CLOA vs BGIG
Comparison between BlackRock AAA CLO ETF (CLOA, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
CLOA vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CLOA
$1.90B
Winner
BGIG
$2B
Expense Ratio
Winner
CLOA
0.20%
BGIG
0.45%
Max Drawdown
Winner
CLOA
2.02%
BGIG
14.11%
Sharpe Ratio
Winner
CLOA
2.60
BGIG
1.75
5Y Beta
Winner
CLOA
0.04
BGIG
0.63
P/E Ratio
CLOA
N/A
BGIG
23.24
Forward P/E
CLOA
N/A
BGIG
19.50
PEG Ratio
CLOA
N/A
BGIG
0.64
5Y EPS CAGR
CLOA
N/A
BGIG
14.02%
P/S Ratio
CLOA
N/A
BGIG
2.79
P/B Ratio
CLOA
N/A
BGIG
4.19
CLOA vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
CLOA
+0.66%
Winner
BGIG
+1.53%
3M
CLOA
+1.15%
Winner
BGIG
+1.19%
6M
CLOA
+2.60%
Winner
BGIG
+9.59%
1Y
CLOA
+5.57%
Winner
BGIG
+21.62%
Max(CAGR)
CLOA
+6.88%
Winner
BGIG
+15.86%
CLOA vs BGIG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CLOA | BGIG |
|---|---|---|
| 2026 | +1.73% | +6.96% |
| 2025 | +5.44% | +12.53% |
| 2024 | +7.23% | +16.25% |
| 2023 | +8.37% | +4.55% |
CLOA vs BGIG Drawdown Comparison
The maximum drawdown for CLOA was -1.34%, occurring on Mar 22, 2023. Recovery took 38 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current BGIG drawdown is -1.34%.
| Rank | CLOA | BGIG |
|---|---|---|
| #1 | -1.34% Feb 22, 2023 - Apr 18, 2023 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -1.13% Mar 4, 2025 - Apr 28, 2025 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -0.33% Feb 20, 2025 - Feb 27, 2025 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -0.29% Aug 2, 2024 - Aug 13, 2024 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -0.24% Feb 1, 2023 - Feb 3, 2023 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -0.20% Oct 9, 2023 - Oct 20, 2023 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -0.18% Jun 2, 2023 - Jun 6, 2023 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -0.18% Feb 24, 2026 - Mar 11, 2026 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -0.18% Nov 27, 2023 - Nov 29, 2023 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -0.16% Feb 17, 2023 - Feb 22, 2023 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -0.16% May 9, 2023 - May 23, 2023 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -0.13% Nov 13, 2024 - Nov 19, 2024 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -0.13% Sep 10, 2025 - Sep 19, 2025 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -0.13% Dec 11, 2023 - Dec 15, 2023 | -1.34% Apr 30, 2026 - May 8, 2026 |
| #15 | -0.12% Oct 8, 2025 - Oct 24, 2025 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between CLOA and BGIG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
CLOA vs BGIG dividend yield comparison.
| Year | CLOA | BGIG |
|---|---|---|
| 2026 | 1.51% | 0.60% |
| 2025 | 5.35% | 1.89% |
| 2024 | 6.01% | 2.02% |
| 2023 | 5.88% | 0.78% |
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