CCIF vs XJUL

Comparison between Carlyle Credit Income Fund (CCIF, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY (XJUL, ETF).

CCIF vs XJUL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CCIF(ETF)	XJUL(ETF)
Net Assets	$71M	$71M
Expense Ratio	N/A	0.85%
Max Drawdown	75.32%	9.10%
Sharpe Ratio	-1.69	1.45
5Y Beta	0.35	0.43
5Y Dividends CAGR	6.51%	N/A

Net Assets

CCIF

$71M

XJUL

$71M

Expense Ratio

CCIF

N/A

XJUL

0.85%

Max Drawdown

CCIF

75.32%

Winner

XJUL

9.10%

Sharpe Ratio

CCIF

-1.69

Winner

XJUL

1.45

5Y Beta

Winner

CCIF

0.35

XJUL

0.43

5Y Dividends CAGR

CCIF

6.51%

XJUL

N/A

CCIF vs XJUL - Historical Returns

Returns include dividend reinvestment.

Period	CCIF	XJUL
1 month	-6.41%	+0.64%
3 months	-1.17%	+4.06%
6 months	-25.39%	+4.41%
1 year	-39.91%	+10.13%
5 years(CAGR)	-8.22%	N/A
Max(CAGR)	-5.99%	+9.99%

CCIF

-6.41%

Winner

XJUL

+0.64%

CCIF

-1.17%

Winner

XJUL

+4.06%

CCIF

-25.39%

Winner

XJUL

+4.41%

CCIF

-39.91%

Winner

XJUL

+10.13%

5Y(CAGR)

CCIF

-8.22%

XJUL

N/A

Max(CAGR)

CCIF

-5.99%

Winner

XJUL

+9.99%

CCIF vs XJUL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CCIF	XJUL
2026	-27.76%	+3.76%
2025	-27.57%	+10.21%
2024	+13.89%	+10.77%
2023	+12.89%	+4.06%
2022	-6.59%	N/A
2021	+12.32%	N/A
2020	+0.63%	N/A
2019	-12.87%	N/A

CCIF vs XJUL 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 XJUL was -9.10%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

The current CCIF drawdown is -49.46%.

Rank	CCIF	XJUL
#1	-51.46% Aug 23, 2024 - Mar 24, 2026	-9.10% Feb 19, 2025 - May 12, 2025
#2	-39.39% May 28, 2019 - May 24, 2021	-4.73% Jul 31, 2023 - Nov 14, 2023
#3	-15.33% May 30, 2023 - Mar 4, 2024	-3.16% Jul 22, 2024 - Aug 15, 2024
#4	-15.12% Sep 22, 2021 - Feb 1, 2023	-2.76% Feb 25, 2026 - Apr 8, 2026
#5	-7.58% Jun 10, 2024 - Aug 14, 2024	-1.70% Aug 30, 2024 - Sep 13, 2024
#6	-4.44% Jun 21, 2021 - Aug 6, 2021	-1.66% Oct 27, 2025 - Nov 28, 2025
#7	-3.94% May 24, 2021 - Jun 21, 2021	-1.10% Dec 6, 2024 - Dec 26, 2024
#8	-3.68% May 21, 2024 - May 31, 2024	-0.99% May 19, 2025 - May 30, 2025
#9	-3.20% Feb 27, 2023 - May 19, 2023	-0.98% Jul 28, 2025 - Aug 8, 2025
#10	-2.72% Mar 6, 2024 - May 1, 2024	-0.93% Oct 8, 2025 - Oct 20, 2025
#11	-1.95% Aug 16, 2021 - Sep 17, 2021	-0.89% Mar 28, 2024 - Apr 29, 2024
#12	-1.54% May 10, 2024 - May 15, 2024	-0.78% Dec 26, 2024 - Jan 15, 2025
#13	-1.10% May 23, 2023 - May 26, 2023	-0.77% Dec 28, 2023 - Jan 10, 2024
#14	-0.81% Feb 2, 2023 - Feb 6, 2023	-0.75% Oct 18, 2024 - Nov 6, 2024
#15	-0.60% Feb 14, 2023 - Feb 23, 2023	-0.69% Jan 12, 2026 - Jan 26, 2026

Correlation

Correlation between CCIF and XJUL is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54

-101