RSF vs CBSE

Comparison between RiverNorth Capital and Income Fund (RSF, ETF) and CLOUGH SELECT EQUITY ETF (CBSE, ETF).

5-Year PerformanceCBSE has outperformed RSF, delivering a return of +11.5% compared to +5.5%

RSF vs CBSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSF(ETF)	CBSE(ETF)
Net Assets	$55M	$55M
Expense Ratio	N/A	0.85%
Max Drawdown	44.16%	36.30%
Sharpe Ratio	1.01	0.99
5Y Beta	0.11	1.22
P/E Ratio	N/A	4.28
Forward P/E	N/A	22.20
PEG Ratio	N/A	0.47
5Y Dividends CAGR	-1.59%	N/A
5Y EPS CAGR	N/A	11.06%
P/S Ratio	N/A	2.53
P/B Ratio	N/A	4.43

Net Assets

RSF

$55M

CBSE

$55M

Expense Ratio

RSF

N/A

CBSE

0.85%

Max Drawdown

RSF

44.16%

Winner

CBSE

36.30%

Sharpe Ratio

Winner

RSF

1.01

CBSE

0.99

5Y Beta

Winner

RSF

0.11

CBSE

1.22

P/E Ratio

RSF

N/A

CBSE

4.28

Forward P/E

RSF

N/A

CBSE

22.20

PEG Ratio

RSF

N/A

CBSE

0.47

5Y Dividends CAGR

RSF

-1.59%

CBSE

N/A

5Y EPS CAGR

RSF

N/A

CBSE

11.06%

P/S Ratio

RSF

N/A

CBSE

2.53

P/B Ratio

RSF

N/A

CBSE

4.43

RSF vs CBSE - Historical Returns

Returns include dividend reinvestment.

Period	RSF	CBSE
1 month	+0.77%	-3.14%
3 months	+2.21%	+4.68%
6 months	+5.62%	+12.82%
1 year	+11.51%	+27.32%
5 years(CAGR)	+5.53%	+11.46%
10 years(CAGR)	+4.55%	N/A
Max(CAGR)	+4.55%	+17.06%

Winner

RSF

+0.77%

CBSE

-3.14%

RSF

+2.21%

Winner

CBSE

+4.68%

RSF

+5.62%

Winner

CBSE

+12.82%

RSF

+11.51%

Winner

CBSE

+27.32%

5Y(CAGR)

RSF

+5.53%

Winner

CBSE

+11.46%

10Y(CAGR)

RSF

+4.55%

CBSE

N/A

Max(CAGR)

RSF

+4.55%

Winner

CBSE

+17.06%

RSF vs CBSE - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	RSF	CBSE
2026	+7.58%	+19.58%
2025	+5.86%	+17.90%
2024	+9.74%	+34.00%
2023	+4.29%	+18.89%
2022	-2.49%	-20.85%
2021	+29.16%	+16.05%
2020	+3.14%	+16.87%
2019	-12.06%	N/A
2018	-1.37%	N/A
2017	+5.33%	N/A
2016	+2.22%	N/A

RSF vs CBSE Drawdown Comparison

The maximum drawdown for RSF was -30.59%, occurring on Mar 18, 2020. Recovery took 665 trading sessions.

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

The current RSF drawdown is -0.21%. The current CBSE drawdown is -7.55%.

Rank	RSF	CBSE
#1	-30.59% Aug 24, 2018 - Apr 19, 2021	-36.30% Nov 9, 2021 - May 15, 2024
#2	-13.14% Aug 23, 2022 - Feb 1, 2024	-29.40% Jan 24, 2025 - Jun 26, 2025
#3	-10.01% Mar 31, 2022 - Aug 16, 2022	-13.57% Oct 15, 2025 - Jan 14, 2026
#4	-6.15% Mar 25, 2024 - Sep 18, 2024	-13.28% Jul 16, 2024 - Nov 7, 2024
#5	-5.82% Jul 7, 2021 - Sep 15, 2021	-11.54% Jan 22, 2026 - Apr 13, 2026
#6	-4.23% Apr 3, 2025 - Aug 29, 2025	-10.09% Apr 29, 2021 - Nov 3, 2021
#7	-3.92% Mar 26, 2026 - Jul 15, 2026	-9.31% Jun 2, 2026 - Jun 10, 2026
#8	-3.42% Sep 15, 2021 - Oct 6, 2021	-6.81% Feb 24, 2021 - Mar 15, 2021
#9	-3.30% Jan 13, 2022 - Mar 31, 2022	-6.52% Dec 6, 2024 - Jan 3, 2025
#10	-3.02% Nov 17, 2021 - Jan 5, 2022	-6.11% Mar 15, 2021 - Apr 26, 2021
#11	-2.94% Oct 30, 2025 - Dec 12, 2025	-5.41% Oct 6, 2025 - Oct 15, 2025
#12	-2.76% Mar 16, 2026 - Mar 26, 2026	-5.11% Jan 22, 2021 - Feb 3, 2021
#13	-2.65% Dec 17, 2024 - Feb 14, 2025	-4.62% Apr 24, 2026 - May 4, 2026
#14	-1.88% Feb 18, 2025 - Apr 1, 2025	-4.54% May 14, 2026 - May 26, 2026
#15	-1.81% Dec 12, 2025 - Jan 12, 2026	-4.13% Jan 6, 2025 - Jan 16, 2025

Correlation

Correlation between RSF and CBSE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2016 - 2026)

RSF vs CBSE dividend yield comparison.

Year	RSF	CBSE
2026	6.60%	0.00%
2025	11.30%	0.35%
2024	10.87%	0.37%
2023	10.85%	1.50%
2022	11.78%	0.52%
2021	9.52%	0.00%
2020	11.76%	0.00%
2019	6.92%	0.00%
2018	8.21%	0.00%
2017	9.22%	0.00%
2016	1.41%	0.00%