BCLO vs NACP

Comparison between iShares BBBB CLO Active ETF (BCLO, ETF) and IMPACT SHARES NAACP MINORITY EMPOWERMENT ETF (NACP, ETF).

BCLO vs NACP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCLO(ETF)	NACP(ETF)
Net Assets	$75M	$75M
Expense Ratio	0.45%	0.49%
Max Drawdown	5.66%	30.96%
Sharpe Ratio	1.43	2.07
5Y Beta	0.07	1.01
P/E Ratio	N/A	28.72
Forward P/E	N/A	21.06
PEG Ratio	N/A	0.27
5Y Dividends CAGR	N/A	-5.52%
5Y EPS CAGR	N/A	22.81%
Debt to Equity	N/A	41.87%
P/S Ratio	N/A	3.59
P/B Ratio	N/A	5.32

Net Assets

BCLO

$75M

NACP

$75M

Expense Ratio

Winner

BCLO

0.45%

NACP

0.49%

Max Drawdown

Winner

BCLO

5.66%

NACP

30.96%

Sharpe Ratio

BCLO

1.43

Winner

NACP

2.07

5Y Beta

Winner

BCLO

0.07

NACP

1.01

P/E Ratio

BCLO

N/A

NACP

28.72

Forward P/E

BCLO

N/A

NACP

21.06

PEG Ratio

BCLO

N/A

NACP

0.27

5Y Dividends CAGR

BCLO

N/A

NACP

-5.52%

5Y EPS CAGR

BCLO

N/A

NACP

22.81%

Debt to Equity

BCLO

N/A

NACP

41.87%

P/S Ratio

BCLO

N/A

NACP

3.59

P/B Ratio

BCLO

N/A

NACP

5.32

BCLO vs NACP - Historical Returns

Returns include dividend reinvestment.

Period	BCLO	NACP
1 month	+0.74%	+6.01%
3 months	+3.63%	+22.00%
6 months	+3.35%	+22.24%
1 year	+6.78%	+42.50%
5 years(CAGR)	N/A	+16.06%
Max(CAGR)	+6.20%	+17.34%

BCLO

+0.74%

Winner

NACP

+6.01%

BCLO

+3.63%

Winner

NACP

+22.00%

BCLO

+3.35%

Winner

NACP

+22.24%

BCLO

+6.78%

Winner

NACP

+42.50%

5Y(CAGR)

BCLO

N/A

NACP

+16.06%

Max(CAGR)

BCLO

+6.20%

Winner

NACP

+17.34%

BCLO vs NACP - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BCLO	NACP
2026	+2.91%	+20.97%
2025	+5.43%	+21.38%
2024	N/A	+24.70%
2023	N/A	+30.17%
2022	N/A	-23.79%
2021	N/A	+29.00%
2020	N/A	+24.78%
2019	N/A	+29.84%
2018	N/A	-8.78%

BCLO vs NACP Drawdown Comparison

The maximum drawdown for BCLO was -4.45%, occurring on Apr 7, 2025. Recovery took 64 trading sessions.

The maximum drawdown for NACP was -30.96%, occurring on Mar 23, 2020. Recovery took 104 trading sessions.

Rank	BCLO	NACP
#1	-4.45% Feb 14, 2025 - May 19, 2025	-30.96% Feb 20, 2020 - Jul 20, 2020
#2	-1.92% Feb 4, 2026 - Apr 22, 2026	-27.89% Jan 3, 2022 - Jan 18, 2024
#3	-0.89% Oct 14, 2025 - Nov 10, 2025	-19.65% Feb 19, 2025 - Jul 2, 2025
#4	-0.40% Apr 30, 2026 - May 6, 2026	-17.52% Sep 21, 2018 - Mar 21, 2019
#5	-0.38% May 22, 2025 - May 28, 2025	-9.86% Sep 2, 2020 - Nov 9, 2020
#6	-0.28% Oct 9, 2025 - Oct 13, 2025	-9.65% Jan 29, 2026 - Apr 14, 2026
#7	-0.24% Apr 23, 2026 - Apr 27, 2026	-8.73% Jul 16, 2024 - Sep 19, 2024
#8	-0.18% Sep 3, 2025 - Sep 10, 2025	-7.18% Apr 30, 2019 - Jun 20, 2019
#9	-0.16% Dec 1, 2025 - Dec 9, 2025	-6.91% Jul 26, 2019 - Oct 30, 2019
#10	-0.13% Jun 9, 2025 - Jun 11, 2025	-5.83% Oct 28, 2025 - Dec 5, 2025
#11	-0.13% Nov 19, 2025 - Nov 24, 2025	-5.73% Sep 3, 2021 - Oct 21, 2021
#12	-0.12% May 19, 2025 - May 22, 2025	-5.49% Feb 12, 2021 - Mar 15, 2021
#13	-0.12% Jun 3, 2025 - Jun 6, 2025	-5.36% Mar 28, 2024 - May 15, 2024
#14	-0.12% Jan 12, 2026 - Jan 16, 2026	-4.86% Jun 4, 2026 - Jun 15, 2026
#15	-0.12% Aug 6, 2025 - Aug 11, 2025	-4.85% Nov 19, 2021 - Dec 27, 2021