CLSE vs SPYM

ACLSE

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · IVV $17,398

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common39.9%CLSE and SPYM

Convergence Long/Short Equity ETF · $964MState Street SPDR Portfolio S&P 500 ETF · $186B

+26.1%3 years · per year$20,037 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

1.52%Expense ratio$152 · $2 on $10k · lower wins0.02%

0.80%12-mo yield$80 · $102 on $10k

Cards for this view

CLSE

Convergence Long/Short Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureCLSESPYM

Fee1.52%0.02%

Cost on $10k a year$152$2

Yield0.80%1.02%

5 years, per year[…]+11.7%

3 years, per year+26.1%+21.7%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.7%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
3	ACLSE	Convergence Long/Short Equity ETFRead Desk	1.52%	0.80%	+1.0%	+18.4%	+20.5%	+26.1%	new	−9.2%	$964M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
3	ACLSE	Convergence Long/Short Equity ETFRead Desk	1.52%	0.80%	+1.0%	+18.4%	+20.5%	+26.1%	new	−9.2%	$964M

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