CLOA vs DFSU
Comparison between BlackRock AAA CLO ETF (CLOA, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
CLOA vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CLOA
$2.20B
DFSU
$2.20B
Expense Ratio
CLOA
0.20%
Winner
DFSU
0.15%
Max Drawdown
Winner
CLOA
2.02%
DFSU
20.33%
Sharpe Ratio
Winner
CLOA
1.95
DFSU
1.30
5Y Beta
Winner
CLOA
0.04
DFSU
0.99
P/E Ratio
CLOA
N/A
DFSU
24.59
Forward P/E
CLOA
N/A
DFSU
18.70
5Y EPS CAGR
CLOA
N/A
DFSU
25.32%
P/S Ratio
CLOA
N/A
DFSU
2.29
P/B Ratio
CLOA
N/A
DFSU
4.45
CLOA vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CLOA
+0.25%
DFSU
-0.47%
3M
CLOA
+1.37%
Winner
DFSU
+10.99%
6M
CLOA
+2.47%
Winner
DFSU
+4.68%
1Y
CLOA
+5.21%
Winner
DFSU
+21.22%
Max(CAGR)
CLOA
+6.77%
Winner
DFSU
+19.52%
CLOA vs DFSU - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CLOA | DFSU |
|---|---|---|
| 2026 | +2.21% | +5.61% |
| 2025 | +5.44% | +15.92% |
| 2024 | +7.23% | +23.88% |
| 2023 | +8.37% | +26.67% |
| 2022 | N/A | +0.65% |
CLOA vs DFSU Drawdown Comparison
The maximum drawdown for CLOA was -1.34%, occurring on Mar 22, 2023. Recovery took 38 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current CLOA drawdown is -0.01%. The current DFSU drawdown is -2.10%.
| Rank | CLOA | DFSU |
|---|---|---|
| #1 | -1.34% Feb 22, 2023 - Apr 18, 2023 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -1.13% Mar 4, 2025 - Apr 28, 2025 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -0.33% Feb 20, 2025 - Feb 27, 2025 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -0.29% Aug 2, 2024 - Aug 13, 2024 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -0.24% Feb 1, 2023 - Feb 3, 2023 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -0.20% Oct 9, 2023 - Oct 20, 2023 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -0.18% Jun 2, 2023 - Jun 6, 2023 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -0.18% Feb 24, 2026 - Mar 11, 2026 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -0.18% Nov 27, 2023 - Nov 29, 2023 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -0.16% Feb 17, 2023 - Feb 22, 2023 | -3.48% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -0.16% May 9, 2023 - May 23, 2023 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -0.13% Nov 13, 2024 - Nov 19, 2024 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -0.13% Sep 10, 2025 - Sep 19, 2025 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -0.13% Dec 11, 2023 - Dec 15, 2023 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -0.12% Oct 8, 2025 - Oct 24, 2025 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between CLOA and DFSU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
CLOA vs DFSU dividend yield comparison.
| Year | CLOA | DFSU |
|---|---|---|
| 2026 | 1.90% | 0.44% |
| 2025 | 5.35% | 0.85% |
| 2024 | 6.01% | 0.96% |
| 2023 | 5.88% | 1.03% |
| 2022 | 0.00% | 0.21% |
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