CLSE

Convergence$34.24+0.38 (+1.12%)
AUM $447.6MER 1.52%NAV $30.60Holdings 355

Price Chart

Key Statistics

Previous Close

$33.86

Day Range

$33.90$34.28

52-Week Range

$22.93$34.37

Avg Volume

288.8K

Dividend Yield

0.94%

Expense Ratio

1.52%

AUM

$447.6M

Shares Outstanding

11.6M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology38.70%
Communication Services10.78%
Financial Services10.75%
Consumer Cyclical9.85%
Healthcare9.33%
Industrials7.49%
Energy3.30%
Consumer Defensive2.71%
Basic Materials2.47%
Utilities2.42%
Real Estate2.20%

Country Allocation

CountryWeight %
United States59.19%
Other39.39%
Singapore0.89%
France0.48%
Ireland0.39%
Switzerland0.18%
Bermuda-0.22%
Australia-0.31%

Fund Information

Category
Technology
Types
Inverse
Inception Date
Dec 29, 2009
Exchange
BATS
Description
The Convergence Long/Short Equity ETF seeks to provide a greater return potential than traditional approaches while reducing risk. The fund endeavors to provide a more material and consistent alpha through its proprietary fundamental ranking process from both its long and short holdings over a market cycle.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.20T
VOOVanguard S&P 500 ETF$1.60T
IVViShares Core S&P 500 ETF$808.20B
SPYState Street SPDR S&P 500 ETF Trust$779.35B
QQQInvesco QQQ Trust, Series 1$474.33B

The Convergence Long/Short Equity ETF (CLSE) is an exchange-traded fund issued by Convergence that launched on Dec 29, 2009. It currently manages $447.6M in assets under management. The fund charges an expense ratio of 1.52%. The fund holds 355 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 32.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1Cash & Other18.65%259,554,084$259.6M
2SOXXiShares Semiconductor ETF3.33%-78,932$-46327558
3NVDANVIDIA Corp2.39%162,474$33.3M
4LRCXLam Research Corp1.61%61,614$22.3M
5MUMicron Technology Inc1.29%18,043$18.0M
6AVGOBroadcom Inc1.19%42,853$16.5M
7GOOGAlphabet Inc1.17%45,637$16.3M
8GOOGLAlphabet Inc1.16%45,227$16.2M
9AMZNAmazon.com Inc1.16%66,797$16.1M
10SNDKSandisk Corp0.98%7,254$13.6M
11CSCOCisco Systems Inc0.90%102,575$12.5M
12DELLDell Technologies Inc0.83%29,414$11.5M
13ADIAnalog Devices Inc0.80%26,865$11.1M
14AMDAdvanced Micro Devices Inc0.78%22,333$10.9M
15FTNTFortinet Inc0.68%64,869$9.4M
Page 1 of 8

Detailed Returns

PeriodReturnETF
1D
+1.12%
1W
+1.75%
1M
+3.73%
3M
+21.96%
6M
+27.03%
YTD
+24.04%
1Y
+49.00%
3Y
+120.85%
5Y
+123.89%

Moving Averages

20-Day MA

$33.55

Above 20-Day MA
50-Day MA

$32.06

Above 50-Day MA
200-Day MA

$28.34

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$34.37

Current Price

$34.24

52-Week Low

$22.93

$22.93$34.37

Current Yield

0.94%

Annual Dividend

$0.8035

Frequency

1x/year

Last Ex-Date

Dec 15, 2025

Dividend History

Ex-DateAmountPay Date
Dec 15, 2025$0.2602Dec 16, 2025
Dec 16, 2024$0.2120Dec 17, 2024
Dec 15, 2023$0.2064Dec 21, 2023
Dec 15, 2022$0.1250Dec 19, 2022

Dividend Payments Over Time

Category Comparison

MetricCLSETechnology(1548 ETFs)Inverse(709 ETFs)
Fund Info
Expense Ratio1.52%0.63%1.10%
AUM$447.6M$7.39B$951.9M
Dividend Yield0.94%2.92%5.69%
Avg Volume288.8K744.5K4.1M
Holdings35521898
Performance
1-Month Return+3.04%+1.62%+3.37%
6-Month Return+24.13%+13.22%+6.12%
YTD Return+25.17%+15.73%+13.70%
1-Year Return+49.85%+34.10%+17.16%

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