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, Consumer Non-Cyclicals 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 0.3% for BLUX. CBSE is up 16.82% year-to-date (YTD) with +$8M in YTD flows. BLUX performs worse with 13.95% YTD performance, and +$101M 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 07/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CBSE BLUX | -12.07%-1.24% | -0.91%+4.76% | +16.82%+13.95% | +21.18%+21.10% | +90.11%n/a | +62.09%n/a |
| Flows | CBSE BLUX | +$4M+$13M | +$4M+$47M | +$8M+$101M | +$16M+$157M | +$31M- | +$29M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CBSE BLUX | +30.24%+13.96% | +25.49%+14.32% | +23.82%n/a | +24.76%n/a |
| Max drawdown | CBSE BLUX | -13.47%-3.45% | -13.76%-9.09% | -29.24%n/a | -36.20%n/a |
| Max drawdown duration | CBSE BLUX | 58d10d | 90d63d | 150dn/a | 920dn/a |
Trading data
CBSE | BLUX | |
Last sale 7/31/2026 at 1:30 PM | $46.31 | $31.85 |
| Previous close 07/30/2026 | $46.09 | $31.80 |
| Consolidated volume 07/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/31/2026 at 1:30 PM
Live
Closed
CBSE | BLUX | |
|---|---|---|
| Last price | $46.31 | $31.85 |
| 1D performance | +0.48% | +0.16% |
| AuM | $51.57 M | $571.16 M |
| E/R | 0.85% | 0.3% |
Characteristics
CBSE | BLUX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Clough Capital | Bluemonte Investment Management |
| Benchmark | - | - |
| N° of holdings | 38 | 2870 |
| 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
83.18%
Other
16.82%
BLUX
USA
95.75%
Other
4.25%
Sectors
CBSE
Technology
19.61%
Consumer Non-Cycl.
12.49%
Healthcare
12.25%
Energy
10.78%
Consumer Services
10.44%
Industrials
10.25%
Other
24.18%
BLUX
Technology
28.18%
Finance
20.74%
Healthcare
12.85%
Industrials
9.28%
Other
28.96%
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Diversification
CBSE
Total weight of top 15 holdings out of 15
43.5%
BLUX
Total weight of top 15 holdings out of 15
20.77%
Top 15 holdings
Data as of June 30, 2026
CBSE
Tenable Holdings, Inc.
3.36%
10X Genomics, Inc.
3.24%
ImmunityBio, Inc.
3.13%
Krystal Biotech, Inc.
3.04%
Solaris Energy Infrastructure, Inc.
2.92%
Service Corp. International
2.91%
Starbucks Corp.
2.88%
Astera Labs, Inc.
2.86%
GRAIL, Inc.
2.85%
Select Water Solutions, Inc.
2.78%
ASML Holding NV
2.76%
Taiwan Semiconductor Manufacturing Co., Ltd.
2.72%
Monolithic Power Systems, Inc.
2.71%
Pool Corp.
2.70%
MGM Resorts International
2.65%
BLUX
NVIDIA Corp.
3.60%
Apple, Inc.
3.16%
Microsoft Corp.
2.06%
Amazon.com, Inc.
1.73%
Alphabet, Inc.
1.56%
Broadcom Inc.
1.33%
Alphabet, Inc.
1.24%
Micron Technology, Inc.
0.97%
Meta Platforms, Inc.
0.92%
Tesla, Inc.
0.88%
Eli Lilly & Co.
0.71%
Advanced Micro Devices, Inc.
0.70%
Berkshire Hathaway, Inc.
0.68%
JPMorgan Chase & Co.
0.65%
Sandisk Corp.
0.58%
Frequently asked questions about CBSE and BLUX
How have the CBSE and BLUX ETFs performed in 2026?
As of July 30, 2026, CBSE is up 16.82% year-to-date (YTD), while BLUX has returned 13.95%. That puts CBSE better performer ahead so far this year.
Which ETF is attracting more investor money: CBSE or BLUX?
Year-to-date, the CBSE ETF saw +$8M in flows, compared to +$101M for BLUX.
Which ETF is more volatile: CBSE or BLUX?
Over the past year, CBSE had a volatility of 25.49%, while BLUX experienced 14.32%.
Which ETF is bigger: CBSE or BLUX?
As of July 30, 2026, CBSE holds $51.57 M in assets under management (AUM), while BLUX manages $571.16 M.
What sectors do the CBSE and BLUX ETFs invest in?
CBSE leans toward sectors like Technology, Consumer Non-Cyclicals 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 Tenable Holdings, Inc., 10X Genomics, Inc. and ImmunityBio, Inc.. BLUX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: CBSE or BLUX?
CBSE holds 39 securities with 43.5% of its assets in the top 15. BLUX has 2943 securities and a top 15 weight of 20.77%.
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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
CBSE
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