CLOC vs FFIU

Comparison between AAM CRESCENT CLO ETF (CLOC, ETF) and UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF (FFIU, ETF).

CLOC vs FFIU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLOC(ETF)	FFIU(ETF)
Net Assets	$53M	$54M
Expense Ratio	0.18%	0.54%
Max Drawdown	1.70%	25.26%
Sharpe Ratio	1.91	0.10
5Y Beta	0.01	0.08
5Y Dividends CAGR	N/A	2.23%

Net Assets

CLOC

$53M

Winner

FFIU

$54M

Expense Ratio

Winner

CLOC

0.18%

FFIU

0.54%

Max Drawdown

Winner

CLOC

1.70%

FFIU

25.26%

Sharpe Ratio

Winner

CLOC

1.91

FFIU

0.10

5Y Beta

Winner

CLOC

0.01

FFIU

0.08

5Y Dividends CAGR

CLOC

N/A

FFIU

2.23%

CLOC vs FFIU - Historical Returns

Returns include dividend reinvestment.

Period	CLOC	FFIU
1 month	+0.60%	-0.28%
3 months	+1.90%	-1.22%
6 months	+2.72%	-0.60%
1 year	N/A	+4.55%
5 years(CAGR)	N/A	-0.11%
10 years(CAGR)	N/A	+1.60%
Max(CAGR)	+5.44%	+1.60%

Winner

CLOC

+0.60%

FFIU

-0.28%

Winner

CLOC

+1.90%

FFIU

-1.22%

Winner

CLOC

+2.72%

FFIU

-0.60%

CLOC

N/A

FFIU

+4.55%

5Y(CAGR)

CLOC

N/A

FFIU

-0.11%

10Y(CAGR)

CLOC

N/A

FFIU

+1.60%

Max(CAGR)

Winner

CLOC

+5.44%

FFIU

+1.60%

CLOC vs FFIU - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CLOC	FFIU
2026	+2.32%	+0.49%
2025	+0.93%	+7.95%
2024	N/A	+0.23%
2023	N/A	+5.79%
2022	N/A	-14.65%
2021	N/A	+0.10%
2020	N/A	+7.68%
2019	N/A	+9.50%
2018	N/A	-0.77%
2017	N/A	-0.55%

CLOC vs FFIU Drawdown Comparison

The maximum drawdown for CLOC was -0.54%, occurring on Mar 10, 2026. Recovery took 38 trading sessions.

The maximum drawdown for FFIU was -20.43%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The current FFIU drawdown is -3.16%.

Rank	CLOC	FFIU
#1	-0.54% Feb 11, 2026 - Apr 8, 2026	-20.43% Sep 14, 2021 - Oct 21, 2022
#2	-0.18% Dec 12, 2025 - Dec 24, 2025	-11.05% Mar 6, 2020 - Jun 19, 2020
#3	-0.06% Apr 13, 2026 - Apr 21, 2026	-5.48% Nov 2, 2017 - Jan 28, 2019
#4	-0.06% Nov 10, 2025 - Nov 13, 2025	-3.68% Dec 31, 2020 - Jun 30, 2021
#5	-0.04% Nov 25, 2025 - Dec 1, 2025	-1.83% Aug 5, 2020 - Nov 20, 2020
#6	-0.04% Oct 31, 2025 - Nov 5, 2025	-1.51% Sep 3, 2019 - Oct 3, 2019
#7	-0.02% Jun 2, 2026 - Jun 5, 2026	-1.19% Aug 2, 2021 - Sep 14, 2021
#8	-0.02% May 20, 2026 - May 22, 2026	-0.93% Oct 4, 2019 - Nov 27, 2019
#9	-0.02% Jan 30, 2026 - Feb 3, 2026	-0.76% Aug 21, 2017 - Nov 2, 2017
#10	-0.02% May 26, 2026 - May 29, 2026	-0.56% Jul 19, 2021 - Jul 30, 2021
#11	-0.02% Dec 1, 2025 - Dec 5, 2025	-0.54% Jul 8, 2021 - Jul 15, 2021
#12	-0.02% Oct 28, 2025 - Oct 31, 2025	-0.51% Jul 3, 2019 - Jul 18, 2019
#13	-0.02% Dec 10, 2025 - Dec 12, 2025	-0.46% Feb 25, 2020 - Mar 3, 2020
#14	-0.02% Nov 13, 2025 - Nov 20, 2025	-0.43% Aug 15, 2019 - Aug 26, 2019
#15	-0.02% Jan 21, 2026 - Jan 23, 2026	-0.43% Dec 8, 2020 - Dec 28, 2020

Correlation

Correlation between CLOC and FFIU is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

-101