CBSEvsSCHBETF Comparison
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Clough Select Equity ETF - USD (CBSE) and Schwab U.S. Broad Market ETF (SCHB) belong to the same industry segment: US All Cap. CBSE's top 3 sector exposures are Technology, Energy and Healthcare. In contrast, SCHB's top sector exposures are Technology, Finance and Healthcare. CBSE is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.03% for SCHB. CBSE is up 12.38% year-to-date (YTD) with +$4M in YTD flows. SCHB performs worse with 11.7% YTD performance, and +$1.86B in YTD flows. Run a side-by-side ETF comparison of CBSE and SCHB 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 SCHB 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 SCHB | -4.69%-0.82% | -3.79%+1.68% | +12.38%+11.70% | +10.14%+12.29% | +114.82%+87.91% | +50.65%+67.61% |
| Flows | CBSE SCHB | -$446K+$171M | -$4M+$640M | +$4M+$1.86B | +$8M+$1.88B | +$27M+$4.21B | +$25M+$5.66B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CBSE SCHB | +21.24%+11.11% | +25.38%+13.14% | +24.05%+15.43% | +24.94%+17.57% |
| Max drawdown | CBSE SCHB | -12.40%-3.39% | -17.71%-8.92% | -29.24%-19.42% | -36.20%-25.37% |
| Max drawdown duration | CBSE SCHB | 74d78d | 150d76d | 150d127d | 920d711d |
Trading data
CBSE | SCHB | |
Last sale 11/2/2026 at 2:30 PM | $43.57 | $28.95 |
| Previous close 10/30/2026 | $44.28 | $29.07 |
| Consolidated volume 10/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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CBSE
is actively managed and doesn’t replicate an indexCBSE | SCHB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 11/2/2026 at 2:30 PM
Live
Closed
CBSE | SCHB | |
|---|---|---|
| Last price | $43.57 | $28.95 |
| 1D performance | -1.60% | -0.41% |
| AuM | $46.07 M | $44.23 B |
| E/R | 0.85% | 0.03% |
Characteristics
CBSE | SCHB | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Clough Capital | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Broad Stock Market Index |
| N° of holdings | 37 | 1583 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 13, 2020 | November 3, 2009 |
| ESG | No | No |
Exposure
Countries
CBSE
USA
87.09%
Other
12.91%
SCHB
USA
97.61%
Other
2.39%
Sectors
CBSE
Technology
34.35%
Energy
22.54%
Healthcare
8.47%
Finance
7.72%
Other
26.92%
SCHB
Technology
46.32%
Finance
13.46%
Healthcare
9.19%
Consumer Non-Cycl.
8.4%
Industrials
7.06%
Other
15.56%
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Diversification
CBSE
Total weight of top 15 holdings out of 15
46.33%
SCHB
Total weight of top 15 holdings out of 15
43.78%
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%
SCHB
NVIDIA Corp.
7.91%
Apple, Inc.
7.14%
Microsoft Corp.
5.38%
Amazon.com, Inc.
3.56%
Alphabet, Inc.
2.92%
Meta Platforms, Inc.
2.46%
Broadcom Inc.
2.42%
Alphabet, Inc.
2.34%
Micron Technology, Inc.
1.75%
Tesla, Inc.
1.53%
Advanced Micro Devices, Inc.
1.48%
Berkshire Hathaway, Inc.
1.34%
Eli Lilly & Co.
1.30%
JPMorgan Chase & Co.
1.29%
ExxonMobil Holdings Corp.
0.97%
Frequently asked questions about CBSE and SCHB
How have the CBSE and SCHB ETFs performed in 2026?
As of October 30, 2026, CBSE is up 12.38% year-to-date (YTD), while SCHB has returned 11.7%. That puts CBSE better performer ahead so far this year.
Which ETF is attracting more investor money: CBSE or SCHB?
Year-to-date, the CBSE ETF saw +$4M in flows, compared to +$1.86B for SCHB.
Which ETF is more volatile: CBSE or SCHB?
Over the past year, CBSE had a volatility of 25.38%, while SCHB experienced 13.14%.
Which ETF is bigger: CBSE or SCHB?
As of October 30, 2026, CBSE holds $46.07 M in assets under management (AUM), while SCHB manages $44.23 B.
What sectors do the CBSE and SCHB ETFs invest in?
CBSE leans toward sectors like Technology, Energy and Healthcare. Meanwhile, SCHB focuses on Technology, Finance and Healthcare.
What are the top holdings of the CBSE ETF and SCHB ETF?
CBSE top holdings include BlackRock Liquidity T-Fund, Solaris Energy Infrastructure, Inc. and 10X Genomics, Inc.. SCHB holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: CBSE or SCHB?
CBSE holds 38 securities with 46.33% of its assets in the top 15. SCHB has 1585 securities and a top 15 weight of 43.78%.
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Latest news about CBSE & SCHB
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April 23, 2026
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October 24, 2024
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ETF Tax Loss Harvesting: How to Use the ETF Central Comparison Tool
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