EFIV vs CLOI

Comparison between SPDR S&P 500 ESG ETF (EFIV, ETF) and VANECK CLO ETF (CLOI, ETF).

EFIV vs CLOI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFIV(ETF)	CLOI(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.10%	0.36%
Max Drawdown	25.38%	3.76%
Sharpe Ratio	2.22	1.53
5Y Beta	0.96	0.08
P/E Ratio	27.94	N/A
Forward P/E	20.19	N/A
5Y Dividends CAGR	18.87%	N/A
5Y EPS CAGR	29.51%	N/A
Debt to Equity	12.33%	N/A
P/S Ratio	3.42	N/A
P/B Ratio	5.31	N/A

Net Assets

EFIV

$1.20B

Winner

CLOI

$1.30B

Expense Ratio

Winner

EFIV

0.10%

CLOI

0.36%

Max Drawdown

EFIV

25.38%

Winner

CLOI

3.76%

Sharpe Ratio

Winner

EFIV

2.22

CLOI

1.53

5Y Beta

EFIV

0.96

Winner

CLOI

0.08

P/E Ratio

EFIV

27.94

CLOI

N/A

Forward P/E

EFIV

20.19

CLOI

N/A

5Y Dividends CAGR

EFIV

18.87%

CLOI

N/A

5Y EPS CAGR

EFIV

29.51%

CLOI

N/A

Debt to Equity

EFIV

12.33%

CLOI

N/A

P/S Ratio

EFIV

3.42

CLOI

N/A

P/B Ratio

EFIV

5.31

CLOI

N/A

EFIV vs CLOI - Historical Returns

Returns include dividend reinvestment.

Period	EFIV	CLOI
1 month	+8.70%	+0.84%
3 months	+6.11%	+1.01%
6 months	+9.61%	+2.49%
1 year	+31.22%	+5.58%
5 years(CAGR)	+14.59%	N/A
Max(CAGR)	+17.74%	+7.01%

Winner

EFIV

+8.70%

CLOI

+0.84%

Winner

EFIV

+6.11%

CLOI

+1.01%

Winner

EFIV

+9.61%

CLOI

+2.49%

Winner

EFIV

+31.22%

CLOI

+5.58%

5Y(CAGR)

EFIV

+14.59%

CLOI

N/A

Max(CAGR)

Winner

EFIV

+17.74%

CLOI

+7.01%

EFIV vs CLOI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EFIV	CLOI
2026	+8.06%	+1.53%
2025	+18.92%	+5.81%
2024	+24.68%	+8.08%
2023	+28.49%	+8.74%
2022	-18.34%	+2.59%
2021	+33.60%	N/A
2020	+16.69%	N/A

EFIV vs CLOI Drawdown Comparison

The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.

The maximum drawdown for CLOI was -3.25%, occurring on Apr 4, 2025. Recovery took 22 trading sessions.

Rank	EFIV	CLOI
#1	-24.53% Jan 3, 2022 - Jul 31, 2023	-3.25% Apr 1, 2025 - May 2, 2025
#2	-19.24% Dec 4, 2024 - Jun 30, 2025	-2.70% Aug 18, 2022 - Dec 14, 2022
#3	-10.16% Sep 2, 2020 - Nov 16, 2020	-1.29% Jun 23, 2022 - Aug 1, 2022
#4	-9.90% Jul 31, 2023 - Nov 30, 2023	-0.88% Mar 8, 2023 - Apr 12, 2023
#5	-9.44% Feb 9, 2026 - Apr 15, 2026	-0.62% Feb 25, 2026 - Apr 8, 2026
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-0.49% Mar 18, 2025 - Apr 1, 2025
#7	-5.50% Mar 27, 2024 - May 14, 2024	-0.43% Apr 24, 2024 - May 7, 2024
#8	-4.97% Sep 3, 2021 - Oct 19, 2021	-0.32% Nov 29, 2023 - Dec 13, 2023
#9	-4.48% Oct 29, 2025 - Dec 5, 2025	-0.29% Feb 13, 2024 - Feb 28, 2024
#10	-4.19% May 7, 2021 - Jun 10, 2021	-0.27% Nov 7, 2023 - Nov 14, 2023
#11	-4.06% Feb 16, 2021 - Mar 11, 2021	-0.26% May 19, 2025 - May 27, 2025
#12	-3.66% Nov 24, 2021 - Dec 8, 2021	-0.25% Jul 8, 2025 - Jul 21, 2025
#13	-3.45% Dec 10, 2021 - Dec 23, 2021	-0.23% Dec 14, 2022 - Dec 22, 2022
#14	-3.23% Jan 25, 2021 - Feb 4, 2021	-0.23% May 13, 2025 - May 16, 2025
#15	-2.89% Oct 6, 2025 - Oct 20, 2025	-0.23% Jul 25, 2025 - Aug 4, 2025