y Beta

Winner

GRF

0.31

CBSE

1.22

P/E Ratio

GRF

N/A

CBSE

4.29

Forward P/E

GRF

N/A

CBSE

21.78

PEG Ratio

GRF

N/A

CBSE

0.62

5Y Dividends CAGR

GRF

22.26%

CBSE

N/A

P/S Ratio

GRF

N/A

CBSE

3.18

P/B Ratio

GRF

N/A

CBSE

5.24

GRF vs CBSE - Historical Returns

Returns include dividend reinvestment.

Period	GRF	CBSE
1 month	-1.39%	+0.24%
3 months	-6.42%	+14.94%
6 months	-2.84%	+18.55%
1 year	+7.45%	+38.55%
5 years(CAGR)	+9.04%	+10.67%
10 years(CAGR)	+9.97%	N/A
Max(CAGR)	+8.64%	+17.23%

GRF

-1.39%

Winner

CBSE

+0.24%

GRF

-6.42%

Winner

CBSE

+14.94%

GRF

-2.84%

Winner

CBSE

+18.55%

GRF

+7.45%

Winner

CBSE

+38.55%

5Y(CAGR)

GRF

+9.04%

Winner

CBSE

+10.67%

10Y(CAGR)

GRF

+9.97%

CBSE

N/A

Max(CAGR)

GRF

+8.64%

Winner

CBSE

+17.23%

GRF vs CBSE - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	GRF	CBSE
2026	-8.28%	+18.05%
2025	+18.14%	+17.90%
2024	+8.09%	+34.00%
2023	+15.94%	+18.89%
2022	-11.78%	-20.85%
2021	+31.87%	+16.05%
2020	+8.25%	+16.87%
2019	+21.53%	N/A
2018	-0.63%	N/A
2017	+13.24%	N/A
2016	+14.36%	N/A
2015	-4.25%	N/A
2014	+11.31%	N/A
2013	+32.44%	N/A
2012	+2.36%	N/A
2011	+21.20%	N/A
2010	+9.09%	N/A
2009	+23.92%	N/A
2008	-34.47%	N/A
2007	+17.44%	N/A
2006	+25.60%	N/A
2005	-19.24%	N/A
2004	+4.64%	N/A

GRF vs CBSE Drawdown Comparison

The maximum drawdown for GRF was -60.89%, occurring on Mar 10, 2009. Recovery took 998 trading sessions.

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

The current GRF drawdown is -14.35%. The current CBSE drawdown is -8.73%.

Rank	GRF	CBSE
#1	-60.89% Dec 27, 2007 - Dec 12, 2011	-36.30% Nov 9, 2021 - May 15, 2024
#2	-36.59% Feb 18, 2020 - Dec 23, 2020	-29.40% Jan 24, 2025 - Jun 26, 2025
#3	-24.98% Apr 27, 2022 - Aug 29, 2024	-13.57% Oct 15, 2025 - Jan 14, 2026
#4	-24.86% Jan 30, 2004 - Jan 5, 2007	-13.28% Jul 16, 2024 - Nov 7, 2024
#5	-20.20% Dec 26, 2014 - May 6, 2016	-11.54% Jan 22, 2026 - Apr 13, 2026
#6	-19.44% Jan 5, 2012 - Mar 7, 2013	-10.09% Apr 29, 2021 - Nov 3, 2021
#7	-16.49% Feb 1, 2018 - Feb 4, 2019	-8.73% Jun 2, 2026 - Jun 5, 2026
#8	-16.34% Dec 16, 2025 - Apr 15, 2026	-6.81% Feb 24, 2021 - Mar 15, 2021
#9	-15.63% Jan 21, 2022 - Apr 26, 2022	-6.52% Dec 6, 2024 - Jan 3, 2025
#10	-15.46% Jun 21, 2007 - Dec 12, 2007	-6.11% Mar 15, 2021 - Apr 26, 2021
#11	-15.22% May 13, 2016 - Nov 23, 2016	-5.41% Oct 6, 2025 - Oct 15, 2025
#12	-12.94% Jan 25, 2007 - Jun 21, 2007	-5.11% Jan 22, 2021 - Feb 3, 2021
#13	-12.66% Jul 9, 2014 - Dec 16, 2014	-4.62% Apr 24, 2026 - May 4, 2026
#14	-12.02% Nov 29, 2024 - Jul 23, 2025	-4.54% May 14, 2026 - May 26, 2026
#15	-11.90% Dec 5, 2016 - May 16, 2017	-4.13% Jan 6, 2025 - Jan 16, 2025

Correlation

Correlation between GRF and CBSE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2004 - 2025)

GRF vs CBSE dividend yield comparison.

Year	GRF	CBSE
2025	7.94%	0.35%
2024	6.97%	0.37%
2023	3.70%	1.50%
2022	4.32%	0.52%
2021	10.20%	0.00%
2020	6.89%	0.00%
2019	6.98%	0.00%
2018	7.26%	0.00%
2017	6.42%	0.00%
2016	16.19%	0.00%
2015	6.59%	0.00%
2014	4.25%	0.00%
2013	12.45%	0.00%
2012	5.07%	0.00%
2011	15.00%	0.00%
2010	4.23%	0.00%
2009	0.78%	0.00%
2008	7.02%	0.00%
2007	21.64%	0.00%
2006	14.30%	0.00%
2005	2.24%	0.00%
2004	2.25%	0.00%