BFOR vs. CLSE ETF Comparison

Comparison of Barron's 400 (BFOR) to Convergence Long/Short Equity ETF (CLSE)
BFOR

Barron's 400

BFOR Description

The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$78.80

Average Daily Volume

4,071

Number of Holdings *

388

* may have additional holdings in another (foreign) market
CLSE

Convergence Long/Short Equity ETF

CLSE Description The investment seeks long-term capital growth. The fund seeks to invest, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in long and short positions in equity securities of domestic companies. The adviser intends to maintain a net long exposure (the market value of long positions minus the market value of short positions) of approximately 50% to 100%. Under normal market conditions, the fund’s long positions may range from approximately 90% to 150% and its short positions may range from approximately 20% to 70%.

Grade (RS Rating)

Last Trade

$23.68

Average Daily Volume

66,024

Number of Holdings *

337

* may have additional holdings in another (foreign) market
Performance
Period BFOR CLSE
30 Days 9.34% 4.69%
60 Days 10.13% 6.81%
90 Days 11.66% 9.38%
12 Months 38.09% 39.93%
84 Overlapping Holdings
Symbol Grade Weight in BFOR Weight in CLSE Overlap
AAPL C 0.24% 0.83% 0.24%
ACIW B 0.26% 1.3% 0.26%
ALL A 0.24% 0.45% 0.24%
ALSN B 0.31% 0.66% 0.31%
AMZN C 0.26% 2.53% 0.26%
ANET C 0.25% 1.83% 0.25%
APA D 0.21% 0.25% 0.21%
APD A 0.25% -0.15% -0.15%
APH A 0.26% 0.67% 0.26%
APO B 0.32% -0.35% -0.35%
APP B 0.56% 2.25% 0.56%
BKNG A 0.28% 0.44% 0.28%
CACI D 0.23% 0.48% 0.23%
CCL B 0.31% 0.35% 0.31%
CEIX A 0.29% 0.7% 0.29%
CF B 0.24% 0.37% 0.24%
CHDN B 0.23% -0.18% -0.18%
CHTR C 0.26% -0.48% -0.48%
CINF A 0.25% 0.12% 0.12%
CNA B 0.22% 0.37% 0.22%
COOP B 0.23% -0.07% -0.07%
COR B 0.23% 0.86% 0.23%
CVLT B 0.26% 1.4% 0.26%
DVA B 0.21% 0.78% 0.21%
EME C 0.28% 0.75% 0.28%
EXP A 0.25% 0.48% 0.25%
EXPE B 0.31% 0.61% 0.31%
FCNCA A 0.26% -0.35% -0.35%
FFIV B 0.26% 0.6% 0.26%
FITB A 0.26% 0.78% 0.26%
FN D 0.26% 0.13% 0.13%
FOUR B 0.27% -0.27% -0.27%
FSLR F 0.19% -1.26% -1.26%
FTDR A 0.26% 0.58% 0.26%
FTI A 0.26% 0.74% 0.26%
GDDY A 0.28% 1.42% 0.28%
GOOGL C 0.26% 3.47% 0.26%
HALO F 0.2% 0.9% 0.2%
HSY F 0.2% -0.24% -0.24%
IDCC A 0.31% 1.51% 0.31%
IESC B 0.38% 0.77% 0.38%
JNJ D 0.21% 0.83% 0.21%
JPM A 0.26% 0.64% 0.26%
KNSL B 0.23% -0.2% -0.2%
LNTH D 0.17% 0.0% 0.0%
LPX B 0.26% 0.43% 0.26%
META D 0.24% 3.3% 0.24%
MLI C 0.29% 0.84% 0.29%
MLM B 0.25% -0.13% -0.13%
MPWR F 0.15% 0.3% 0.15%
MWA B 0.27% 0.65% 0.27%
NFLX A 0.28% 0.79% 0.28%
NOG A 0.27% -0.21% -0.21%
NRG B 0.26% 0.71% 0.26%
NTAP C 0.23% 1.0% 0.23%
NTRS A 0.27% 1.08% 0.27%
NVDA C 0.29% 4.61% 0.29%
NVR D 0.22% 0.24% 0.22%
ON D 0.22% -0.39% -0.39%
ORCL B 0.25% 1.33% 0.25%
PGR A 0.23% 0.46% 0.23%
PLTR B 0.37% 1.02% 0.37%
PPC C 0.28% 0.85% 0.28%
PYPL B 0.28% 1.33% 0.28%
QCOM F 0.22% 1.73% 0.22%
RBA A 0.25% -0.12% -0.12%
RGA A 0.24% 0.55% 0.24%
RMD C 0.21% 0.4% 0.21%
RNR C 0.22% -0.15% -0.15%
SCCO F 0.23% 0.41% 0.23%
SLVM B 0.25% 0.5% 0.25%
STRL B 0.33% 0.71% 0.33%
SUM B 0.29% -0.22% -0.22%
SYF B 0.31% 1.11% 0.31%
TEX D 0.23% -0.17% -0.17%
THC D 0.23% 0.78% 0.23%
TMUS B 0.27% 0.7% 0.27%
TOL B 0.23% 0.22% 0.22%
UHS D 0.19% 0.7% 0.19%
UTHR C 0.25% 0.73% 0.25%
VAL D 0.21% -0.27% -0.27%
VRT B 0.32% 0.68% 0.32%
WFC A 0.31% 0.75% 0.31%
XYL D 0.21% -0.23% -0.23%
BFOR Overweight 304 Positions Relative to CLSE
Symbol Grade Weight
LEU C 0.45%
UAL A 0.41%
POWL C 0.4%
AGX B 0.38%
USLM A 0.38%
TPL A 0.37%
AXON A 0.36%
UPWK B 0.34%
PAY B 0.34%
RCL A 0.32%
AAON B 0.32%
PAYO A 0.32%
CORT B 0.32%
RMBS C 0.31%
RJF A 0.31%
IBKR A 0.31%
AIT A 0.3%
PCTY B 0.3%
PAYC B 0.3%
PEGA A 0.3%
DOCS C 0.3%
SFM A 0.3%
TILE B 0.3%
AMP A 0.29%
FLEX A 0.29%
NEWT B 0.29%
FIX A 0.29%
TRGP B 0.29%
SNA A 0.29%
BKR B 0.29%
HLNE B 0.29%
MCB B 0.29%
SKWD A 0.29%
EXEL B 0.29%
UNM A 0.29%
EWBC A 0.29%
LRN A 0.28%
BBW B 0.28%
BL B 0.28%
QCRH A 0.28%
WMB A 0.28%
TXRH C 0.28%
ZM B 0.28%
CRS A 0.28%
FTNT C 0.28%
TGTX B 0.28%
APOG B 0.28%
AX A 0.28%
MTB A 0.28%
CW B 0.27%
PANW C 0.27%
DAKT B 0.27%
IBOC A 0.27%
UTI A 0.27%
ODFL B 0.27%
FAST B 0.27%
MTDR B 0.27%
PFBC B 0.27%
QLYS C 0.27%
BY B 0.27%
CASH A 0.27%
WT B 0.27%
NRP B 0.27%
HWM A 0.27%
ERII D 0.27%
HCKT B 0.27%
USAP B 0.27%
CSWI A 0.27%
FOX A 0.27%
AWI A 0.27%
CPAY A 0.27%
IBCP B 0.26%
WHD B 0.26%
BFC B 0.26%
WABC B 0.26%
MSI B 0.26%
PODD C 0.26%
EA A 0.26%
ITT A 0.26%
HCI C 0.26%
MGY A 0.26%
CMPO A 0.26%
DECK A 0.26%
URI B 0.26%
TDY B 0.26%
CEG D 0.26%
ADSK A 0.26%
LOPE B 0.26%
OZK B 0.26%
CUBI C 0.26%
PEBO A 0.26%
NIC B 0.26%
ATR B 0.26%
ACMR F 0.26%
OKE A 0.26%
ARLP A 0.26%
AMAL B 0.26%
PH A 0.26%
TRN C 0.26%
FULT A 0.26%
OII B 0.26%
CNO A 0.26%
CPRT A 0.26%
G B 0.26%
RL B 0.26%
MLR B 0.26%
ORRF B 0.26%
BR A 0.25%
XOM B 0.25%
DCI B 0.25%
MRO B 0.25%
ANF C 0.25%
TW A 0.25%
PAYX C 0.25%
ISRG A 0.25%
AXP A 0.25%
HUBB B 0.25%
VIRT B 0.25%
REVG B 0.25%
WLDN D 0.25%
YELP C 0.25%
FIZZ C 0.25%
PLMR B 0.25%
ADP B 0.25%
WTS B 0.25%
IPAR B 0.25%
BELFB C 0.25%
SRCE B 0.25%
LAUR A 0.25%
WDAY B 0.25%
CAT B 0.25%
IRMD C 0.25%
FDS B 0.25%
FCF A 0.25%
INGR B 0.25%
MCRI A 0.25%
ADMA B 0.25%
MBWM B 0.25%
DBX B 0.25%
SM B 0.25%
OSBC A 0.25%
AIZ A 0.25%
LKFN B 0.25%
EOG A 0.25%
HES B 0.25%
TCMD A 0.25%
CBT C 0.24%
XPEL C 0.24%
CME A 0.24%
FBP B 0.24%
CTSH B 0.24%
EPD A 0.24%
CMG B 0.24%
FMBH B 0.24%
MANH D 0.24%
DT C 0.24%
FANG D 0.24%
HEI B 0.24%
TBBK B 0.24%
V A 0.24%
BRO B 0.24%
AMPY C 0.24%
FSS B 0.24%
IT C 0.24%
DRI B 0.24%
CTAS B 0.24%
VEEV C 0.24%
PLAB C 0.24%
OSIS B 0.24%
HNI B 0.24%
MOD A 0.24%
MPLX A 0.24%
ET A 0.24%
MA C 0.24%
HWKN B 0.24%
CPRX C 0.24%
GGG B 0.24%
WWD B 0.24%
SIG B 0.24%
CQP B 0.24%
CASY A 0.24%
CSL C 0.24%
DOV A 0.24%
TSCO D 0.23%
SSNC B 0.23%
MSFT F 0.23%
MPC D 0.23%
STBA B 0.23%
DVN F 0.23%
DY D 0.23%
CHWY B 0.23%
MCO B 0.23%
NYT C 0.23%
WEC A 0.23%
NBIX C 0.23%
AFL B 0.23%
OFG B 0.23%
BRC D 0.23%
OTTR C 0.23%
HIG B 0.23%
TJX A 0.23%
VRSN F 0.23%
TGT F 0.23%
NOV C 0.23%
LNN B 0.23%
LII A 0.23%
TRIN A 0.23%
WRB A 0.23%
GL B 0.23%
ZBH C 0.23%
JWN C 0.23%
ADBE C 0.23%
THR B 0.23%
CHD B 0.23%
BMI B 0.23%
COST B 0.23%
SBR B 0.23%
SYK C 0.23%
CWCO C 0.22%
CBOE B 0.22%
HESM B 0.22%
TPH D 0.22%
IBM C 0.22%
WES C 0.22%
SHOO D 0.22%
IMMR C 0.22%
UFPT B 0.22%
MSA D 0.22%
NEU C 0.22%
JKHY D 0.22%
BLDR D 0.22%
SO D 0.22%
EBAY D 0.22%
SPGI C 0.22%
SYY B 0.22%
BURL A 0.22%
KOS F 0.22%
MMM D 0.22%
FDX B 0.22%
AMAT F 0.22%
ROL B 0.22%
ECL D 0.22%
YETI C 0.22%
WFRD D 0.21%
MBIN D 0.21%
SKX D 0.21%
ZTS D 0.21%
VITL D 0.21%
WSM B 0.21%
PHM D 0.21%
HRB D 0.21%
KMB D 0.21%
IBP D 0.21%
TH C 0.21%
EGY D 0.21%
FC F 0.21%
ROST C 0.21%
COKE C 0.21%
MHO D 0.21%
AMPH D 0.21%
HOLX D 0.21%
MEDP D 0.21%
PEP F 0.21%
NSSC D 0.21%
BMRN D 0.21%
VLTO D 0.21%
IPG D 0.21%
DKS C 0.21%
LEN D 0.21%
EG C 0.21%
MOH F 0.2%
HOG D 0.2%
IQV D 0.2%
FCN D 0.2%
CL D 0.2%
YOU D 0.2%
KLAC D 0.2%
BOOT D 0.2%
GRBK D 0.2%
ONTO D 0.2%
ACGL D 0.2%
FMC D 0.2%
DFIN D 0.2%
WMS D 0.2%
HY D 0.2%
PTGX C 0.2%
AKAM D 0.2%
AOS F 0.2%
WING D 0.19%
COLL F 0.19%
DFH D 0.19%
LLY F 0.19%
DHI D 0.19%
INSW F 0.19%
LNW D 0.19%
HRMY D 0.19%
HRTG C 0.18%
SIGA F 0.18%
CRUS D 0.18%
CROX D 0.17%
BLBD D 0.17%
TDW F 0.16%
ASC F 0.15%
REGN F 0.15%
BFOR Underweight 253 Positions Relative to CLSE
Symbol Grade Weight
AVGO D -2.28%
MU D -2.13%
HPE B -1.92%
CVNA B -1.85%
WMT A -1.82%
DOCU A -1.37%
TSLA B -1.22%
JHG A -1.21%
NTNX A -1.16%
HD A -1.13%
BMY B -1.11%
GILD C -1.07%
SNEX B -1.06%
LNG B -0.97%
SEIC B -0.95%
AMRX C -0.9%
BFH B -0.88%
GM B -0.87%
CAH B -0.86%
GVA A -0.84%
CARG C -0.83%
BAC A -0.81%
PRIM A -0.8%
MO A -0.79%
CPNG D -0.77%
CNX A -0.74%
PNC B -0.72%
ABBV D -0.72%
RF A -0.72%
ZION B -0.71%
CMA A -0.71%
GEN B -0.68%
UMBF B -0.66%
MTZ B -0.66%
AVT C -0.66%
BLK C -0.65%
CHRW C -0.61%
TSN B -0.6%
AMG B -0.58%
LDOS C -0.55%
VST B -0.55%
GLW B -0.52%
MET A -0.52%
GOOG C -0.49%
UI A -0.49%
PNW B -0.48%
AVA A -0.47%
UNP C -0.47%
DUOL A -0.45%
PG A -0.45%
CTRE D -0.42%
JXN C -0.39%
SR A -0.38%
R B -0.38%
SPG B -0.37%
GRMN B -0.37%
OUT A -0.36%
EQR B -0.35%
CDP C -0.34%
RGLD C -0.32%
CNC D -0.31%
PTON B -0.31%
LAMR D -0.31%
J F -0.31%
CVS D -0.29%
VLO C -0.29%
T A -0.29%
MDT D -0.29%
IIPR D -0.28%
VRTX F -0.23%
MATX C -0.22%
NEM D -0.22%
EEFT B -0.22%
FLR B -0.21%
JLL D -0.2%
MUSA A -0.2%
ABM B -0.19%
BAH F -0.18%
KR B -0.17%
NTRA B -0.17%
BOX B -0.17%
JAZZ B -0.16%
FOXA B -0.14%
EXPD D -0.14%
PRU A -0.13%
VCTR B -0.12%
VCYT B -0.12%
CDE D -0.11%
ILMN D -0.1%
AEIS B -0.07%
INCY C -0.07%
HQY B -0.07%
QQQ B -0.0%
LRCX F -0.0%
PENN C --0.05%
KNX B --0.06%
HGV B --0.06%
HUN F --0.07%
EXAS D --0.07%
RYN D --0.07%
CCS D --0.07%
BC C --0.08%
JOE F --0.08%
AES F --0.08%
FLYW C --0.08%
GNTX C --0.09%
JBLU F --0.09%
NSC B --0.1%
MCW B --0.1%
ABG B --0.1%
ATO A --0.1%
ACVA B --0.11%
ENPH F --0.11%
CGON F --0.11%
EL F --0.12%
FL F --0.12%
PCH D --0.12%
DLR B --0.13%
EXR D --0.13%
STLD B --0.13%
AVAV D --0.13%
ALIT C --0.13%
VMC B --0.13%
BPOP B --0.14%
PYCR C --0.14%
DAY B --0.14%
REXR F --0.14%
ARWR F --0.14%
MKL A --0.14%
AA B --0.14%
EQIX A --0.14%
CZR F --0.15%
COLD D --0.15%
GTLS B --0.15%
CRL C --0.15%
DRVN B --0.15%
NARI C --0.16%
FIVN C --0.16%
BHF B --0.16%
XPO B --0.16%
OSK B --0.16%
LGIH D --0.16%
DAR C --0.16%
ALB C --0.16%
UHAL D --0.16%
AGO B --0.16%
EW C --0.16%
SITE D --0.16%
SW A --0.17%
TREX C --0.17%
MDGL B --0.17%
LKQ D --0.17%
MASI A --0.17%
AJG B --0.17%
KRG B --0.17%
ENOV C --0.18%
UEC B --0.18%
EBC B --0.18%
AGCO D --0.18%
COTY F --0.18%
AL B --0.18%
CNH C --0.18%
BRKR D --0.18%
C A --0.19%
WAL B --0.19%
AIR B --0.19%
SRE A --0.2%
GATX A --0.2%
BIRK D --0.2%
BE B --0.21%
AESI B --0.21%
WTM A --0.21%
PRCT B --0.22%
BANC A --0.22%
MTN C --0.22%
SAIA B --0.22%
EQT B --0.23%
PSA D --0.23%
WTRG B --0.24%
ELF C --0.24%
IONS F --0.24%
GPOR B --0.24%
CELH F --0.24%
DELL C --0.25%
LW C --0.25%
KEY B --0.25%
BILL A --0.26%
NEOG F --0.26%
AUR C --0.26%
AWK D --0.26%
STNE F --0.27%
TEAM A --0.27%
MSCI C --0.27%
PTEN C --0.27%
MNST C --0.28%
SOFI A --0.28%
ESTC C --0.29%
MDB C --0.29%
XP F --0.29%
MKTX D --0.29%
CYTK F --0.3%
LYV A --0.3%
NDAQ A --0.3%
APLS D --0.3%
APTV D --0.32%
GTLB B --0.32%
VVV F --0.33%
CCOI B --0.33%
LPLA A --0.34%
ZBRA B --0.34%
ABNB C --0.34%
INSP D --0.34%
AFRM B --0.35%
CACC D --0.36%
COHR B --0.36%
BBIO F --0.36%
ZI D --0.36%
BEN C --0.36%
DG F --0.4%
SATS D --0.4%
BA F --0.4%
RBLX C --0.41%
DLTR F --0.41%
PINS D --0.41%
U C --0.41%
RIVN F --0.42%
TTWO A --0.43%
WBD C --0.43%
SNPS B --0.44%
ALGM D --0.45%
DV C --0.45%
CGNX C --0.45%
GE D --0.46%
CDNS B --0.46%
MRNA F --0.47%
SMCI F --0.47%
RH B --0.47%
CFLT B --0.47%
CSCO B --0.52%
FND C --0.53%
BRZE C --0.56%
FIVE F --0.56%
NWS B --0.57%
WST C --0.59%
LITE B --0.6%
POOL C --0.61%
MCHP D --0.63%
DXCM D --0.63%
WDC D --0.65%
LSCC D --0.7%
ROP B --0.7%
TXN C --0.81%
INTC D --0.93%
Compare ETFs