CLOO vs JULM

Comparison between NYLI INVESTMENT GRADE CLO ETF (CLOO, ETF) and FT VEST U.S. EQUITY MAX BUFFER ETF - JULY (JULM, ETF).

CLOO vs JULM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLOO(ETF)	JULM(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.25%	0.85%
Max Drawdown	0.28%	4.42%
Sharpe Ratio	5.93	1.37
5Y Beta	-0.00	0.20

Net Assets

Winner

CLOO

$25M

JULM

$25M

Expense Ratio

Winner

CLOO

0.25%

JULM

0.85%

Max Drawdown

Winner

CLOO

0.28%

JULM

4.42%

Sharpe Ratio

Winner

CLOO

5.93

JULM

1.37

5Y Beta

Winner

CLOO

-0.00

JULM

0.20

CLOO vs JULM - Historical Returns

Returns include dividend reinvestment.

Period	CLOO	JULM
1 month	+0.46%	+0.50%
3 months	N/A	+2.54%
6 months	N/A	+3.06%
1 year	N/A	+6.81%
Max(CAGR)	+6.89%	+7.05%

CLOO

+0.46%

Winner

JULM

+0.50%

CLOO

N/A

JULM

+2.54%

CLOO

N/A

JULM

+3.06%

CLOO

N/A

JULM

+6.81%

Max(CAGR)

CLOO

+6.89%

Winner

JULM

+7.05%

CLOO vs JULM - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	CLOO	JULM
2026	+0.68%	+2.65%
2025	N/A	+6.88%
2024	N/A	+3.56%

CLOO vs JULM Drawdown Comparison

The maximum drawdown for JULM was -4.42%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current JULM drawdown is -0.03%.

Rank	CLOO	JULM
#1	N/A	-4.42% Feb 18, 2025 - May 13, 2025
#2	N/A	-1.57% Feb 25, 2026 - Apr 8, 2026
#3	N/A	-0.85% Jul 31, 2024 - Aug 13, 2024
#4	N/A	-0.77% Oct 27, 2025 - Nov 28, 2025
#5	N/A	-0.74% May 16, 2025 - Jun 2, 2025
#6	N/A	-0.65% Aug 30, 2024 - Sep 12, 2024
#7	N/A	-0.56% Dec 11, 2024 - Dec 26, 2024
#8	N/A	-0.42% Sep 30, 2024 - Oct 9, 2024
#9	N/A	-0.41% Dec 26, 2024 - Jan 15, 2025
#10	N/A	-0.41% Oct 29, 2024 - Nov 6, 2024
#11	N/A	-0.39% Feb 2, 2026 - Feb 9, 2026
#12	N/A	-0.37% Oct 6, 2025 - Oct 20, 2025
#13	N/A	-0.34% Jan 16, 2026 - Jan 26, 2026
#14	N/A	-0.32% Jun 12, 2025 - Jun 23, 2025
#15	N/A	-0.30% Aug 13, 2025 - Aug 22, 2025