CLOZ vs TOPT
Comparison between ELDRIDGE BBB-B CLO ETF (CLOZ, ETF) and ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF).
CLOZ vs TOPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CLOZ
$668M
TOPT
$664M
Expense Ratio
CLOZ
0.50%
Winner
TOPT
0.20%
Max Drawdown
Winner
CLOZ
6.72%
TOPT
21.30%
Sharpe Ratio
CLOZ
0.58
Winner
TOPT
1.51
5Y Beta
Winner
CLOZ
0.15
TOPT
1.09
P/E Ratio
CLOZ
N/A
TOPT
30.90
Forward P/E
CLOZ
N/A
TOPT
23.08
PEG Ratio
CLOZ
N/A
TOPT
0.46
5Y EPS CAGR
CLOZ
N/A
TOPT
36.67%
Debt to Equity
CLOZ
N/A
TOPT
38.66%
CLOZ vs TOPT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CLOZ
-0.10%
TOPT
-1.55%
3M
CLOZ
+5.08%
Winner
TOPT
+14.14%
6M
CLOZ
+2.58%
Winner
TOPT
+7.99%
1Y
CLOZ
+5.68%
Winner
TOPT
+27.41%
Max(CAGR)
CLOZ
+10.24%
Winner
TOPT
+19.94%
CLOZ vs TOPT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CLOZ | TOPT |
|---|---|---|
| 2026 | +2.18% | +7.23% |
| 2025 | +5.89% | +20.76% |
| 2024 | +11.34% | +5.03% |
| 2023 | +14.91% | N/A |
CLOZ vs TOPT Drawdown Comparison
The maximum drawdown for CLOZ was -5.32%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The current CLOZ drawdown is -0.38%. The current TOPT drawdown is -3.24%.
| Rank | CLOZ | TOPT |
|---|---|---|
| #1 | -5.32% Feb 19, 2025 - May 14, 2025 | -21.21% Dec 24, 2024 - Jun 26, 2025 |
| #2 | -3.90% Feb 3, 2026 - Apr 28, 2026 | -13.13% Oct 29, 2025 - Apr 27, 2026 |
| #3 | -2.69% Feb 23, 2023 - Apr 10, 2023 | -5.96% May 14, 2026 - Jun 10, 2026 |
| #4 | -1.38% Jul 29, 2024 - Aug 22, 2024 | -3.19% Oct 29, 2024 - Nov 6, 2024 |
| #5 | -1.12% Oct 8, 2025 - Nov 26, 2025 | -3.16% Dec 16, 2024 - Dec 24, 2024 |
| #6 | -0.63% Jun 1, 2026 - Jun 17, 2026 | -2.92% Oct 9, 2025 - Oct 24, 2025 |
| #7 | -0.59% May 1, 2023 - May 26, 2023 | -2.80% Nov 8, 2024 - Dec 2, 2024 |
| #8 | -0.56% Dec 20, 2023 - Jan 2, 2024 | -2.54% Aug 14, 2025 - Aug 28, 2025 |
| #9 | -0.43% May 29, 2025 - Jun 18, 2025 | -1.97% Jul 28, 2025 - Aug 6, 2025 |
| #10 | -0.41% Jan 2, 2024 - Jan 10, 2024 | -1.78% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -0.41% Jun 23, 2025 - Jul 3, 2025 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -0.41% Sep 26, 2023 - Oct 17, 2023 | -1.05% Jul 3, 2025 - Jul 10, 2025 |
| #13 | -0.38% Sep 23, 2024 - Oct 16, 2024 | -0.88% Jun 30, 2025 - Jul 2, 2025 |
| #14 | -0.37% Sep 17, 2025 - Oct 3, 2025 | -0.60% Dec 11, 2024 - Dec 13, 2024 |
| #15 | -0.34% Oct 17, 2023 - Nov 9, 2023 | -0.55% Sep 4, 2025 - Sep 9, 2025 |
Correlation
Correlation between CLOZ and TOPT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
CLOZ vs TOPT dividend yield comparison.
| Year | CLOZ | TOPT |
|---|---|---|
| 2026 | 2.96% | 0.19% |
| 2025 | 7.63% | 0.38% |
| 2024 | 9.09% | 0.08% |
| 2023 | 8.81% | 0.00% |
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