BBMC vs CLOA
Comparison between JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF) and BlackRock AAA CLO ETF (CLOA, ETF).
BBMC vs CLOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBMC
$2.10B
Winner
CLOA
$2.20B
Expense Ratio
Winner
BBMC
0.07%
CLOA
0.20%
Max Drawdown
BBMC
30.54%
Winner
CLOA
2.02%
Sharpe Ratio
BBMC
1.54
Winner
CLOA
1.91
5Y Beta
BBMC
1.04
Winner
CLOA
0.04
P/E Ratio
BBMC
34.04
CLOA
N/A
Forward P/E
BBMC
17.60
CLOA
N/A
5Y Dividends CAGR
BBMC
20.05%
CLOA
N/A
5Y EPS CAGR
BBMC
10.92%
CLOA
N/A
Debt to Equity
BBMC
30.99%
CLOA
N/A
P/S Ratio
BBMC
1.75
CLOA
N/A
P/B Ratio
BBMC
2.83
CLOA
N/A
BBMC vs CLOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBMC
+4.12%
CLOA
+0.32%
3M
Winner
BBMC
+16.03%
CLOA
+1.53%
6M
Winner
BBMC
+16.20%
CLOA
+2.54%
1Y
Winner
BBMC
+32.62%
CLOA
+5.12%
5Y(CAGR)
BBMC
+8.15%
CLOA
N/A
Max(CAGR)
Winner
BBMC
+17.86%
CLOA
+6.80%
BBMC vs CLOA - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BBMC | CLOA |
|---|---|---|
| 2026 | +15.99% | +2.10% |
| 2025 | +12.44% | +5.44% |
| 2024 | +15.88% | +7.23% |
| 2023 | +19.07% | +8.37% |
| 2022 | -20.05% | N/A |
| 2021 | +19.73% | N/A |
| 2020 | +61.97% | N/A |
BBMC vs CLOA Drawdown Comparison
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The maximum drawdown for CLOA was -1.34%, occurring on Mar 22, 2023. Recovery took 38 trading sessions.
| Rank | BBMC | CLOA |
|---|---|---|
| #1 | -30.12% Nov 8, 2021 - Sep 19, 2024 | -1.34% Feb 22, 2023 - Apr 18, 2023 |
| #2 | -24.18% Nov 25, 2024 - Aug 28, 2025 | -1.13% Mar 4, 2025 - Apr 28, 2025 |
| #3 | -9.94% Jun 8, 2020 - Aug 5, 2020 | -0.33% Feb 20, 2025 - Feb 27, 2025 |
| #4 | -9.75% Feb 26, 2026 - Apr 16, 2026 | -0.29% Aug 2, 2024 - Aug 13, 2024 |
| #5 | -7.55% Sep 2, 2020 - Oct 5, 2020 | -0.24% Feb 1, 2023 - Feb 3, 2023 |
| #6 | -7.21% Apr 29, 2020 - May 20, 2020 | -0.20% Oct 9, 2023 - Oct 20, 2023 |
| #7 | -7.05% Apr 27, 2021 - Jun 25, 2021 | -0.18% Jun 2, 2023 - Jun 6, 2023 |
| #8 | -6.71% Mar 15, 2021 - Apr 16, 2021 | -0.18% Feb 24, 2026 - Mar 11, 2026 |
| #9 | -6.62% Jun 25, 2021 - Aug 27, 2021 | -0.18% Nov 27, 2023 - Nov 29, 2023 |
| #10 | -6.45% Oct 27, 2025 - Nov 28, 2025 | -0.16% Feb 17, 2023 - Feb 22, 2023 |
| #11 | -6.27% Feb 12, 2021 - Mar 12, 2021 | -0.16% May 9, 2023 - May 23, 2023 |
| #12 | -6.13% Oct 12, 2020 - Nov 5, 2020 | -0.13% Nov 13, 2024 - Nov 19, 2024 |
| #13 | -5.49% Jan 20, 2021 - Feb 5, 2021 | -0.13% Sep 10, 2025 - Sep 19, 2025 |
| #14 | -4.82% Sep 2, 2021 - Oct 19, 2021 | -0.13% Dec 11, 2023 - Dec 15, 2023 |
| #15 | -4.22% May 6, 2026 - May 26, 2026 | -0.12% Oct 8, 2025 - Oct 24, 2025 |
Correlation
Correlation between BBMC and CLOA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
BBMC vs CLOA dividend yield comparison.
| Year | BBMC | CLOA |
|---|---|---|
| 2026 | 0.18% | 1.90% |
| 2025 | 1.25% | 5.35% |
| 2024 | 1.31% | 6.01% |
| 2023 | 1.36% | 5.88% |
| 2022 | 1.48% | 0.00% |
| 2021 | 0.87% | 0.00% |
| 2020 | 0.69% | 0.00% |
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