CLSM vs. AAAA
CLSM (ETC Cabana Target Leading Sector Moderate ETF) and AAAA (Amplius Aggressive Asset Allocation ETF) are both exchange-traded funds - CLSM is a Tactical Allocation fund tracking the Actively Managed, while AAAA is a Diversified Portfolio fund actively managed by Amplius. CLSM is passively managed, while AAAA is actively managed. Over the past year, CLSM returned 23.29% vs 21.67% for AAAA. Their correlation of 0.91 means they have usually moved in the same direction. CLSM charges 0.82%/yr vs 0.49%/yr for AAAA.
Performance
CLSM vs. AAAA - Performance Comparison
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Returns By Period
In the year-to-date period, CLSM achieves a 13.76% return, which is significantly higher than AAAA's 10.46% return.
CLSM
- 1D
- -0.06%
- 1M
- -2.10%
- 6M
- 10.80%
- YTD
- 13.76%
- 1Y
- 23.29%
- 3Y*
- 10.82%
- 5Y*
- 2.98%
- 10Y*
- —
- ALL TIME*
- 2.85%
AAAA
- 1D
- 0.49%
- 1M
- -0.51%
- 6M
- 8.52%
- YTD
- 10.46%
- 1Y
- 21.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $412.45K | $297.74K | $187.39K | |
| $170.87K | $557.41K | $324.92K |
CLSM vs. AAAA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CLSM ETC Cabana Target Leading Sector Moderate ETF | 13.76% | 8.12% |
AAAA Amplius Aggressive Asset Allocation ETF | 10.46% | 10.11% |
Correlation
The correlation between CLSM and AAAA is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2025 | 0.91 |
The correlation between CLSM and AAAA has been stable across timeframes, ranging from 0.91 to 0.91 - a consistent structural relationship.
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Return for Risk
CLSM vs. AAAA — Risk / Return Rank
CLSM
AAAA
CLSM vs. AAAA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ETC Cabana Target Leading Sector Moderate ETF (CLSM) and Amplius Aggressive Asset Allocation ETF (AAAA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CLSM | AAAA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 2.54 | +0.07 |
| Martin ratioReturn relative to average drawdown | 8.32 | 10.55 | -2.23 |
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Drawdowns
CLSM vs. AAAA - Drawdown Comparison
The maximum CLSM drawdown since its inception was -27.77%, which is greater than AAAA's maximum drawdown of -7.83%. Use the drawdown chart below to compare losses from any high point for CLSM and AAAA.
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Drawdown Indicators
| CLSM | AAAA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.77% | -7.83% | -19.94% |
Max Drawdown (1Y)Largest decline over 1 year | -8.50% | -7.83% | -0.67% |
Max Drawdown (3Y)Largest decline over 3 years | -14.60% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.77% | — | — |
Current DrawdownCurrent decline from peak | -5.91% | -2.26% | -3.65% |
Average DrawdownAverage peak-to-trough decline | -16.09% | -1.14% | -14.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 1.89% | +0.77% |
Volatility
CLSM vs. AAAA - Volatility Comparison
ETC Cabana Target Leading Sector Moderate ETF (CLSM) has a higher volatility of 4.38% compared to Amplius Aggressive Asset Allocation ETF (AAAA) at 3.32%. This indicates that CLSM's price experiences larger fluctuations and is considered to be riskier than AAAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLSM | AAAA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 3.32% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 12.63% | 9.84% | +2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 11.98% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.75% | 11.76% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.75% | 11.76% | +0.99% |
CLSM vs. AAAA - Expense Ratio Comparison
CLSM has a 0.82% expense ratio, which is higher than AAAA's 0.49% expense ratio.
Dividends
CLSM vs. AAAA - Dividend Comparison
CLSM's dividend yield for the trailing twelve months is around 0.79%, less than AAAA's 1.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 1.30% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% |
CLSM ETC Cabana Target Leading Sector Moderate ETF | 0.79% | 0.90% | 2.13% | 2.58% | 3.17% | 0.59% |
Frequently Asked Questions
With a correlation of 0.91, CLSM and AAAA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CLSM has higher volatility (4.38%) compared to AAAA (3.32%). In terms of maximum drawdown, CLSM dropped -27.77% vs AAAA's -7.83%.
On 1-year performance, CLSM leads with 23.29% vs 21.67% for AAAA. On fees, AAAA is cheaper at 0.49% per year. On volatility, AAAA has been the lower-risk option at 3.32%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, CLSM has performed better with a 23.29% return vs 21.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AAAA is cheaper with a 0.49% expense ratio, compared with 0.82% for CLSM.
AAAA has the higher dividend yield at 1.30%, compared with 0.79% for CLSM.
CLSM is categorized as Tactical Allocation, while AAAA is Diversified Portfolio. They also come from different issuers: Cabana and Amplius. Their fees differ too: 0.82% for CLSM and 0.49% for AAAA.
AAAA currently has the higher Sharpe Ratio (1.66 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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