Compare · 2 funds side by side · dividends reinvested

CLSE and SPY

CLSEConvergence×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

CLSE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Convergence Long/Short Equity ETFUnsorted1.52%0.83%+15.3%+19.4%+26.1%[…]−8.6%13.6%$981M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CLSE 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Convergence Long/Short Equity ETF · $981M[…]

CLSE

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 40.0% in common

CLSEMeasureSPY

+15.3%Year to dateJan 1 → Nov 5+8.3%

+19.4%1 yearTotal return+9.7%

+26.1%3 years · per year$10,000 became $20,038 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

1.52%Expense ratio$152 · $9 a year on $10k · lower is better0.09%

0.83%Trailing 12-mo yield$83 · $103 a year on $10k1.03%

−8.6%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

CLSESPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2CLSE wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLSE vs SPY: Top 5 Holdings

Today

CLSE

16.6%in top 5

SPY

in top 527.7%

CLSEStockSPY

3.3%AAPL7.7%

5.1%NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

2.9%MUnot top 5

2.7%AVGOnot top 5

2.6%METAnot top 5

not top 5GOOGL2.6%

Held in common40.0%

End-of-day Nov 5, 2026 · share of each fund

CLSE vs SPY Returns, Every Period

ConvergenceCLSE

+19.4%

past year

SPYSPDR

+9.7%

past year

CLSESPYFaded: behind in that period

3–0CLSE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CLSE vs SPY

YTD

ConvergenceCLSE

+15.3%

SPYSPDR

+8.3%

+15.3%Year to date+8.3%

−8.6%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

0.8%Yield1.0%

$981MAssets$819B

2–1CLSE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLSE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CLSE1.52%$152

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CLSE, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

CLSE0.83%$83

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

CLSE$83 − $152 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CLSE, SPY

Today

40.0%most shared, CLSE and SPY

CLSESPY

CLSE—40.0%

SPY40.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.4%CLSE, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

CLSEWorst drop−8.6%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYCLSE

+8.3%Year to date+15.3%

1.0%Yield0.8%

+9.7%Past year+19.4%

0.09%Fee1.52%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026