EQTY vs CLOI
Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and VANECK CLO ETF (CLOI, ETF).
EQTY vs CLOI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQTY
$1.20B
Winner
CLOI
$1.30B
Expense Ratio
EQTY
0.99%
Winner
CLOI
0.36%
Max Drawdown
EQTY
17.28%
Winner
CLOI
3.76%
Sharpe Ratio
EQTY
1.14
Winner
CLOI
1.44
5Y Beta
EQTY
0.86
Winner
CLOI
0.08
P/E Ratio
EQTY
28.73
CLOI
N/A
Forward P/E
EQTY
20.30
CLOI
N/A
PEG Ratio
EQTY
0.98
CLOI
N/A
5Y EPS CAGR
EQTY
13.82%
CLOI
N/A
Debt to Equity
EQTY
51.13%
CLOI
N/A
P/S Ratio
EQTY
2.57
CLOI
N/A
P/B Ratio
EQTY
3.60
CLOI
N/A
EQTY vs CLOI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQTY
+3.27%
CLOI
+0.80%
3M
EQTY
-0.28%
Winner
CLOI
+0.99%
6M
Winner
EQTY
+7.17%
CLOI
+2.32%
1Y
Winner
EQTY
+18.77%
CLOI
+5.72%
Max(CAGR)
Winner
EQTY
+16.68%
CLOI
+7.02%
EQTY vs CLOI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EQTY | CLOI |
|---|---|---|
| 2026 | +1.69% | +1.51% |
| 2025 | +13.71% | +5.81% |
| 2024 | +20.68% | +8.08% |
| 2023 | +26.48% | +8.74% |
| 2022 | -3.83% | +2.59% |
EQTY vs CLOI Drawdown Comparison
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The maximum drawdown for CLOI was -3.25%, occurring on Apr 4, 2025. Recovery took 22 trading sessions.
The current EQTY drawdown is -2.51%.
| Rank | EQTY | CLOI |
|---|---|---|
| #1 | -17.28% Feb 6, 2025 - Jul 2, 2025 | -3.25% Apr 1, 2025 - May 2, 2025 |
| #2 | -11.85% Jan 28, 2026 - Mar 27, 2026 | -2.70% Aug 18, 2022 - Dec 14, 2022 |
| #3 | -11.46% Aug 1, 2023 - Dec 13, 2023 | -1.29% Jun 23, 2022 - Aug 1, 2022 |
| #4 | -9.60% Feb 2, 2023 - Jun 12, 2023 | -0.88% Mar 8, 2023 - Apr 12, 2023 |
| #5 | -6.79% Jul 16, 2024 - Aug 21, 2024 | -0.62% Feb 25, 2026 - Apr 8, 2026 |
| #6 | -6.75% Dec 13, 2022 - Jan 11, 2023 | -0.49% Mar 18, 2025 - Apr 1, 2025 |
| #7 | -6.35% Oct 27, 2025 - Dec 5, 2025 | -0.43% Apr 24, 2024 - May 7, 2024 |
| #8 | -5.10% Mar 28, 2024 - Jul 10, 2024 | -0.32% Nov 29, 2023 - Dec 13, 2023 |
| #9 | -4.35% Dec 11, 2024 - Jan 21, 2025 | -0.29% Feb 13, 2024 - Feb 28, 2024 |
| #10 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -0.27% Nov 7, 2023 - Nov 14, 2023 |
| #11 | -2.93% Jul 25, 2025 - Aug 12, 2025 | -0.26% May 19, 2025 - May 27, 2025 |
| #12 | -2.90% Nov 11, 2024 - Nov 26, 2024 | -0.25% Jul 8, 2025 - Jul 21, 2025 |
| #13 | -2.88% Sep 11, 2025 - Oct 8, 2025 | -0.23% Dec 14, 2022 - Dec 22, 2022 |
| #14 | -2.86% Oct 8, 2025 - Oct 20, 2025 | -0.23% May 13, 2025 - May 16, 2025 |
| #15 | -2.58% Jan 12, 2023 - Jan 23, 2023 | -0.23% Jul 25, 2025 - Aug 4, 2025 |
Correlation
Correlation between EQTY and CLOI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
EQTY vs CLOI dividend yield comparison.
| Year | EQTY | CLOI |
|---|---|---|
| 2026 | 0.00% | 1.66% |
| 2025 | 0.02% | 5.61% |
| 2024 | 0.33% | 6.71% |
| 2023 | 0.26% | 5.61% |
| 2022 | 0.08% | 2.23% |
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