CCIF vs HUSV

Comparison between Carlyle Credit Income Fund (CCIF, ETF) and FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV, ETF).

5-Year PerformanceHUSV has outperformed CCIF, delivering a return of +5.8% compared to -7.8%

CCIF vs HUSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CCIF(ETF)	HUSV(ETF)
Net Assets	$72M	$73M
Expense Ratio	N/A	0.70%
Max Drawdown	75.32%	35.72%
Sharpe Ratio	-1.69	-0.38
5Y Beta	0.35	0.41
P/E Ratio	N/A	21.63
Forward P/E	N/A	19.21
PEG Ratio	N/A	0.74
5Y Dividends CAGR	6.51%	5.85%
5Y EPS CAGR	N/A	14.05%
Debt to Equity	N/A	14.68%
P/S Ratio	N/A	3.34
P/B Ratio	N/A	3.34

Net Assets

CCIF

$72M

Winner

HUSV

$73M

Expense Ratio

CCIF

N/A

HUSV

0.70%

Max Drawdown

CCIF

75.32%

Winner

HUSV

35.72%

Sharpe Ratio

CCIF

-1.69

Winner

HUSV

-0.38

5Y Beta

Winner

CCIF

0.35

HUSV

0.41

P/E Ratio

CCIF

N/A

HUSV

21.63

Forward P/E

CCIF

N/A

HUSV

19.21

PEG Ratio

CCIF

N/A

HUSV

0.74

5Y Dividends CAGR

Winner

CCIF

6.51%

HUSV

5.85%

5Y EPS CAGR

CCIF

N/A

HUSV

14.05%

Debt to Equity

CCIF

N/A

HUSV

14.68%

P/S Ratio

CCIF

N/A

HUSV

3.34

P/B Ratio

CCIF

N/A

HUSV

3.34

CCIF vs HUSV - Historical Returns

Returns include dividend reinvestment.

Period	CCIF	HUSV
1 month	-6.44%	+1.19%
3 months	-1.79%	-1.82%
6 months	-32.41%	+2.24%
1 year	-40.11%	+0.09%
5 years(CAGR)	-7.80%	+5.78%
10 years(CAGR)	N/A	+8.71%
Max(CAGR)	-6.05%	+8.71%

CCIF

-6.44%

Winner

HUSV

+1.19%

Winner

CCIF

-1.79%

HUSV

-1.82%

CCIF

-32.41%

Winner

HUSV

+2.24%

CCIF

-40.11%

Winner

HUSV

+0.09%

5Y(CAGR)

CCIF

-7.80%

Winner

HUSV

+5.78%

10Y(CAGR)

CCIF

N/A

HUSV

+8.71%

Max(CAGR)

CCIF

-6.05%

Winner

HUSV

+8.71%

CCIF vs HUSV - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	CCIF	HUSV
2026	-27.99%	+2.64%
2025	-27.57%	+5.32%
2024	+13.89%	+12.39%
2023	+12.89%	+3.48%
2022	-6.59%	-5.39%
2021	+12.32%	+27.66%
2020	+0.63%	+5.36%
2019	-12.87%	+28.57%
2018	N/A	-1.51%
2017	N/A	+15.78%
2016	N/A	+0.69%

CCIF vs HUSV Drawdown Comparison

The maximum drawdown for CCIF was -51.46%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for HUSV was -35.72%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.

The current CCIF drawdown is -49.62%. The current HUSV drawdown is -2.74%.

Rank	CCIF	HUSV
#1	-51.46% Aug 23, 2024 - Mar 24, 2026	-35.72% Feb 14, 2020 - Nov 16, 2020
#2	-39.39% May 28, 2019 - May 24, 2021	-17.00% Apr 20, 2022 - Feb 22, 2024
#3	-15.33% May 30, 2023 - Mar 4, 2024	-12.46% Sep 21, 2018 - Feb 13, 2019
#4	-15.12% Sep 22, 2021 - Feb 1, 2023	-9.50% Dec 31, 2021 - Apr 20, 2022
#5	-7.58% Jun 10, 2024 - Aug 14, 2024	-9.35% Mar 3, 2025 - May 16, 2025
#6	-4.44% Jun 21, 2021 - Aug 6, 2021	-7.68% Jan 26, 2018 - Aug 6, 2018
#7	-3.94% May 24, 2021 - Jun 21, 2021	-7.26% Nov 29, 2024 - Feb 13, 2025
#8	-3.68% May 21, 2024 - May 31, 2024	-6.78% Feb 27, 2026 - Mar 27, 2026
#9	-3.20% Feb 27, 2023 - May 19, 2023	-5.27% Aug 20, 2025 - Feb 26, 2026
#10	-2.72% Mar 6, 2024 - May 1, 2024	-5.22% Sep 2, 2021 - Oct 22, 2021
#11	-1.95% Aug 16, 2021 - Sep 17, 2021	-5.17% Mar 28, 2024 - Jun 21, 2024
#12	-1.54% May 10, 2024 - May 15, 2024	-5.07% Jan 8, 2021 - Mar 15, 2021
#13	-1.10% May 23, 2023 - May 26, 2023	-4.99% Sep 6, 2016 - Dec 9, 2016
#14	-0.81% Feb 2, 2023 - Feb 6, 2023	-4.20% Jul 15, 2019 - Aug 29, 2019
#15	-0.60% Feb 14, 2023 - Feb 23, 2023	-3.60% Nov 23, 2021 - Dec 7, 2021

Correlation

Correlation between CCIF and HUSV is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2016 - 2026)

CCIF vs HUSV dividend yield comparison.

Year	CCIF	HUSV
2026	12.70%	0.30%
2025	26.87%	1.38%
2024	15.73%	1.14%
2023	23.58%	1.80%
2022	9.96%	1.68%
2021	8.55%	1.35%
2020	6.09%	1.29%
2019	3.77%	1.36%
2018	0.00%	1.48%
2017	0.00%	1.31%
2016	0.00%	0.35%