Compare · 2 funds side by side · dividends reinvested

CLSE and VIG

CLSEConvergence×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

CLSE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

Convergence Long/Short Equity ETFUnsorted1.52%0.83%+15.3%+19.4%+26.1%[…]−8.6%13.6%$981M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: CLSE 2009 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CLSE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 22.2% in common

CLSEMeasureVIG

+15.3%Year to dateJan 1 → Nov 5+12.5%

+19.4%1 yearTotal return+15.2%

+26.1%3 years · per year$10,000 became $20,038 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

1.52%Expense ratio$152 · $4 a year on $10k · lower is better0.04%

0.83%Trailing 12-mo yield$83 · $149 a year on $10k1.49%

−8.6%Worst dropSmaller is better−7.9%

13.6%VolatilityLower is calmer10.8%

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

3–4VIG 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 VIG: Top 5 Holdings

Today

CLSE

16.6%in top 5

VIG

in top 522.1%

CLSEStockVIG

5.1%NVDAnot top 5

not top 5MSFT4.9%

3.3%AAPL4.9%

2.7%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.9%MUnot top 5

2.6%METAnot top 5

Held in common22.2%

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

CLSE vs VIG Returns, Every Period

ConvergenceCLSE

+19.4%

past year

VIGVanguard

+15.2%

past year

CLSEVIGFaded: behind in that period

3–0CLSE wins

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

Unsorted vs Income: CLSE vs VIG

YTD

ConvergenceCLSE

+15.3%

VIGVanguard

+12.5%

+15.3%Year to date+12.5%

−8.6%Worst drop · 1Y−7.9%

13.6%Volatility · 1Y10.8%

0.8%Yield1.5%

$981MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: CLSE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CLSE1.52%$152

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

Yields: CLSE, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

CLSE0.83%$83

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CLSE$83 − $152 = −$69

KeptFee

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

Overlap: CLSE, VIG

Today

22.2%most shared, CLSE and VIG

CLSEVIG

CLSE—22.2%

VIG22.2%—

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

VIGWorst drop−7.9%10.8% 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

VIGCLSE

+12.5%Year to date+15.3%

1.5%Yield0.8%

+15.2%Past year+19.4%

0.04%Fee1.52%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026