CLOI vs UTES
Comparison between VANECK CLO ETF (CLOI, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
CLOI vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CLOI
$1.40B
UTES
$1.40B
Expense Ratio
Winner
CLOI
0.36%
UTES
0.49%
Max Drawdown
Winner
CLOI
3.76%
UTES
35.71%
Sharpe Ratio
Winner
CLOI
1.38
UTES
-0.40
5Y Beta
Winner
CLOI
0.08
UTES
0.69
P/E Ratio
CLOI
N/A
UTES
25.65
Forward P/E
CLOI
N/A
UTES
18.73
PEG Ratio
CLOI
N/A
UTES
0.99
5Y Dividends CAGR
CLOI
N/A
UTES
1.74%
5Y EPS CAGR
CLOI
N/A
UTES
8.27%
Debt to Equity
CLOI
N/A
UTES
214.20%
P/S Ratio
CLOI
N/A
UTES
2.81
P/B Ratio
CLOI
N/A
UTES
2.96
CLOI vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CLOI
+0.46%
UTES
-6.50%
3M
Winner
CLOI
+1.32%
UTES
-9.11%
6M
Winner
CLOI
+2.31%
UTES
-0.55%
1Y
Winner
CLOI
+5.20%
UTES
-5.12%
5Y(CAGR)
CLOI
+6.92%
Winner
UTES
+13.83%
10Y(CAGR)
CLOI
N/A
UTES
+11.73%
Max(CAGR)
CLOI
+6.92%
Winner
UTES
+13.21%
CLOI vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | CLOI | UTES |
|---|---|---|
| 2026 | +2.82% | -5.13% |
| 2025 | +5.81% | +22.66% |
| 2024 | +8.08% | +43.95% |
| 2023 | +8.74% | -1.97% |
| 2022 | +2.59% | +1.90% |
| 2021 | N/A | +23.82% |
| 2020 | N/A | +1.59% |
| 2019 | N/A | +27.65% |
| 2018 | N/A | +6.28% |
| 2017 | N/A | +14.80% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +5.54% |
CLOI vs UTES Drawdown Comparison
The maximum drawdown for CLOI was -3.25%, occurring on Apr 4, 2025. Recovery took 22 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current CLOI drawdown is -0.03%. The current UTES drawdown is -12.21%.
| Rank | CLOI | UTES |
|---|---|---|
| #1 | -3.25% Apr 1, 2025 - May 2, 2025 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -2.70% Aug 18, 2022 - Dec 14, 2022 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -1.29% Jun 23, 2022 - Aug 1, 2022 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -0.88% Mar 8, 2023 - Apr 12, 2023 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -0.62% Feb 25, 2026 - Apr 8, 2026 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -0.49% Mar 18, 2025 - Apr 1, 2025 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -0.43% Apr 24, 2024 - May 7, 2024 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -0.32% Nov 29, 2023 - Dec 13, 2023 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -0.29% Feb 13, 2024 - Feb 28, 2024 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -0.27% Nov 7, 2023 - Nov 14, 2023 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.26% May 19, 2025 - May 27, 2025 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -0.25% Jul 8, 2025 - Jul 21, 2025 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -0.23% Dec 14, 2022 - Dec 22, 2022 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -0.23% May 13, 2025 - May 16, 2025 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -0.23% Jul 25, 2025 - Aug 4, 2025 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between CLOI and UTES is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2015 - 2026)
CLOI vs UTES dividend yield comparison.
| Year | CLOI | UTES |
|---|---|---|
| 2026 | 2.87% | 0.75% |
| 2025 | 5.61% | 1.42% |
| 2024 | 6.71% | 1.51% |
| 2023 | 5.61% | 2.44% |
| 2022 | 2.23% | 2.13% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.00% | 2.09% |
| 2019 | 0.00% | 1.84% |
| 2018 | 0.00% | 2.09% |
| 2017 | 0.00% | 3.44% |
| 2016 | 0.00% | 3.53% |
| 2015 | 0.00% | 0.61% |
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