CLOO vs CARZ

Comparison between NYLI INVESTMENT GRADE CLO ETF (CLOO, ETF) and FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF).

CLOO vs CARZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLOO(ETF)	CARZ(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.25%	0.70%
Max Drawdown	0.34%	53.93%
Sharpe Ratio	4.37	1.48
5Y Beta	0.00	1.49
P/E Ratio	N/A	110.74
Forward P/E	N/A	20.08
PEG Ratio	N/A	0.21
5Y Dividends CAGR	N/A	34.06%
5Y EPS CAGR	N/A	23.94%
P/S Ratio	N/A	3.03
P/B Ratio	N/A	6.85

Net Assets

Winner

CLOO

$46M

CARZ

$46M

Expense Ratio

Winner

CLOO

0.25%

CARZ

0.70%

Max Drawdown

Winner

CLOO

0.34%

CARZ

53.93%

Sharpe Ratio

Winner

CLOO

4.37

CARZ

1.48

5Y Beta

Winner

CLOO

0.00

CARZ

1.49

P/E Ratio

CLOO

N/A

CARZ

110.74

Forward P/E

CLOO

N/A

CARZ

20.08

PEG Ratio

CLOO

N/A

CARZ

0.21

5Y Dividends CAGR

CLOO

N/A

CARZ

34.06%

5Y EPS CAGR

CLOO

N/A

CARZ

23.94%

P/S Ratio

CLOO

N/A

CARZ

3.03

P/B Ratio

CLOO

N/A

CARZ

6.85

CLOO vs CARZ - Historical Returns

Returns include dividend reinvestment.

Period	CLOO	CARZ
1 month	+0.50%	+4.21%
3 months	+1.31%	-11.32%
6 months	N/A	+17.55%
1 year	N/A	+59.70%
5 years(CAGR)	N/A	+14.49%
10 years(CAGR)	N/A	+14.30%
Max(CAGR)	+5.91%	+10.33%

CLOO

+0.50%

Winner

CARZ

+4.21%

Winner

CLOO

+1.31%

CARZ

-11.32%

CLOO

N/A

CARZ

+17.55%

CLOO

N/A

CARZ

+59.70%

5Y(CAGR)

CLOO

N/A

CARZ

+14.49%

10Y(CAGR)

CLOO

N/A

CARZ

+14.30%

Max(CAGR)

CLOO

+5.91%

Winner

CARZ

+10.33%

CLOO vs CARZ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CLOO	CARZ
2026	+1.76%	+31.76%
2025	N/A	+38.39%
2024	N/A	+6.21%
2023	N/A	+43.01%
2022	N/A	-32.84%
2021	N/A	+17.65%
2020	N/A	+52.44%
2019	N/A	+12.28%
2018	N/A	-24.52%
2017	N/A	+23.29%
2016	N/A	+0.23%
2015	N/A	-0.33%
2014	N/A	-2.57%
2013	N/A	+35.73%
2012	N/A	+25.00%
2011	N/A	-24.17%

CLOO vs CARZ Drawdown Comparison

The maximum drawdown for CLOO was -0.02%, occurring on Aug 3, 2026. Recovery took 3 trading sessions.

The maximum drawdown for CARZ was -51.18%, occurring on Mar 18, 2020. Recovery took 703 trading sessions.

The current CARZ drawdown is -14.24%.

Rank	CLOO	CARZ
#1	-0.02% Jul 31, 2026 - Aug 5, 2026	-51.18% Jan 23, 2018 - Nov 5, 2020
#2	-0.02% Jun 18, 2026 - Jun 25, 2026	-40.33% Nov 4, 2021 - Jul 2, 2025
#3	-0.02% Aug 14, 2026 - Aug 20, 2026	-33.03% Jul 7, 2011 - Mar 11, 2013
#4	-0.02% Jul 27, 2026 - Jul 31, 2026	-31.17% Apr 27, 2015 - Sep 19, 2017
#5	N/A	-21.44% Jun 2, 2026 - Jul 29, 2026
#6	N/A	-16.13% Jul 3, 2014 - Apr 10, 2015
#7	N/A	-14.44% Feb 25, 2026 - Apr 13, 2026
#8	N/A	-10.94% May 21, 2013 - Jul 12, 2013
#9	N/A	-10.49% Oct 29, 2025 - Dec 10, 2025
#10	N/A	-9.92% Jun 4, 2021 - Oct 22, 2021
#11	N/A	-9.89% Apr 5, 2021 - Jun 1, 2021
#12	N/A	-8.51% Jan 22, 2014 - Mar 6, 2014
#13	N/A	-8.12% Feb 9, 2021 - Apr 5, 2021
#14	N/A	-7.14% Jan 21, 2021 - Feb 5, 2021
#15	N/A	-6.94% Mar 31, 2014 - Jun 26, 2014

Correlation

Correlation between CLOO and CARZ is -0.85 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.85

-101

Dividend Comparison (2011 - 2026)

CLOO vs CARZ dividend yield comparison.

Year	CLOO	CARZ
2026	0.99%	0.00%
2025	0.00%	2.13%
2024	0.00%	1.17%
2023	0.00%	1.40%
2022	0.00%	1.59%
2021	0.00%	2.25%
2020	0.00%	0.63%
2019	0.00%	3.23%
2018	0.00%	2.85%
2017	0.00%	2.11%
2016	0.00%	2.47%
2015	0.00%	1.64%
2014	0.00%	1.70%
2013	0.00%	0.73%
2012	0.00%	0.78%
2011	0.00%	0.31%