Compare · 2 funds side by side · dividends reinvested

CLSE and SPYM

CLSEConvergence×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

CLSE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

Convergence Long/Short Equity ETFUnsorted1.52%0.83%+14.5%+17.5%+25.1%[…]−9.2%13.6%$950M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: CLSE 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Convergence Long/Short Equity ETF · $950M[…]

CLSE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

CLSEMeasureSPYM

+14.5%Year to dateJan 1 → Nov 6+8.8%

+17.5%1 yearTotal return+9.8%

+25.1%3 years · per year$10,000 became $19,599 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

1.52%Expense ratio$152 · $2 a year on $10k · lower is better0.02%

0.83%Trailing 12-mo yield$83 · $105 a year on $10k1.05%

−9.2%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLSE vs SPYM: Top 5 Holdings

Today

CLSE

15.7%in top 5

SPYM

in top 527.8%

CLSEStockSPYM

3.3%AAPL7.9%

4.8%NVDA6.9%

not top 5MSFT6.3%

2.5%AMZN4.0%

not top 5GOOGL2.6%

2.5%METAnot top 5

2.5%MUnot top 5

Held in common39.3%

End-of-day Nov 6, 2026 · share of each fund

CLSE vs SPYM Returns, Every Period

ConvergenceCLSE

+17.5%

past year

SPYMSPDR

+9.8%

past year

CLSESPYMFaded: behind in that period

3–0CLSE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CLSE vs SPYM

YTD

ConvergenceCLSE

+14.5%

SPYMSPDR

+8.8%

+14.5%Year to date+8.8%

−9.2%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

0.8%Yield1.1%

$950MAssets$182B

2–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLSE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CLSE1.52%$152

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CLSE, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

CLSE0.83%$83

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

CLSE$83 − $152 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CLSE, SPYM

Today

39.3%most shared, CLSE and SPYM

CLSESPYM

CLSE—39.3%

SPYM39.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.5%CLSE, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

CLSEWorst drop−9.2%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMCLSE

+8.8%Year to date+14.5%

1.1%Yield0.8%

+9.8%Past year+17.5%

0.02%Fee1.52%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026