CLOZ vs XCHG
Comparison between ELDRIDGE BBB-B CLO ETF (CLOZ, ETF) and AB US EQUITY ETF (XCHG, ETF).
CLOZ vs XCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CLOZ
$692M
XCHG
$692M
Expense Ratio
CLOZ
0.50%
XCHG
0.50%
Max Drawdown
Winner
CLOZ
6.72%
XCHG
9.84%
Sharpe Ratio
CLOZ
0.58
Winner
XCHG
0.82
5Y Beta
Winner
CLOZ
0.15
XCHG
0.92
P/E Ratio
CLOZ
N/A
XCHG
27.02
Forward P/E
CLOZ
N/A
XCHG
21.51
PEG Ratio
CLOZ
N/A
XCHG
0.50
5Y EPS CAGR
CLOZ
N/A
XCHG
26.67%
P/S Ratio
CLOZ
N/A
XCHG
3.69
P/B Ratio
CLOZ
N/A
XCHG
5.46
CLOZ vs XCHG - Historical Returns
Returns include dividend reinvestment.
1M
CLOZ
+0.85%
Winner
XCHG
+2.19%
3M
CLOZ
+2.97%
Winner
XCHG
+4.86%
6M
CLOZ
+2.17%
Winner
XCHG
+6.99%
1Y
CLOZ
+5.95%
XCHG
N/A
Max(CAGR)
CLOZ
+10.23%
Winner
XCHG
+14.26%
CLOZ vs XCHG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CLOZ | XCHG |
|---|---|---|
| 2026 | +3.06% | +7.87% |
| 2025 | +5.89% | +0.30% |
| 2024 | +11.34% | N/A |
| 2023 | +14.91% | N/A |
CLOZ vs XCHG Drawdown Comparison
The maximum drawdown for CLOZ was -5.32%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The current XCHG drawdown is -0.82%.
| Rank | CLOZ | XCHG |
|---|---|---|
| #1 | -5.32% Feb 19, 2025 - May 14, 2025 | -9.66% Jan 12, 2026 - Apr 15, 2026 |
| #2 | -3.90% Feb 3, 2026 - Apr 28, 2026 | -3.69% Jun 4, 2026 - Jul 10, 2026 |
| #3 | -2.69% Feb 23, 2023 - Apr 10, 2023 | -1.75% May 14, 2026 - May 28, 2026 |
| #4 | -1.38% Jul 29, 2024 - Aug 22, 2024 | -1.32% Jul 15, 2026 - Jul 20, 2026 |
| #5 | -1.12% Oct 8, 2025 - Nov 26, 2025 | -1.30% Dec 15, 2025 - Dec 22, 2025 |
| #6 | -0.63% Jun 1, 2026 - Jun 26, 2026 | -1.14% Dec 24, 2025 - Jan 6, 2026 |
| #7 | -0.59% May 1, 2023 - May 26, 2023 | -0.77% Apr 17, 2026 - Apr 22, 2026 |
| #8 | -0.56% Dec 20, 2023 - Jan 2, 2024 | -0.73% Jun 1, 2026 - Jun 4, 2026 |
| #9 | -0.43% May 29, 2025 - Jun 18, 2025 | -0.65% May 6, 2026 - May 14, 2026 |
| #10 | -0.41% Jan 2, 2024 - Jan 10, 2024 | -0.62% Jul 10, 2026 - Jul 15, 2026 |
| #11 | -0.41% Jun 23, 2025 - Jul 3, 2025 | -0.51% Apr 27, 2026 - Apr 30, 2026 |
| #12 | -0.41% Sep 26, 2023 - Oct 17, 2023 | -0.48% May 1, 2026 - May 5, 2026 |
| #13 | -0.38% Sep 23, 2024 - Oct 16, 2024 | -0.44% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -0.37% Sep 17, 2025 - Oct 3, 2025 | -0.40% Apr 22, 2026 - Apr 24, 2026 |
| #15 | -0.34% Oct 17, 2023 - Nov 9, 2023 | -0.07% Apr 15, 2026 - Apr 17, 2026 |
Correlation
Correlation between CLOZ and XCHG is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
CLOZ vs XCHG dividend yield comparison.
| Year | CLOZ | XCHG |
|---|---|---|
| 2026 | 3.48% | 0.32% |
| 2025 | 7.63% | 0.05% |
| 2024 | 9.09% | 0.00% |
| 2023 | 8.81% | 0.00% |
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