Clough Select Equity ETF (CBSE) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CBSE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CBSE
CBSE charges 0.85% annually. There are 133 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | CBSE vs SCHV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | CBSE vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | CBSE vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | CBSE vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | CBSE vs VTV |
Best Risk-Adjusted Alternatives to CBSE
CBSE has a PortfoliosLab risk / return rank of 55. There are 92 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | CBSE vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | CBSE vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | CBSE vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | CBSE vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | CBSE vs LSVD |
Top Performing CBSE Alternatives (YTD)
CBSE is at 27.35% YTD. There is 1 ETF in the Large Cap Value Equities category with a higher YTD return, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | CBSE vs VLUE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | CBSE vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | CBSE vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | CBSE vs ROE | |
| John Hancock U.S. High Dividend ETF | 17.56% | 12.24M | Sep 2022 | CBSE vs JHDV |
Lowest Volatility Alternatives to CBSE
CBSE has 24.97% 1-year volatility. There are 137 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | CBSE vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | CBSE vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | CBSE vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | CBSE vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | CBSE vs DTD |
Lowest Drawdown Alternatives to CBSE
CBSE has a 1-year max drawdown of -13.57%. There are 118 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | CBSE vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | CBSE vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | CBSE vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | CBSE vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | CBSE vs ELCV |
Often Compared With CBSE
Investors most often compare CBSE with MMSC, QQQ, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare CBSE with Any Fund or Stock
Compare CBSE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CBSE with funds that move differently
Clough Select Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CBSE.
Explore CBSE Diversifiers