CLM vs IYJ

Comparison between Cornerstone Strategic Value Fund (CLM, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).

5-Year PerformanceIYJ has outperformed CLM, delivering a return of +9.3% compared to +9.3%

CLM vs IYJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLM(ETF)	IYJ(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	N/A	0.38%
Max Drawdown	95.94%	62.80%
Sharpe Ratio	0.54	0.90
5Y Beta	0.77	0.92
P/E Ratio	N/A	32.29
Forward P/E	N/A	24.52
PEG Ratio	N/A	0.52
5Y Dividends CAGR	-4.69%	5.34%
5Y EPS CAGR	N/A	13.36%
Debt to Equity	N/A	140.36%
P/S Ratio	N/A	3.33
P/B Ratio	N/A	6.25

Net Assets

CLM

$1.90B

IYJ

$1.90B

Expense Ratio

CLM

N/A

IYJ

0.38%

Max Drawdown

CLM

95.94%

Winner

IYJ

62.80%

Sharpe Ratio

CLM

0.54

Winner

IYJ

0.90

5Y Beta

Winner

CLM

0.77

IYJ

0.92

P/E Ratio

CLM

N/A

IYJ

32.29

Forward P/E

CLM

N/A

IYJ

24.52

PEG Ratio

CLM

N/A

IYJ

0.52

5Y Dividends CAGR

CLM

-4.69%

Winner

IYJ

5.34%

5Y EPS CAGR

CLM

N/A

IYJ

13.36%

Debt to Equity

CLM

N/A

IYJ

140.36%

P/S Ratio

CLM

N/A

IYJ

3.33

P/B Ratio

CLM

N/A

IYJ

6.25

CLM vs IYJ - Historical Returns

Returns include dividend reinvestment.

Period	CLM	IYJ
1 month	+2.30%	+2.43%
3 months	+3.28%	+6.91%
6 months	+2.09%	+5.43%
1 year	+11.84%	+19.04%
5 years(CAGR)	+9.25%	+9.35%
10 years(CAGR)	+11.62%	+12.70%
Max(CAGR)	+7.84%	+8.13%

CLM

+2.30%

Winner

IYJ

+2.43%

CLM

+3.28%

Winner

IYJ

+6.91%

CLM

+2.09%

Winner

IYJ

+5.43%

CLM

+11.84%

Winner

IYJ

+19.04%

5Y(CAGR)

CLM

+9.25%

Winner

IYJ

+9.35%

10Y(CAGR)

CLM

+11.62%

Winner

IYJ

+12.70%

Max(CAGR)

CLM

+7.84%

Winner

IYJ

+8.13%

CLM vs IYJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	CLM	IYJ
2026	+0.13%	+12.52%
2025	+18.62%	+12.53%
2024	+40.94%	+18.77%
2023	+14.01%	+19.58%
2022	-37.33%	-13.50%
2021	+41.69%	+19.46%
2020	+28.35%	+15.88%
2019	+21.58%	+31.97%
2018	-12.84%	-12.24%
2017	+22.10%	+23.04%
2016	+20.14%	+20.78%
2015	-2.17%	-1.81%
2014	-7.67%	+8.23%
2013	+27.45%	+36.67%
2012	+7.67%	+15.31%
2011	-13.23%	-2.11%
2010	-12.17%	+23.31%
2009	+76.34%	+21.43%
2008	-52.53%	-38.70%
2007	-31.87%	+12.74%
2006	+34.86%	+12.27%
2005	-5.70%	+5.23%
2004	+7.15%	+16.58%
2003	+75.52%	+28.35%
2002	+2.95%	-24.94%
2001	N/A	-4.82%
2000	N/A	-6.56%

CLM vs IYJ Drawdown Comparison

The maximum drawdown for CLM was -76.82%, occurring on Mar 9, 2009. Recovery took 3296 trading sessions.

The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

The current CLM drawdown is -0.93%. The current IYJ drawdown is -0.87%.

Rank	CLM	IYJ
#1	-76.82% Jul 9, 2007 - Aug 10, 2020	-61.97% Oct 9, 2007 - Mar 15, 2012
#2	-43.43% Apr 5, 2022 - Nov 12, 2024	-49.53% Sep 1, 2000 - Feb 27, 2006
#3	-31.50% Feb 11, 2005 - Jul 3, 2006	-40.20% Feb 12, 2020 - Sep 2, 2020
#4	-23.87% Feb 13, 2025 - Jul 24, 2025	-26.24% Sep 2, 2021 - Dec 14, 2023
#5	-19.14% Apr 12, 2021 - Sep 1, 2021	-24.00% Sep 21, 2018 - Apr 18, 2019
#6	-18.63% Sep 6, 2002 - Nov 22, 2002	-19.67% Nov 29, 2024 - Jul 1, 2025
#7	-16.15% Feb 11, 2004 - Jan 6, 2005	-15.27% Mar 2, 2015 - Apr 19, 2016
#8	-15.01% Nov 10, 2006 - Mar 2, 2007	-13.21% May 9, 2006 - Dec 27, 2006
#9	-14.58% Jan 14, 2026 - Mar 27, 2026	-11.97% Mar 19, 2012 - Sep 13, 2012
#10	-12.73% Jan 14, 2003 - Apr 17, 2003	-11.39% Mar 2, 2026 - Jun 16, 2026
#11	-10.86% Dec 4, 2024 - Feb 5, 2025	-11.05% Jan 26, 2018 - Sep 14, 2018
#12	-10.18% Nov 12, 2021 - Jan 4, 2022	-10.45% Jun 9, 2014 - Nov 6, 2014
#13	-9.29% May 1, 2007 - Jun 8, 2007	-10.40% Jul 19, 2007 - Oct 9, 2007
#14	-8.09% Feb 3, 2021 - Mar 8, 2021	-8.24% Jul 20, 2000 - Aug 21, 2000
#15	-6.72% Jan 12, 2022 - Feb 8, 2022	-7.39% Oct 16, 2020 - Nov 6, 2020

Correlation

Correlation between CLM and IYJ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

CLM vs IYJ dividend yield comparison.

Year	CLM	IYJ
2026	11.26%	0.29%
2025	17.48%	0.83%
2024	15.17%	0.88%
2023	20.50%	1.05%
2022	29.45%	1.05%
2021	13.45%	0.76%
2020	18.96%	1.01%
2019	21.98%	1.32%
2018	25.39%	1.43%
2017	18.04%	1.29%
2016	22.44%	1.38%
2015	28.20%	1.53%
2014	23.00%	1.46%
2013	18.58%	1.14%
2012	22.18%	1.66%
2011	23.23%	1.55%
2010	18.98%	1.55%
2009	18.05%	1.72%
2008	54.62%	2.31%
2007	22.10%	1.20%
2006	12.36%	1.07%
2005	14.81%	1.10%
2004	12.27%	0.82%
2003	11.05%	0.80%
2002	7.05%	0.96%
2001	0.00%	0.59%
2000	0.00%	0.50%