CBLS vs RFFC
Clough Hedged Equity ETF against ALPS Active Equity Opportunity ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
18%
10 shared positions
Fee gap
141 bp
RFFC is cheaper
1-year return gap
10.1 pts
RFFC is ahead
Larger fund
CBLS
$58M
Side by side
| CBLS | RFFC | |
|---|---|---|
| Fund | Clough Hedged Equity ETF | ALPS Active Equity Opportunity ETF |
| Issuer | Clough | ALPS |
| Category | Hedged Equity | Large Cap Blend |
| Expense ratio | 1.89% | 0.48% |
| Assets | $58M | $31M |
| Average daily dollar volume | $55K | $114K |
| Listed | Nov 12, 2020 | Jun 6, 2016 |
| FrenzyCap score | 19 | 33 |
| 1-month return | +3.2% | +2.0% |
| 3-month return | −1.2% | +3.5% |
| Year to date | +15.9% | +15.6% |
| 1-year return | +9.4% | +19.6% |
| 30-day volatility | 14.8% | 9.6% |
| Worst drawdown, 1 year | −13.0% | −9.4% |
| Trailing 12-month yield | 0.78% | 0.63% |
| Holdings | 68 | 61 |
| Top 10 weight | 29.6% | 39.8% |
| Look-through P/E | 26.3 | 27.8 |
| Holdings vs fair value | +5.6% | +1.9% |
| Holdings above 200-day average | 76% | 73% |
| Net flow, latest 3 reported months | +$5.2M thru Jul 2026 | $0 thru May 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Jul 31, 2026SEC filing | as of May 31, 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
25% of CBLS · 23% of RFFC
Sector mix of the stock holdings
| Sector | CBLS | RFFC | Gap |
|---|---|---|---|
| Technology | 33.2% | 38.3% | −5.1% |
| Consumer Discretionary | 21.3% | 12.4% | +8.8% |
| Industrials | 5.3% | 15.5% | −10.2% |
| Financials | 7.1% | 8.4% | −1.3% |
| Health Care | 2.6% | 10.4% | −7.8% |
| Utilities | 8.7% | 3.6% | +5.1% |
| Energy | 7.8% | 3.1% | +4.7% |
| Materials | 5.9% | 2.2% | +3.6% |
| Consumer Staples | 5.2% | 0.0% | +5.2% |
| Real Estate | 0.0% | 2.0% | −2.0% |
More: full overlap table · CBLS holdings · RFFC 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.