BCLO vs PGZ
Comparison between iShares BBBB CLO Active ETF (BCLO, ETF) and Principal Real Estate Income Fund (PGZ, ETF).
BCLO vs PGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BCLO
$74M
PGZ
$74M
Expense Ratio
BCLO
0.45%
PGZ
N/A
Max Drawdown
Winner
BCLO
5.66%
PGZ
61.11%
Sharpe Ratio
Winner
BCLO
1.19
PGZ
0.69
5Y Beta
Winner
BCLO
0.06
PGZ
0.31
5Y Dividends CAGR
BCLO
N/A
PGZ
5.24%
BCLO vs PGZ - Historical Returns
Returns include dividend reinvestment.
1M
BCLO
+0.25%
Winner
PGZ
+3.34%
3M
BCLO
+2.49%
Winner
PGZ
+3.17%
6M
BCLO
+2.45%
Winner
PGZ
+7.73%
1Y
BCLO
+6.27%
Winner
PGZ
+10.59%
5Y(CAGR)
BCLO
N/A
PGZ
+3.24%
10Y(CAGR)
BCLO
N/A
PGZ
+4.49%
Max(CAGR)
Winner
BCLO
+5.92%
PGZ
+4.70%
BCLO vs PGZ - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BCLO | PGZ |
|---|---|---|
| 2026 | +3.12% | +9.93% |
| 2025 | +5.43% | +14.11% |
| 2024 | N/A | +17.42% |
| 2023 | N/A | +2.50% |
| 2022 | N/A | -28.14% |
| 2021 | N/A | +39.70% |
| 2020 | N/A | -36.20% |
| 2019 | N/A | +40.88% |
| 2018 | N/A | +3.84% |
| 2017 | N/A | +17.19% |
| 2016 | N/A | +6.97% |
| 2015 | N/A | -2.54% |
| 2014 | N/A | +18.84% |
| 2013 | N/A | -11.41% |
BCLO vs PGZ Drawdown Comparison
The maximum drawdown for BCLO was -4.45%, occurring on Apr 7, 2025. Recovery took 64 trading sessions.
The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The current PGZ drawdown is -6.31%.
| Rank | BCLO | PGZ |
|---|---|---|
| #1 | -4.45% Feb 14, 2025 - May 19, 2025 | -53.48% Feb 18, 2020 - Oct 30, 2020 |
| #2 | -1.92% Feb 4, 2026 - Apr 22, 2026 | -22.12% Jun 12, 2015 - Jun 10, 2016 |
| #3 | -0.89% Oct 14, 2025 - Nov 10, 2025 | -15.75% Aug 24, 2018 - Mar 14, 2019 |
| #4 | -0.40% Apr 30, 2026 - May 6, 2026 | -15.70% Jul 24, 2013 - Apr 28, 2014 |
| #5 | -0.38% May 22, 2025 - May 28, 2025 | -12.40% Sep 7, 2016 - Mar 31, 2017 |
| #6 | -0.28% Oct 9, 2025 - Oct 13, 2025 | -11.76% Sep 12, 2017 - Jul 3, 2018 |
| #7 | -0.24% Apr 23, 2026 - Apr 27, 2026 | -5.22% Sep 8, 2014 - Nov 3, 2014 |
| #8 | -0.20% Jul 7, 2026 - Jul 21, 2026 | -4.50% Jun 14, 2017 - Jul 17, 2017 |
| #9 | -0.18% Sep 3, 2025 - Sep 10, 2025 | -4.46% Aug 7, 2019 - Aug 20, 2019 |
| #10 | -0.16% Dec 1, 2025 - Dec 9, 2025 | -4.22% Jul 17, 2017 - Sep 6, 2017 |
| #11 | -0.14% Jun 25, 2026 - Jul 7, 2026 | -4.20% Aug 23, 2019 - Sep 25, 2019 |
| #12 | -0.13% Jun 9, 2025 - Jun 11, 2025 | -3.74% Oct 31, 2019 - Nov 29, 2019 |
| #13 | -0.13% Nov 19, 2025 - Nov 24, 2025 | -3.66% Dec 17, 2019 - Jan 15, 2020 |
| #14 | -0.12% May 19, 2025 - May 22, 2025 | -3.66% Jun 12, 2014 - Jul 14, 2014 |
| #15 | -0.12% Jun 3, 2025 - Jun 6, 2025 | -3.61% Jun 17, 2016 - Sep 6, 2016 |
Correlation
Correlation between BCLO and PGZ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2013 - 2026)
BCLO vs PGZ dividend yield comparison.
| Year | BCLO | PGZ |
|---|---|---|
| 2026 | 3.14% | 7.18% |
| 2025 | 6.45% | 12.59% |
| 2024 | 0.00% | 12.75% |
| 2023 | 0.00% | 13.33% |
| 2022 | 0.00% | 11.86% |
| 2021 | 0.00% | 6.32% |
| 2020 | 0.00% | 10.34% |
| 2019 | 0.00% | 6.25% |
| 2018 | 0.00% | 7.98% |
| 2017 | 0.00% | 9.51% |
| 2016 | 0.00% | 10.90% |
| 2015 | 0.00% | 10.40% |
| 2014 | 0.00% | 8.98% |
| 2013 | 0.00% | 3.96% |
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