CLOA vs JPHY
Comparison between BlackRock AAA CLO ETF (CLOA, ETF) and JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF).
CLOA vs JPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CLOA
$2.20B
JPHY
$2.20B
Expense Ratio
Winner
CLOA
0.20%
JPHY
0.45%
Max Drawdown
Winner
CLOA
2.02%
JPHY
2.76%
Sharpe Ratio
Winner
CLOA
2.01
JPHY
0.89
5Y Beta
Winner
CLOA
0.04
JPHY
0.18
CLOA vs JPHY - Historical Returns
Returns include dividend reinvestment.
1M
CLOA
+0.32%
Winner
JPHY
+0.62%
3M
CLOA
+1.53%
Winner
JPHY
+2.36%
6M
CLOA
+2.54%
Winner
JPHY
+2.63%
1Y
CLOA
+5.12%
Winner
JPHY
+6.32%
Max(CAGR)
Winner
CLOA
+6.80%
JPHY
+6.56%
CLOA vs JPHY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CLOA | JPHY |
|---|---|---|
| 2026 | +2.10% | +2.13% |
| 2025 | +5.44% | +4.00% |
| 2024 | +7.23% | N/A |
| 2023 | +8.37% | N/A |
CLOA vs JPHY Drawdown Comparison
The maximum drawdown for CLOA was -1.34%, occurring on Mar 22, 2023. Recovery took 38 trading sessions.
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
| Rank | CLOA | JPHY |
|---|---|---|
| #1 | -1.34% Feb 22, 2023 - Apr 18, 2023 | -1.65% Feb 9, 2026 - Apr 8, 2026 |
| #2 | -1.13% Mar 4, 2025 - Apr 28, 2025 | -0.98% Oct 2, 2025 - Oct 22, 2025 |
| #3 | -0.33% Feb 20, 2025 - Feb 27, 2025 | -0.82% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -0.29% Aug 2, 2024 - Aug 13, 2024 | -0.64% May 6, 2026 - May 26, 2026 |
| #5 | -0.24% Feb 1, 2023 - Feb 3, 2023 | -0.43% Apr 17, 2026 - May 1, 2026 |
| #6 | -0.20% Oct 9, 2023 - Oct 20, 2023 | -0.41% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -0.18% Jun 2, 2023 - Jun 6, 2023 | -0.41% Jul 2, 2025 - Jul 22, 2025 |
| #8 | -0.18% Feb 24, 2026 - Mar 11, 2026 | -0.40% Jun 2, 2026 - Jun 11, 2026 |
| #9 | -0.18% Nov 27, 2023 - Nov 29, 2023 | -0.35% Nov 28, 2025 - Dec 3, 2025 |
| #10 | -0.16% Feb 17, 2023 - Feb 22, 2023 | -0.33% Sep 22, 2025 - Oct 1, 2025 |
| #11 | -0.16% May 9, 2023 - May 23, 2023 | -0.26% Dec 3, 2025 - Dec 22, 2025 |
| #12 | -0.13% Nov 13, 2024 - Nov 19, 2024 | -0.23% Aug 27, 2025 - Sep 3, 2025 |
| #13 | -0.13% Sep 10, 2025 - Sep 19, 2025 | -0.21% May 1, 2026 - May 6, 2026 |
| #14 | -0.13% Dec 11, 2023 - Dec 15, 2023 | -0.21% Apr 9, 2026 - Apr 13, 2026 |
| #15 | -0.12% Oct 8, 2025 - Oct 24, 2025 | -0.21% Jul 23, 2025 - Aug 4, 2025 |
Correlation
Correlation between CLOA and JPHY 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 JPHY dividend yield comparison.
| Year | CLOA | JPHY |
|---|---|---|
| 2026 | 1.90% | 2.58% |
| 2025 | 5.35% | 3.32% |
| 2024 | 6.01% | 0.00% |
| 2023 | 5.88% | 0.00% |
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