EFFE vs NCLO
Comparison between HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF) and NUVEEN AA-BBB CLO ETF (NCLO, ETF).
EFFE vs NCLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFFE
$140M
NCLO
$140M
Expense Ratio
EFFE
0.69%
Winner
NCLO
0.26%
Max Drawdown
EFFE
33.56%
Winner
NCLO
3.71%
Sharpe Ratio
Winner
EFFE
0.73
NCLO
0.51
5Y Beta
EFFE
0.81
Winner
NCLO
0.05
EFFE vs NCLO - Historical Returns
Returns include dividend reinvestment.
1M
EFFE
-8.15%
Winner
NCLO
+0.59%
3M
Winner
EFFE
+4.48%
NCLO
+1.73%
6M
Winner
EFFE
+9.87%
NCLO
+2.58%
1Y
Winner
EFFE
+19.29%
NCLO
+5.90%
5Y(CAGR)
EFFE
+1.02%
NCLO
N/A
10Y(CAGR)
EFFE
+1.89%
NCLO
N/A
Max(CAGR)
EFFE
+1.95%
Winner
NCLO
+5.82%
EFFE vs NCLO - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EFFE | NCLO |
|---|---|---|
| 2026 | +12.40% | +2.87% |
| 2025 | +22.70% | +6.24% |
| 2024 | -0.84% | +0.35% |
| 2019 | +5.04% | N/A |
| 2018 | -4.76% | N/A |
| 2017 | +14.12% | N/A |
| 2016 | +11.36% | N/A |
| 2015 | -9.58% | N/A |
| 2014 | +4.43% | N/A |
EFFE vs NCLO Drawdown Comparison
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The maximum drawdown for NCLO was -3.05%, occurring on Mar 4, 2026. Recovery took 42 trading sessions.
The current EFFE drawdown is -11.53%. The current NCLO drawdown is -0.56%.
| Rank | EFFE | NCLO |
|---|---|---|
| #1 | -32.35% Jan 26, 2018 - May 5, 2026 | -3.05% Feb 3, 2026 - Apr 6, 2026 |
| #2 | -15.96% Mar 23, 2015 - Apr 25, 2017 | -1.43% Mar 31, 2025 - Apr 24, 2025 |
| #3 | -14.86% Jun 2, 2026 - Jul 20, 2026 | -1.03% Jun 25, 2026 - Jun 26, 2026 |
| #4 | -7.24% May 14, 2026 - May 26, 2026 | -0.64% Apr 25, 2025 - May 2, 2025 |
| #5 | -5.27% Sep 11, 2017 - Dec 26, 2017 | -0.56% May 19, 2025 - Jun 6, 2025 |
| #6 | -3.55% Nov 26, 2014 - Dec 22, 2014 | -0.52% May 28, 2026 - Jun 25, 2026 |
| #7 | -3.47% Feb 5, 2015 - Mar 18, 2015 | -0.48% May 1, 2026 - May 6, 2026 |
| #8 | -1.84% Apr 26, 2017 - May 30, 2017 | -0.47% May 2, 2025 - May 8, 2025 |
| #9 | -1.63% May 11, 2026 - May 14, 2026 | -0.37% Apr 6, 2026 - Apr 22, 2026 |
| #10 | -1.48% Jun 19, 2017 - Jul 14, 2017 | -0.36% Jun 6, 2025 - Jun 24, 2025 |
| #11 | -1.41% May 26, 2026 - May 29, 2026 | -0.35% Mar 7, 2025 - Mar 31, 2025 |
| #12 | -1.31% Dec 28, 2017 - Jan 5, 2018 | -0.28% Oct 8, 2025 - Oct 13, 2025 |
| #13 | -1.20% May 6, 2026 - May 8, 2026 | -0.26% Oct 13, 2025 - Oct 20, 2025 |
| #14 | -0.85% Dec 29, 2014 - Jan 8, 2015 | -0.25% Oct 20, 2025 - Oct 30, 2025 |
| #15 | -0.81% Jan 16, 2018 - Jan 23, 2018 | -0.25% May 8, 2025 - May 12, 2025 |
Correlation
Correlation between EFFE and NCLO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2026)
EFFE vs NCLO dividend yield comparison.
| Year | EFFE | NCLO |
|---|---|---|
| 2026 | 0.00% | 2.67% |
| 2025 | 4.69% | 6.09% |
| 2024 | 0.00% | 0.35% |
| 2018 | 1.82% | 0.00% |
| 2017 | 3.90% | 0.00% |
| 2016 | 1.76% | 0.00% |
| 2015 | 4.68% | 0.00% |
| 2014 | 0.61% | 0.00% |
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