CBLS vs EMOT
Clough Hedged Equity ETF against First Trust S&P 500 Economic Moat ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
16%
8 shared positions
Fee gap
129 bp
EMOT is cheaper
1-year return gap
0.7 pts
EMOT is ahead
Larger fund
CBLS
$58M
Side by side
| CBLS | EMOT | |
|---|---|---|
| Fund | Clough Hedged Equity ETF | First Trust S&P 500 Economic Moat ETF |
| Issuer | Clough | First Trust |
| Category | Hedged Equity | Quality |
| Expense ratio | 1.89% | 0.60% |
| Assets | $58M | $2.6M |
| Average daily dollar volume | $55K | $32K |
| Listed | Nov 12, 2020 | Jun 26, 2024 |
| FrenzyCap score | 19 | 23 |
| 1-month return | +3.2% | +1.3% |
| 3-month return | −1.2% | −1.5% |
| Year to date | +15.9% | +10.6% |
| 1-year return | +9.4% | +10.2% |
| 30-day volatility | 14.8% | 10.5% |
| Worst drawdown, 1 year | −13.0% | −9.5% |
| Trailing 12-month yield | 0.78% | 1.05% |
| Holdings | 68 | 50 |
| Top 10 weight | 29.6% | 23.3% |
| Look-through P/E | 26.3 | 22.7 |
| Holdings vs fair value | +5.6% | +5.8% |
| Holdings above 200-day average | 76% | 55% |
| Net flow, latest 3 reported months | +$5.2M thru Jul 2026 | −$14K thru Jun 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Jul 31, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
18% of CBLS · 16% of EMOT
Sector mix of the stock holdings
| Sector | CBLS | EMOT | Gap |
|---|---|---|---|
| Technology | 33.2% | 34.6% | −1.4% |
| Consumer Discretionary | 21.3% | 21.5% | −0.2% |
| Industrials | 5.3% | 14.6% | −9.2% |
| Consumer Staples | 5.2% | 9.5% | −4.4% |
| Health Care | 2.6% | 9.5% | −6.8% |
| Materials | 5.9% | 5.9% | −0.1% |
| Financials | 7.1% | 4.4% | +2.7% |
| Utilities | 8.7% | 0.0% | +8.7% |
| Energy | 7.8% | 0.0% | +7.8% |
More: full overlap table · CBLS holdings · EMOT holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.