FAN vs CLOX
Comparison between FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF) and ELDRIDGE AAA CLO ETF (CLOX, ETF).
FAN vs CLOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FAN
$304M
CLOX
$304M
Expense Ratio
FAN
0.60%
Winner
CLOX
0.20%
Max Drawdown
FAN
80.62%
Winner
CLOX
4.97%
Sharpe Ratio
Winner
FAN
1.20
CLOX
1.06
5Y Beta
FAN
0.70
Winner
CLOX
0.05
5Y Dividends CAGR
FAN
1.30%
CLOX
N/A
FAN vs CLOX - Historical Returns
Returns include dividend reinvestment.
1M
FAN
-3.66%
Winner
CLOX
+0.29%
3M
FAN
-3.81%
Winner
CLOX
+1.31%
6M
Winner
FAN
+12.40%
CLOX
+2.29%
1Y
Winner
FAN
+29.32%
CLOX
+5.28%
5Y(CAGR)
FAN
+4.32%
CLOX
N/A
10Y(CAGR)
FAN
+9.01%
CLOX
N/A
Max(CAGR)
FAN
+0.93%
Winner
CLOX
+6.42%
FAN vs CLOX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FAN | CLOX |
|---|---|---|
| 2026 | +14.89% | +2.60% |
| 2025 | +39.24% | +5.55% |
| 2024 | -7.56% | +7.03% |
| 2023 | -3.92% | +3.93% |
| 2022 | -14.43% | N/A |
| 2021 | -14.12% | N/A |
| 2020 | +61.13% | N/A |
| 2019 | +31.68% | N/A |
| 2018 | -12.10% | N/A |
| 2017 | +15.91% | N/A |
| 2016 | +10.50% | N/A |
| 2015 | +10.74% | N/A |
| 2014 | -7.62% | N/A |
| 2013 | +62.57% | N/A |
| 2012 | -13.58% | N/A |
| 2011 | -23.42% | N/A |
| 2010 | -32.37% | N/A |
| 2009 | +19.44% | N/A |
| 2008 | -56.68% | N/A |
FAN vs CLOX Drawdown Comparison
The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.
The maximum drawdown for CLOX was -4.13%, occurring on Apr 4, 2025. Recovery took 40 trading sessions.
The current FAN drawdown is -10.38%. The current CLOX drawdown is -0.04%.
| Rank | FAN | CLOX |
|---|---|---|
| #1 | -79.84% Jun 27, 2008 - Dec 23, 2020 | -4.13% Mar 6, 2025 - May 2, 2025 |
| #2 | -46.30% Jan 7, 2021 - Feb 25, 2026 | -0.66% Feb 26, 2026 - Mar 24, 2026 |
| #3 | -12.07% May 6, 2026 - Jul 13, 2026 | -0.49% Aug 1, 2024 - Aug 15, 2024 |
| #4 | -5.26% Mar 2, 2026 - Mar 31, 2026 | -0.39% Apr 8, 2024 - Apr 22, 2024 |
| #5 | -2.11% Apr 27, 2026 - Apr 30, 2026 | -0.32% Oct 11, 2023 - Oct 20, 2023 |
| #6 | -2.05% Apr 14, 2026 - Apr 23, 2026 | -0.31% Jun 3, 2025 - Jun 23, 2025 |
| #7 | -1.59% Apr 30, 2026 - May 5, 2026 | -0.29% Oct 14, 2024 - Oct 28, 2024 |
| #8 | -0.47% Apr 10, 2026 - Apr 14, 2026 | -0.27% May 13, 2025 - May 16, 2025 |
| #9 | -0.34% Dec 30, 2020 - Jan 4, 2021 | -0.27% Jul 2, 2026 - Jul 8, 2026 |
| #10 | N/A | -0.27% May 29, 2024 - Jun 6, 2024 |
| #11 | N/A | -0.26% Sep 6, 2024 - Sep 18, 2024 |
| #12 | N/A | -0.24% Dec 18, 2023 - Dec 22, 2023 |
| #13 | N/A | -0.23% Nov 15, 2023 - Nov 29, 2023 |
| #14 | N/A | -0.22% Apr 30, 2026 - May 8, 2026 |
| #15 | N/A | -0.22% Sep 29, 2023 - Oct 11, 2023 |
Correlation
Correlation between FAN and CLOX is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2008 - 2026)
FAN vs CLOX dividend yield comparison.
| Year | FAN | CLOX |
|---|---|---|
| 2026 | 0.36% | 2.34% |
| 2025 | 1.35% | 5.18% |
| 2024 | 1.52% | 6.25% |
| 2023 | 1.71% | 2.90% |
| 2022 | 1.50% | 0.00% |
| 2021 | 1.79% | 0.00% |
| 2020 | 0.84% | 0.00% |
| 2019 | 2.42% | 0.00% |
| 2018 | 2.67% | 0.00% |
| 2017 | 2.59% | 0.00% |
| 2016 | 6.04% | 0.00% |
| 2015 | 2.35% | 0.00% |
| 2014 | 2.61% | 0.00% |
| 2013 | 0.71% | 0.00% |
| 2012 | 1.63% | 0.00% |
| 2011 | 0.74% | 0.00% |
| 2010 | 0.90% | 0.00% |
| 2009 | 2.14% | 0.00% |
| 2008 | 0.32% | 0.00% |
Select Stocks to Compare
Popular: FAN vs SPYCLOX vs SPY
More Comparisons
Compare with similar stocks