VMAX vs. CLSE ETF Comparison
Comparison of Hartford US Value ETF (VMAX) to Convergence Long/Short Equity ETF (CLSE)
VMAX
Hartford US Value ETF
VMAX Description
The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.
Grade (RS Rating)
Last Trade
$50.95
Average Daily Volume
61
Number of Holdings
*
148
* 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
$23.61
Average Daily Volume
63,574
Number of Holdings
*
337
* may have additional holdings in another (foreign) market
Performance
| Period | VMAX | CLSE |
|---|---|---|
| 30 Days | 2.02% | 4.15% |
| 60 Days | 6.42% | 9.66% |
| 90 Days | 7.10% | 10.02% |
| 12 Months | 40.83% |
52 Overlapping Holdings
| Symbol | Grade | Weight in VMAX | Weight in CLSE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.34% | 1.12% | 0.34% | |
| AVT | C | 0.7% | 0.7% | 0.7% | |
| BAC | A | 1.28% | 0.78% | 0.78% | |
| BKNG | A | 0.05% | 0.37% | 0.05% | |
| BPOP | C | 0.31% | -0.14% | -0.14% | |
| C | B | 1.87% | -0.17% | -0.17% | |
| CINF | A | 0.99% | 0.12% | 0.12% | |
| CVS | F | 1.87% | 0.29% | 0.29% | |
| DELL | C | 0.79% | -0.55% | -0.55% | |
| EQIX | B | 0.48% | -0.12% | -0.12% | |
| FCNCA | B | 0.04% | -0.27% | -0.27% | |
| FITB | A | 0.81% | 0.75% | 0.75% | |
| GILD | B | 0.9% | 1.11% | 0.9% | |
| GOOGL | C | 1.21% | 3.45% | 1.21% | |
| HD | B | 0.32% | 1.12% | 0.32% | |
| HPE | B | 0.97% | 1.96% | 0.97% | |
| IBM | D | 0.06% | 0.62% | 0.06% | |
| JHG | A | 1.02% | 1.16% | 1.02% | |
| JNJ | D | 0.99% | 0.84% | 0.84% | |
| JPM | A | 1.32% | 0.62% | 0.62% | |
| JXN | C | 1.02% | 0.62% | 0.62% | |
| KR | A | 1.18% | 0.17% | 0.17% | |
| LAMR | D | 1.19% | 0.31% | 0.31% | |
| LNTH | F | 0.3% | 0.05% | 0.05% | |
| META | B | 1.43% | 3.33% | 1.43% | |
| MKL | A | 0.24% | -0.13% | -0.13% | |
| MLI | B | 0.41% | 0.87% | 0.41% | |
| MO | A | 0.63% | 0.76% | 0.63% | |
| MPC | D | 1.28% | 0.45% | 0.45% | |
| MRK | F | 0.25% | 0.15% | 0.15% | |
| MSCI | B | 0.19% | -0.26% | -0.26% | |
| NRG | C | 1.56% | 0.74% | 0.74% | |
| NTAP | D | 0.43% | 1.21% | 0.43% | |
| NVDA | A | 0.96% | 4.52% | 0.96% | |
| PGR | A | 0.09% | 0.46% | 0.09% | |
| PNC | B | 1.3% | 0.67% | 0.67% | |
| PRU | B | 0.39% | 0.12% | 0.12% | |
| PYPL | A | 1.02% | 1.14% | 1.02% | |
| QCOM | F | 0.72% | 1.78% | 0.72% | |
| R | B | 0.37% | 0.37% | 0.37% | |
| RF | A | 1.05% | 0.67% | 0.67% | |
| SO | D | 0.85% | 0.0% | 0.0% | |
| SPG | A | 0.49% | 0.37% | 0.37% | |
| SW | B | 0.49% | -0.18% | -0.18% | |
| SYF | B | 1.37% | 1.08% | 1.08% | |
| T | A | 1.44% | 0.53% | 0.53% | |
| TEX | D | 0.56% | -0.19% | -0.19% | |
| TMUS | A | 0.42% | 0.56% | 0.42% | |
| VLO | C | 1.39% | 0.47% | 0.47% | |
| WFC | A | 1.69% | 0.72% | 0.72% | |
| WMT | A | 0.67% | 1.81% | 0.67% | |
| XOM | B | 0.91% | 0.56% | 0.56% |
VMAX Overweight 96 Positions Relative to CLSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | B | 1.96% | |
| MTB | A | 1.84% | |
| EOG | A | 1.83% | |
| LNC | B | 1.6% | |
| STLD | C | 1.57% | |
| USB | B | 1.38% | |
| MA | B | 1.33% | |
| STT | B | 1.31% | |
| BBY | C | 1.29% | |
| GAP | B | 1.23% | |
| BK | B | 1.21% | |
| MCO | C | 1.21% | |
| TGT | C | 1.18% | |
| NFG | D | 1.14% | |
| FDX | B | 1.13% | |
| TROW | A | 1.09% | |
| VZ | D | 1.08% | |
| ELV | F | 1.05% | |
| BCC | B | 1.04% | |
| ETR | B | 0.95% | |
| APA | F | 0.95% | |
| BLDR | C | 0.93% | |
| DUK | D | 0.92% | |
| BRK.A | B | 0.91% | |
| SHW | A | 0.87% | |
| IRM | D | 0.86% | |
| COP | C | 0.84% | |
| UNH | B | 0.8% | |
| DVN | F | 0.78% | |
| VICI | D | 0.77% | |
| OGN | F | 0.76% | |
| HCA | D | 0.75% | |
| CAT | B | 0.74% | |
| CVX | A | 0.74% | |
| CB | C | 0.71% | |
| HBAN | A | 0.69% | |
| RS | C | 0.68% | |
| NEE | D | 0.68% | |
| ACI | C | 0.68% | |
| AMT | F | 0.67% | |
| HUM | D | 0.66% | |
| V | A | 0.65% | |
| CHRD | D | 0.65% | |
| COF | B | 0.62% | |
| MTG | C | 0.58% | |
| CMC | B | 0.58% | |
| LOW | B | 0.56% | |
| MGY | B | 0.5% | |
| CBT | C | 0.49% | |
| CTAS | B | 0.47% | |
| GS | B | 0.47% | |
| ITW | B | 0.45% | |
| GWW | B | 0.44% | |
| PSX | C | 0.44% | |
| RHI | B | 0.38% | |
| AXS | A | 0.35% | |
| UNM | A | 0.34% | |
| AXP | B | 0.32% | |
| DTE | D | 0.3% | |
| RDN | C | 0.3% | |
| NUE | D | 0.29% | |
| SBAC | D | 0.28% | |
| JKHY | C | 0.28% | |
| CSCO | A | 0.26% | |
| OZK | B | 0.24% | |
| PHM | D | 0.23% | |
| UFPI | B | 0.22% | |
| DINO | D | 0.21% | |
| CFG | B | 0.21% | |
| CRBG | C | 0.2% | |
| M | C | 0.19% | |
| TJX | A | 0.19% | |
| LLY | F | 0.18% | |
| NXPI | F | 0.17% | |
| XEL | A | 0.17% | |
| AMAT | F | 0.16% | |
| CMI | A | 0.14% | |
| CTSH | A | 0.14% | |
| CMCSA | B | 0.13% | |
| WY | F | 0.12% | |
| MS | A | 0.12% | |
| COLB | A | 0.11% | |
| EXC | C | 0.11% | |
| DKS | D | 0.11% | |
| HRB | D | 0.11% | |
| ESNT | D | 0.1% | |
| AEP | D | 0.08% | |
| WFRD | F | 0.06% | |
| EG | D | 0.05% | |
| FHN | A | 0.05% | |
| CHX | C | 0.04% | |
| CCI | F | 0.04% | |
| FANG | C | 0.03% | |
| SM | C | 0.02% | |
| OVV | C | 0.02% | |
| WSM | F | 0.01% |
VMAX Underweight 285 Positions Relative to CLSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -2.93% | |
| AVGO | C | -2.43% | |
| AMZN | A | -2.42% | |
| MU | D | -2.37% | |
| ANET | C | -1.92% | |
| CVNA | B | -1.88% | |
| IDCC | B | -1.51% | |
| ACIW | B | -1.49% | |
| CVLT | B | -1.49% | |
| GDDY | B | -1.41% | |
| DOCU | B | -1.34% | |
| ORCL | A | -1.33% | |
| BMY | B | -1.28% | |
| NTNX | B | -1.13% | |
| NTRS | A | -1.06% | |
| SNEX | B | -1.06% | |
| TSLA | B | -1.04% | |
| ABBV | F | -1.03% | |
| HALO | C | -1.0% | |
| LNG | B | -0.93% | |
| BFH | B | -0.91% | |
| PLTR | B | -0.9% | |
| AMG | B | -0.9% | |
| PPC | C | -0.9% | |
| SEIC | A | -0.89% | |
| AMRX | B | -0.87% | |
| GVA | B | -0.84% | |
| IESC | B | -0.82% | |
| PRIM | B | -0.82% | |
| GM | B | -0.82% | |
| CARG | B | -0.79% | |
| THC | B | -0.78% | |
| CAH | B | -0.76% | |
| EME | B | -0.76% | |
| NFLX | A | -0.75% | |
| DVA | C | -0.75% | |
| COR | B | -0.75% | |
| STRL | B | -0.74% | |
| CPNG | B | -0.73% | |
| ALNY | D | -0.71% | |
| UHS | D | -0.71% | |
| CEIX | B | -0.71% | |
| VRT | B | -0.7% | |
| MWA | B | -0.68% | |
| ZION | B | -0.68% | |
| MTZ | B | -0.67% | |
| APH | B | -0.67% | |
| ALSN | B | -0.66% | |
| UMBF | B | -0.65% | |
| LDOS | C | -0.64% | |
| MPWR | F | -0.62% | |
| FTDR | B | -0.61% | |
| EXPE | B | -0.6% | |
| YOU | D | -0.6% | |
| FTI | B | -0.59% | |
| FLR | C | -0.58% | |
| CHRW | A | -0.58% | |
| SLVM | C | -0.57% | |
| TSN | B | -0.55% | |
| CACI | C | -0.55% | |
| UNP | D | -0.53% | |
| RGA | A | -0.53% | |
| VST | B | -0.52% | |
| MET | C | -0.51% | |
| GOOG | C | -0.49% | |
| EXP | B | -0.48% | |
| PNW | A | -0.48% | |
| AVA | C | -0.46% | |
| ALL | B | -0.45% | |
| CNA | C | -0.44% | |
| GLW | B | -0.44% | |
| FFIV | B | -0.44% | |
| PG | C | -0.44% | |
| SCCO | F | -0.43% | |
| RMD | C | -0.43% | |
| PM | B | -0.42% | |
| LPX | A | -0.42% | |
| CTRE | C | -0.42% | |
| UI | B | -0.38% | |
| CF | B | -0.36% | |
| SR | C | -0.36% | |
| J | D | -0.35% | |
| DUOL | A | -0.34% | |
| OUT | B | -0.34% | |
| PTON | C | -0.34% | |
| RGLD | C | -0.34% | |
| CCL | B | -0.34% | |
| EQR | C | -0.34% | |
| NEM | F | -0.32% | |
| CNC | F | -0.31% | |
| MDT | D | -0.3% | |
| IIPR | F | -0.29% | |
| ATGE | C | -0.29% | |
| IBP | F | -0.26% | |
| NVR | D | -0.25% | |
| TOL | B | -0.23% | |
| MATX | B | -0.22% | |
| EEFT | C | -0.22% | |
| JLL | C | -0.2% | |
| MUSA | B | -0.2% | |
| ABM | B | -0.19% | |
| BAH | C | -0.17% | |
| SQ | B | -0.15% | |
| NSA | D | -0.15% | |
| FN | C | -0.14% | |
| EXPD | C | -0.14% | |
| GRMN | A | -0.13% | |
| VCYT | B | -0.12% | |
| SEE | C | -0.11% | |
| ANF | C | -0.11% | |
| NTRA | B | -0.1% | |
| ILMN | C | -0.1% | |
| UTHR | B | -0.08% | |
| AEIS | B | -0.07% | |
| INCY | B | -0.07% | |
| HQY | B | -0.07% | |
| QQQ | A | -0.0% | |
| LRCX | F | -0.0% | |
| PATK | C | -0.0% | |
| HGV | B | --0.06% | |
| EXAS | F | --0.07% | |
| RYN | F | --0.07% | |
| CCS | F | --0.07% | |
| HUN | F | --0.08% | |
| AES | F | --0.08% | |
| VMC | B | --0.08% | |
| FLYW | B | --0.08% | |
| GNTX | C | --0.09% | |
| BC | D | --0.09% | |
| JOE | F | --0.09% | |
| FL | F | --0.09% | |
| APD | B | --0.1% | |
| ABG | B | --0.1% | |
| REXR | F | --0.1% | |
| PENN | B | --0.1% | |
| NSC | B | --0.11% | |
| MCW | C | --0.11% | |
| DLR | C | --0.11% | |
| ALIT | C | --0.12% | |
| EL | F | --0.12% | |
| ENPH | F | --0.12% | |
| PCH | F | --0.12% | |
| ACVA | B | --0.12% | |
| BECN | B | --0.13% | |
| PYCR | B | --0.14% | |
| AGO | B | --0.14% | |
| EXR | D | --0.14% | |
| MLM | B | --0.14% | |
| CC | C | --0.15% | |
| AA | C | --0.15% | |
| JBLU | C | --0.15% | |
| AGCO | F | --0.15% | |
| DAY | B | --0.15% | |
| GTLS | B | --0.15% | |
| AVAV | C | --0.15% | |
| DRVN | A | --0.15% | |
| MTN | C | --0.16% | |
| CZR | F | --0.16% | |
| CRL | C | --0.16% | |
| OSK | B | --0.16% | |
| TREX | C | --0.16% | |
| BHF | B | --0.16% | |
| COTY | D | --0.16% | |
| DAR | B | --0.16% | |
| CNH | D | --0.16% | |
| NXST | C | --0.16% | |
| COLD | F | --0.16% | |
| LGIH | F | --0.16% | |
| ALB | C | --0.16% | |
| EW | F | --0.16% | |
| RNR | D | --0.16% | |
| RBA | B | --0.17% | |
| AL | B | --0.17% | |
| UHAL | D | --0.17% | |
| LKQ | C | --0.17% | |
| NARI | C | --0.17% | |
| KRG | B | --0.17% | |
| AJG | A | --0.17% | |
| KNSL | C | --0.17% | |
| SITE | D | --0.17% | |
| XPO | B | --0.17% | |
| BIRK | F | --0.17% | |
| AIR | B | --0.18% | |
| EBC | B | --0.18% | |
| MASI | B | --0.18% | |
| MDGL | C | --0.19% | |
| XYL | F | --0.19% | |
| CHDN | B | --0.19% | |
| ENOV | C | --0.19% | |
| WAL | B | --0.19% | |
| BRKR | F | --0.19% | |
| PRCT | C | --0.19% | |
| TTD | B | --0.19% | |
| GATX | B | --0.2% | |
| WTM | A | --0.2% | |
| CGON | D | --0.2% | |
| UEC | C | --0.2% | |
| BE | B | --0.21% | |
| SRE | B | --0.21% | |
| ATO | B | --0.21% | |
| SAIA | B | --0.22% | |
| EQT | B | --0.22% | |
| AESI | F | --0.22% | |
| HSY | F | --0.23% | |
| GPOR | B | --0.23% | |
| NOG | B | --0.23% | |
| BANC | B | --0.23% | |
| ARWR | C | --0.24% | |
| SUM | B | --0.24% | |
| VAL | D | --0.24% | |
| ELF | C | --0.24% | |
| PSA | D | --0.24% | |
| KEY | B | --0.25% | |
| LYV | A | --0.25% | |
| LW | B | --0.26% | |
| TEAM | B | --0.26% | |
| CELH | F | --0.26% | |
| WTRG | C | --0.26% | |
| ABNB | C | --0.27% | |
| AUR | D | --0.27% | |
| PTEN | C | --0.27% | |
| SOFI | B | --0.27% | |
| AWK | D | --0.27% | |
| PINS | F | --0.28% | |
| MNST | B | --0.28% | |
| FOUR | B | --0.28% | |
| NEOG | D | --0.29% | |
| BILL | B | --0.29% | |
| ESTC | C | --0.29% | |
| GT | C | --0.29% | |
| MKTX | C | --0.3% | |
| XP | F | --0.3% | |
| NDAQ | B | --0.3% | |
| MDB | C | --0.3% | |
| STNE | F | --0.31% | |
| BEN | C | --0.31% | |
| AFRM | B | --0.31% | |
| APLS | F | --0.31% | |
| GTLB | B | --0.32% | |
| LPLA | A | --0.34% | |
| VVV | B | --0.34% | |
| COHR | C | --0.34% | |
| CACC | D | --0.34% | |
| ZBRA | B | --0.35% | |
| APO | B | --0.35% | |
| CCOI | C | --0.36% | |
| DG | F | --0.36% | |
| ALGM | F | --0.36% | |
| INSP | F | --0.37% | |
| BA | F | --0.37% | |
| DLTR | F | --0.38% | |
| WBD | B | --0.39% | |
| PATH | C | --0.39% | |
| BBIO | F | --0.4% | |
| RIVN | F | --0.41% | |
| ON | F | --0.41% | |
| CYTK | C | --0.44% | |
| U | F | --0.45% | |
| MRNA | F | --0.46% | |
| NWS | B | --0.47% | |
| MCHP | F | --0.48% | |
| GE | D | --0.48% | |
| SATS | D | --0.48% | |
| CGNX | C | --0.48% | |
| RH | C | --0.49% | |
| DV | C | --0.49% | |
| RBLX | B | --0.5% | |
| TTWO | A | --0.5% | |
| ADBE | C | --0.51% | |
| FIVE | F | --0.51% | |
| FND | F | --0.52% | |
| CFLT | B | --0.52% | |
| ZI | C | --0.54% | |
| BRZE | C | --0.54% | |
| WST | B | --0.57% | |
| FIVN | C | --0.58% | |
| DXCM | C | --0.58% | |
| POOL | D | --0.58% | |
| SMCI | F | --0.59% | |
| WDC | D | --0.73% | |
| LSCC | D | --0.76% | |
| TXN | B | --0.87% | |
| LITE | B | --0.88% | |
| INTC | C | --0.99% | |
| FSLR | F | --1.21% |
VMAX: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Asset Management
Credit Services
Utilities - Regulated Electric
Insurance - Property & Casualty
Telecom Services
Banks - Global
Capital Markets
Drug Manufacturers - Major
Health Care Plans
Oil & Gas Refining & Marketing
REIT - Diversified
Steel
Business Services
Insurance - Life
Lumber & Wood Production
Semiconductors
Specialty Retail
Apparel Stores
Keywords:
S&P 500
Bank
Nasdaq 100
Banking
Natural Gas
Dow Jones Component
Insurance
Building Materials
Cash Management
Computing
Insurance Products
Investment Bank
Commercial Banking
Electricity
Financial Products
Investment Management
Petroleum Industry
Commercial Bank
Mobile Devices
Natural Gas Liquids
CLSE: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Banks - Regional - US
Semiconductors
Building Materials
Diagnostics & Research
Engineering & Construction
Software - Infrastructure
Asset Management
Insurance - Property & Casualty
Information Technology Services
Internet Content & Information
REIT - Industrial
Business Services
Capital Markets
Credit Services
Drug Manufacturers - Major
Leisure
Medical Devices
Specialty Retail
Compare ETFs
