CBSEvsBLUXETF Comparison
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Clough Select Equity ETF - USD (CBSE) and Bluemonte Dynamic Total Market ETF (BLUX) belong to the same industry segment: US All Cap. CBSE's top 3 sector exposures are Technology, Energy and Healthcare. In contrast, BLUX's top sector exposures are Technology, Finance and Healthcare. CBSE is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.28% for BLUX. CBSE is up 12.38% year-to-date (YTD) with +$4M in YTD flows. BLUX performs better with 13.27% YTD performance, and +$155M in YTD flows. Run a side-by-side ETF comparison of CBSE and BLUX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CBSE vs BLUX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CBSE BLUX | -4.69%+0.48% | -3.79%-0.60% | +12.38%+13.27% | +10.14%+14.76% | +114.82%n/a | +50.65%n/a |
| Flows | CBSE BLUX | -$446K+$22M | -$4M+$54M | +$4M+$155M | +$8M+$177M | +$27M- | +$25M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CBSE BLUX | +21.24%+10.85% | +25.38%+13.87% | +24.05%n/a | +24.94%n/a |
| Max drawdown | CBSE BLUX | -12.40%-5.74% | -17.71%-9.09% | -29.24%n/a | -36.20%n/a |
| Max drawdown duration | CBSE BLUX | 74d75d | 150d63d | 150dn/a | 920dn/a |
Trading data
CBSE | BLUX | |
Last sale 10/30/2026 at 1:30 PM | $44.28 | $31.49 |
| Previous close 10/29/2026 | $45.30 | $32.00 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
CBSE | BLUX | |
|---|---|---|
| Last price | $44.28 | $31.49 |
| 1D performance | -2.26% | -1.59% |
| AuM | $46.07 M | $619.67 M |
| E/R | 0.85% | 0.28% |
Characteristics
CBSE | BLUX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Clough Capital | Bluemonte Investment Management |
| Benchmark | - | - |
| N° of holdings | 37 | 1 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 13, 2020 | June 23, 2025 |
| ESG | No | No |
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Exposure
Countries
CBSE
USA
87.09%
Other
12.91%
BLUX
USA
94.83%
Other
5.17%
Sectors
CBSE
Technology
34.35%
Energy
22.54%
Healthcare
8.47%
Finance
7.72%
Other
26.92%
BLUX
Technology
29.29%
Finance
20.29%
Healthcare
13.26%
Industrials
8.38%
Other
28.78%
Diversification
CBSE
Total weight of top 15 holdings out of 15
46.33%
BLUX
Total weight of top 4 holdings out of 4
99.79%
Top 15 holdings
Data as of September 30, 2026
CBSE
BlackRock Liquidity T-Fund
6.57%
Solaris Energy Infrastructure, Inc.
3.14%
10X Genomics, Inc.
3.04%
Aehr Test Systems
3.02%
ImmunityBio, Inc.
2.91%
Select Water Solutions, Inc.
2.89%
CrowdStrike Holdings, Inc.
2.88%
ASML Holding NV
2.78%
JFrog Ltd.
2.75%
Taiwan Semiconductor Manufacturing Co., Ltd.
2.75%
SharkNinja, Inc.
2.75%
WisdomTree, Inc.
2.73%
Palo Alto Networks, Inc.
2.71%
SiTime Corp.
2.71%
Okta, Inc.
2.69%
BLUX
US78464A8541
49.87%
US92206C6646
29.91%
US4642887032
14.89%
US8085246077
5.13%
Frequently asked questions about CBSE and BLUX
How have the CBSE and BLUX ETFs performed in 2026?
As of October 30, 2026, CBSE is up 12.38% year-to-date (YTD), while BLUX has returned 13.27%. That puts BLUX better performer ahead so far this year.
Which ETF is attracting more investor money: CBSE or BLUX?
Year-to-date, the CBSE ETF saw +$4M in flows, compared to +$155M for BLUX.
Which ETF is more volatile: CBSE or BLUX?
Over the past year, CBSE had a volatility of 25.38%, while BLUX experienced 13.87%.
Which ETF is bigger: CBSE or BLUX?
As of October 30, 2026, CBSE holds $46.07 M in assets under management (AUM), while BLUX manages $619.67 M.
What sectors do the CBSE and BLUX ETFs invest in?
CBSE leans toward sectors like Technology, Energy and Healthcare. Meanwhile, BLUX focuses on Technology, Finance and Healthcare.
What are the top holdings of the CBSE ETF and BLUX ETF?
CBSE top holdings include BlackRock Liquidity T-Fund, Solaris Energy Infrastructure, Inc. and 10X Genomics, Inc.. BLUX holds in its top three: US78464A8541, US92206C6646 and US4642887032.
Which ETF is more diversified: CBSE or BLUX?
CBSE holds 38 securities with 46.33% of its assets in the top 15. BLUX has 2902 securities and a top 15 weight of 99.79%.
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Latest news about CBSE & BLUX
Ask the Manager: Vince Lorusso on Active Equity in an AI-Driven Market
April 23, 2026
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