CLOZ vs SCHQ
Comparison between ELDRIDGE BBB-B CLO ETF (CLOZ, ETF) and SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF).
CLOZ vs SCHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CLOZ
$794M
SCHQ
$793M
Expense Ratio
CLOZ
0.50%
Winner
SCHQ
0.03%
Max Drawdown
Winner
CLOZ
6.72%
SCHQ
50.28%
Sharpe Ratio
Winner
CLOZ
0.30
SCHQ
-0.33
5Y Beta
CLOZ
0.15
Winner
SCHQ
0.07
5Y Dividends CAGR
CLOZ
N/A
SCHQ
11.03%
CLOZ vs SCHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CLOZ
-0.12%
SCHQ
-0.16%
3M
Winner
CLOZ
+0.63%
SCHQ
-0.81%
6M
Winner
CLOZ
+3.15%
SCHQ
-5.35%
1Y
Winner
CLOZ
+4.87%
SCHQ
+0.13%
5Y(CAGR)
CLOZ
N/A
SCHQ
-6.89%
Max(CAGR)
Winner
CLOZ
+9.94%
SCHQ
-3.99%
CLOZ vs SCHQ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | CLOZ | SCHQ |
|---|---|---|
| 2026 | +3.01% | -2.20% |
| 2025 | +5.89% | +5.23% |
| 2024 | +11.34% | -5.88% |
| 2023 | +14.91% | +1.53% |
| 2022 | N/A | -27.71% |
| 2021 | N/A | -4.78% |
| 2020 | N/A | +16.50% |
| 2019 | N/A | -4.02% |
CLOZ vs SCHQ Drawdown Comparison
The maximum drawdown for CLOZ was -5.32%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current CLOZ drawdown is -0.49%. The current SCHQ drawdown is -38.05%.
| Rank | CLOZ | SCHQ |
|---|---|---|
| #1 | -5.32% Feb 19, 2025 - May 14, 2025 | -46.13% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -3.90% Feb 3, 2026 - Apr 28, 2026 | -14.77% Mar 9, 2020 - Aug 4, 2020 |
| #3 | -2.69% Feb 23, 2023 - Apr 10, 2023 | -4.81% Oct 10, 2019 - Jan 24, 2020 |
| #4 | -1.38% Jul 29, 2024 - Aug 22, 2024 | -2.39% Jan 31, 2020 - Feb 20, 2020 |
| #5 | -1.12% Oct 8, 2025 - Nov 26, 2025 | -1.01% Mar 3, 2020 - Mar 5, 2020 |
| #6 | -0.63% Jun 1, 2026 - Jun 26, 2026 | -0.80% Jan 27, 2020 - Jan 29, 2020 |
| #7 | -0.59% May 1, 2023 - May 26, 2023 | -0.69% Feb 28, 2020 - Mar 3, 2020 |
| #8 | -0.56% Dec 20, 2023 - Jan 2, 2024 | -0.53% Feb 25, 2020 - Feb 27, 2020 |
| #9 | -0.49% Aug 14, 2026 - Aug 24, 2026 | N/A |
| #10 | -0.43% May 29, 2025 - Jun 18, 2025 | N/A |
| #11 | -0.41% Jan 2, 2024 - Jan 10, 2024 | N/A |
| #12 | -0.41% Jun 23, 2025 - Jul 3, 2025 | N/A |
| #13 | -0.41% Sep 26, 2023 - Oct 17, 2023 | N/A |
| #14 | -0.38% Sep 23, 2024 - Oct 16, 2024 | N/A |
| #15 | -0.37% Sep 17, 2025 - Oct 3, 2025 | N/A |
Correlation
Correlation between CLOZ and SCHQ is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.06
-101
Dividend Comparison (2019 - 2026)
CLOZ vs SCHQ dividend yield comparison.
| Year | CLOZ | SCHQ |
|---|---|---|
| 2026 | 4.02% | 2.94% |
| 2025 | 7.63% | 4.54% |
| 2024 | 9.09% | 4.58% |
| 2023 | 8.81% | 3.79% |
| 2022 | 0.00% | 2.88% |
| 2021 | 0.00% | 1.69% |
| 2020 | 0.00% | 1.51% |
| 2019 | 0.00% | 0.44% |
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