CBSE vs VOO
Clough Select Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. CBSE delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CBSE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.86% | 0.03% | |
| AUM | $53M | $979.0B | |
| Dividend Yield | 0.26% | 1.09% | |
| Holdings | 39 | 509 | |
| YTD Return | +5.78% | +13.80% | |
| 1Y Return | +47.62% | +23.71% | |
| 3Y Return (annualized) | +12.66% | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 22.2% | 14.1% | |
| Max Drawdown | -36.3% | -34.3% | |
| Fund Family | Changebridge Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 12, 2020 | Sep 7, 2010 |
CBSE vs VOO Performance
Clough Select Equity ETF (CBSE) is a ETF from Changebridge Capital and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CBSE returned +47.62% while VOO returned +23.71%. Year to date, CBSE is up 5.78% versus a gain of 13.80% for VOO.
Over three years, CBSE compounded at +12.66% per year against +21.50% for VOO. Across the full 4-year window we track, CBSE has the edge at +14.85% annualized vs +13.58%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CBSE has been the more volatile fund, with annualized monthly volatility of 22.2% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -36.3% for CBSE and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CBSE charges 0.86% per year while VOO charges 0.03%. On a $10,000 position that is $86 vs $3 annually, a gap of $83 per year that compounds over a long holding period. On income, CBSE currently yields 0.26% against 1.09% for VOO.
Holdings Overlap
CBSE and VOO share 16 holdings out of 527 unique holdings combined, representing a 4.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CBSE or VOO?
CBSE has an expense ratio of 0.86% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
Which performed better, CBSE or VOO?
Over the past year CBSE returned +47.62% vs +23.71% for VOO, so CBSE leads on 1-year performance. Over the longest common window we track (4 years), CBSE annualized +14.85% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, CBSE or VOO?
CBSE has been the more volatile fund at 22.2% annualized versus 14.1% for VOO. Worst drawdown: CBSE -36.3% vs VOO -34.3%.
Should I hold both CBSE and VOO?
CBSE and VOO have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CBSE and VOO?
CBSE and VOO share 16 common holdings with a 4.3% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, CBSE or VOO?
CBSE yields 0.26% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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