EPP vs CLOA
Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and BlackRock AAA CLO ETF (CLOA, ETF).
EPP vs CLOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPP
$2.10B
Winner
CLOA
$2.20B
Expense Ratio
EPP
0.47%
Winner
CLOA
0.20%
Max Drawdown
EPP
67.70%
Winner
CLOA
2.02%
Sharpe Ratio
EPP
0.73
Winner
CLOA
1.91
5Y Beta
EPP
0.77
Winner
CLOA
0.04
5Y Dividends CAGR
EPP
9.78%
CLOA
N/A
EPP vs CLOA - Historical Returns
Returns include dividend reinvestment.
1M
EPP
-0.50%
Winner
CLOA
+0.31%
3M
EPP
+0.91%
Winner
CLOA
+1.46%
6M
Winner
EPP
+9.36%
CLOA
+2.53%
1Y
Winner
EPP
+14.59%
CLOA
+5.05%
5Y(CAGR)
EPP
+4.61%
CLOA
N/A
10Y(CAGR)
EPP
+7.78%
CLOA
N/A
Max(CAGR)
Winner
EPP
+8.91%
CLOA
+6.78%
EPP vs CLOA - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EPP | CLOA |
|---|---|---|
| 2026 | +6.97% | +2.11% |
| 2025 | +19.75% | +5.44% |
| 2024 | +6.00% | +7.23% |
| 2023 | +6.11% | +8.37% |
| 2022 | -6.79% | N/A |
| 2021 | +3.86% | N/A |
| 2020 | +4.97% | N/A |
| 2019 | +19.27% | N/A |
| 2018 | -11.62% | N/A |
| 2017 | +24.09% | N/A |
| 2016 | +9.01% | N/A |
| 2015 | -8.36% | N/A |
| 2014 | -1.03% | N/A |
| 2013 | +1.73% | N/A |
| 2012 | +22.74% | N/A |
| 2011 | -14.42% | N/A |
| 2010 | +13.87% | N/A |
| 2009 | +62.26% | N/A |
| 2008 | -47.31% | N/A |
| 2007 | +29.17% | N/A |
| 2006 | +29.68% | N/A |
| 2005 | +14.63% | N/A |
| 2004 | +26.18% | N/A |
| 2003 | +43.93% | N/A |
| 2002 | -6.06% | N/A |
| 2001 | +8.45% | N/A |
EPP vs CLOA Drawdown Comparison
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The maximum drawdown for CLOA was -1.34%, occurring on Mar 22, 2023. Recovery took 38 trading sessions.
The current EPP drawdown is -3.82%.
| Rank | EPP | CLOA |
|---|---|---|
| #1 | -66.01% Oct 31, 2007 - Jan 10, 2013 | -1.34% Feb 22, 2023 - Apr 18, 2023 |
| #2 | -39.30% Jan 16, 2020 - Dec 10, 2020 | -1.13% Mar 4, 2025 - Apr 28, 2025 |
| #3 | -30.42% Sep 3, 2014 - Jul 14, 2017 | -0.33% Feb 20, 2025 - Feb 27, 2025 |
| #4 | -26.24% Jun 4, 2021 - Sep 19, 2024 | -0.29% Aug 2, 2024 - Aug 13, 2024 |
| #5 | -19.29% Oct 2, 2024 - May 27, 2025 | -0.24% Feb 1, 2023 - Feb 3, 2023 |
| #6 | -18.74% May 22, 2002 - Jun 11, 2003 | -0.20% Oct 9, 2023 - Oct 20, 2023 |
| #7 | -17.80% Jan 26, 2018 - Jun 27, 2019 | -0.18% Jun 2, 2023 - Jun 6, 2023 |
| #8 | -17.59% Jul 23, 2007 - Sep 19, 2007 | -0.18% Feb 24, 2026 - Mar 11, 2026 |
| #9 | -17.21% Apr 30, 2013 - Oct 22, 2013 | -0.18% Nov 27, 2023 - Nov 29, 2023 |
| #10 | -16.92% Feb 17, 2004 - Sep 30, 2004 | -0.16% Feb 17, 2023 - Feb 22, 2023 |
| #11 | -15.01% May 9, 2006 - Oct 25, 2006 | -0.16% May 9, 2023 - May 23, 2023 |
| #12 | -12.96% Oct 22, 2013 - Apr 9, 2014 | -0.13% Nov 13, 2024 - Nov 19, 2024 |
| #13 | -10.37% Jul 3, 2019 - Jan 13, 2020 | -0.13% Sep 10, 2025 - Sep 19, 2025 |
| #14 | -10.31% Feb 26, 2007 - Mar 26, 2007 | -0.13% Dec 11, 2023 - Dec 15, 2023 |
| #15 | -8.79% Feb 25, 2026 - May 6, 2026 | -0.12% Oct 8, 2025 - Oct 24, 2025 |
Correlation
Correlation between EPP and CLOA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2001 - 2026)
EPP vs CLOA dividend yield comparison.
| Year | EPP | CLOA |
|---|---|---|
| 2026 | 1.53% | 1.90% |
| 2025 | 3.77% | 5.35% |
| 2024 | 3.81% | 6.01% |
| 2023 | 4.10% | 5.88% |
| 2022 | 4.37% | 0.00% |
| 2021 | 4.58% | 0.00% |
| 2020 | 2.28% | 0.00% |
| 2019 | 3.89% | 0.00% |
| 2018 | 5.00% | 0.00% |
| 2017 | 4.15% | 0.00% |
| 2016 | 3.96% | 0.00% |
| 2015 | 4.90% | 0.00% |
| 2014 | 4.33% | 0.00% |
| 2013 | 4.08% | 0.00% |
| 2012 | 4.21% | 0.00% |
| 2011 | 4.41% | 0.00% |
| 2010 | 3.30% | 0.00% |
| 2009 | 3.45% | 0.00% |
| 2008 | 2.39% | 0.00% |
| 2007 | 4.72% | 0.00% |
| 2006 | 4.24% | 0.00% |
| 2005 | 3.75% | 0.00% |
| 2004 | 3.34% | 0.00% |
| 2003 | 2.08% | 0.00% |
| 2002 | 1.74% | 0.00% |
| 2001 | 0.50% | 0.00% |
Select Stocks to Compare
Popular: EPP vs SPYCLOA vs SPY
More Comparisons
Compare with similar stocks