CLOO vs PBAU

Comparison between NYLI INVESTMENT GRADE CLO ETF (CLOO, ETF) and PGIM S&P 500 BUFFER 20 ETF - AUGUST (PBAU, ETF).

CLOO vs PBAU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLOO(ETF)	PBAU(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.25%	0.50%
Max Drawdown	0.28%	8.87%
Sharpe Ratio	5.93	1.72
5Y Beta	-0.00	0.42

Net Assets

Winner

CLOO

$25M

PBAU

$25M

Expense Ratio

Winner

CLOO

0.25%

PBAU

0.50%

Max Drawdown

Winner

CLOO

0.28%

PBAU

8.87%

Sharpe Ratio

Winner

CLOO

5.93

PBAU

1.72

5Y Beta

Winner

CLOO

-0.00

PBAU

0.42

CLOO vs PBAU - Historical Returns

Returns include dividend reinvestment.

Period	CLOO	PBAU
1 month	+0.46%	+0.66%
3 months	N/A	+4.74%
6 months	N/A	+4.83%
1 year	N/A	+12.53%
Max(CAGR)	+6.89%	+11.14%

CLOO

+0.46%

Winner

PBAU

+0.66%

CLOO

N/A

PBAU

+4.74%

CLOO

N/A

PBAU

+4.83%

CLOO

N/A

PBAU

+12.53%

Max(CAGR)

CLOO

+6.89%

Winner

PBAU

+11.14%

CLOO vs PBAU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	CLOO	PBAU
2026	+0.68%	+4.25%
2025	N/A	+11.68%
2024	N/A	+7.08%

CLOO vs PBAU Drawdown Comparison

The maximum drawdown for PBAU was -8.87%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current PBAU drawdown is -0.19%.

Rank	CLOO	PBAU
#1	N/A	-8.87% Feb 19, 2025 - May 19, 2025
#2	N/A	-3.29% Feb 25, 2026 - Apr 9, 2026
#3	N/A	-2.81% Jul 31, 2024 - Aug 15, 2024
#4	N/A	-1.86% Oct 27, 2025 - Nov 28, 2025
#5	N/A	-1.73% Aug 30, 2024 - Sep 13, 2024
#6	N/A	-1.42% May 19, 2025 - Jun 3, 2025
#7	N/A	-1.30% Dec 6, 2024 - Jan 21, 2025
#8	N/A	-1.13% Oct 8, 2025 - Oct 20, 2025
#9	N/A	-1.07% Oct 29, 2024 - Nov 6, 2024
#10	N/A	-0.88% Feb 2, 2026 - Feb 9, 2026
#11	N/A	-0.82% Jan 12, 2026 - Jan 23, 2026
#12	N/A	-0.77% Jun 16, 2025 - Jun 24, 2025
#13	N/A	-0.74% Jun 4, 2026 - Jun 10, 2026
#14	N/A	-0.69% Dec 11, 2025 - Dec 22, 2025
#15	N/A	-0.68% Aug 14, 2025 - Aug 22, 2025

Correlation

Correlation between CLOO and PBAU is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101