CLSE vs VXUS
Convergence Long/Short Equity ETF vs Vanguard Total International Stock ETF
Which is better, CLSE or VXUS?
Mid Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. CLSE led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CLSE | VXUS |
|---|---|---|
| Expense Ratio | 1.52% | 0.05%Best |
| AUM | $901M | $158.1B |
| Dividend Yield | 0.78% | 2.51% |
| Holdings | 371 | 8,747 |
| YTD Return | +23.71%Best | +12.21% |
| 1Y Return | +33.37%Best | +19.22% |
| 3Y Return (annualized) | +29.16%Best | +19.10% |
| 5Y Return (annualized) | - | +8.63% |
| Volatility (annualized) | 12.3%Best | 15.4% |
| Max Drawdown | -16.4%Best | -24.1% |
| $10,000 over 4.6 years | $23,382Best | $16,155 |
| Fund Family | Convergence Investment Partners | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Dec 29, 2009 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 22, 2022 to Sep 16, 2026 (4.6 years).
CLSE vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.
CLSE vs VXUS Performance
Convergence Long/Short Equity ETF (CLSE) is an ETF from Convergence Investment Partners and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year CLSE returned +33.37% while VXUS returned +19.22%. Year to date, CLSE is up 23.71% versus a gain of 12.21% for VXUS.
Over three years, CLSE compounded at +29.16% per year against +19.10% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 12.3% for CLSE. 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 -16.4% for CLSE and -24.1% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CLSE charges 1.52% per year while VXUS charges 0.05%. On a $10,000 position that is $152 vs $5 annually, a gap of $147 per year that compounds over a long holding period. On income, CLSE currently yields 0.78% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 357 holdings in CLSE and 8,082 in VXUS, totalling 117.0% and 88.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 4 positions appear in both.
4 positions in common, counted across the 357 positions we hold weights for in CLSE and 8,082 in VXUS, against full books of 371 and 8,747.
You are not choosing between two funds in isolation.
Whichever of CLSE and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CLSE or VXUS?
CLSE has an expense ratio of 1.52% while VXUS charges 0.05%. VXUS is the cheaper option, by $147 a year on a $10,000 investment.
Which performed better, CLSE or VXUS?
Over the past year CLSE returned +33.37% vs +19.22% for VXUS, so CLSE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CLSE or VXUS?
VXUS has been the more volatile fund at 15.4% annualized versus 12.3% for CLSE. Worst drawdown: CLSE -16.4% vs VXUS -24.1%.
Should I hold both CLSE and VXUS?
CLSE and VXUS have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CLSE or VXUS?
CLSE yields 0.78% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than CLSE?
VXUS has a lower expense ratio. CLSE led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.