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HELSvsCLSEETF Comparison

ETF 1

HELS

Hedgeye 130/30 Equity ETF

This fund is part of

Alternatives

-0.45%

Full HELS fund page

VS

ETF 2

CLSE

Convergence Long/Short Equity ETF

This fund is part of

Alternatives

-0.45%

Full CLSE fund page

Hedgeye 130/30 Equity ETF (HELS) and Convergence Long/Short Equity ETF (CLSE) belong to the same industry segment: Alternatives. HELS's top 3 sector exposures are Technology, Industrials and Finance. In contrast, CLSE's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. HELS is less expensive with a Total Expense Ratio (TER) of 0.7%, versus 1.52% for CLSE. HELS is up 0.23% year-to-date (YTD) with +$9M in YTD flows. CLSE performs better with 23.09% YTD performance, and +$396M in YTD flows. Run a side-by-side ETF comparison of HELS and CLSE 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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HELS vs CLSE performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 07/17/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	HELS CLSE	+1.71%-1.22%	+8.41%+9.94%	+0.23%+23.09%	n/a+44.91%	n/a+114.73%	n/an/a
Flows	HELS CLSE	-$993K+$70M	-$3M+$263M	+$9M+$396M	-+$446M	-+$584M	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	HELS CLSE	+16.24%+13.56%	n/a+13.42%	n/a+13.55%	n/an/a
Max drawdown	HELS CLSE	-4.16%-3.47%	n/a-4.60%	n/a-15.76%	n/an/a
Max drawdown duration	HELS CLSE	21d25d	n/a40d	n/a188d	n/an/a

Trading data

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	HELS	CLSE
Last sale 7/17/2026 at 1:30 PM	$24.52	$33.71
Previous close 07/16/2026	$24.65	$33.79
Consolidated volume 07/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 7/17/2026 at 1:30 PM

Live

Closed

	HELS	CLSE
Last price	$24.52	$33.71
1D performance	-0.52%	-0.24%
AuM	$22.81 M	$753.14 M
E/R	0.7%	1.52%

Characteristics

	HELS	CLSE
Management strategy	Active	Active
Provider	Hedgeye Asset Management	Convergence Investment Partners LLC
Benchmark	-	-
N° of holdings	74	684
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	December 10, 2025	February 22, 2022
ESG	No	No

More HELS data on Trackinsight

More CLSE data on Trackinsight

Exposure

Countries

HELS

Data will be available soon

CLSE

Data will be available soon

Sectors

HELS

Data will be available soon

CLSE

Data will be available soon

Diversification

HELS

Data will be available soon

CLSE

Data will be available soon

Top 15 holdings

Data as of May 31, 2026

HELS

Data will be available soon

CLSE

Data will be available soon

Frequently asked questions about HELS and CLSE

How have the HELS and CLSE ETFs performed in 2026?

As of July 17, 2026, HELS is up 0.23% year-to-date (YTD), while CLSE has returned 23.09%. That puts CLSE better performer ahead so far this year.

Which ETF is attracting more investor money: HELS or CLSE?

Year-to-date, the HELS ETF saw +$9M in flows, compared to +$396M for CLSE.

Which ETF is bigger: HELS or CLSE?

As of July 17, 2026, HELS holds $22.81 M in assets under management (AUM), while CLSE manages $753.14 M.

What sectors do the HELS and CLSE ETFs invest in?

HELS leans toward sectors like Technology, Industrials and Finance. Meanwhile, CLSE focuses on Technology and Finance.

What are the top holdings of the HELS ETF and CLSE ETF?

HELS top holdings include Apple, Inc., Alphabet, Inc. and CSX Corp.. CLSE holds in its top three: NVIDIA Corp., Lam Research Corp. and Micron Technology, Inc..

HELSvsCLSEETF Comparison

Hedgeye 130/30 Equity ETF

Convergence Long/Short Equity ETF

HELS vs CLSE performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the HELS and CLSE ETFs performed in 2026?

As of July 17, 2026, HELS is up 0.23% year-to-date (YTD), while CLSE has returned 23.09%. That puts CLSE better performer ahead so far this year.

Which ETF is attracting more investor money: HELS or CLSE?

Year-to-date, the HELS ETF saw +$9M in flows, compared to +$396M for CLSE.

Which ETF is bigger: HELS or CLSE?

As of July 17, 2026, HELS holds $22.81 M in assets under management (AUM), while CLSE manages $753.14 M.

What sectors do the HELS and CLSE ETFs invest in?

HELS leans toward sectors like Technology, Industrials and Finance. Meanwhile, CLSE focuses on Technology and Finance.

What are the top holdings of the HELS ETF and CLSE ETF?

HELS top holdings include Apple, Inc., Alphabet, Inc. and CSX Corp.. CLSE holds in its top three: NVIDIA Corp., Lam Research Corp. and Micron Technology, Inc..

Which ETF is more diversified: HELS or CLSE?

HELS holds 74 securities with 38.43% of its assets in the top 15. CLSE has 688 securities and a top 15 weight of 34.15%.

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