FENY vs CLOA
Comparison between FIDELITY MSCI ENERGY INDEX ETF (FENY, ETF) and BlackRock AAA CLO ETF (CLOA, ETF).
FENY vs CLOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FENY
$2B
Winner
CLOA
$2.10B
Expense Ratio
Winner
FENY
0.08%
CLOA
0.20%
Max Drawdown
FENY
78.93%
Winner
CLOA
2.02%
Sharpe Ratio
FENY
1.76
Winner
CLOA
2.26
5Y Beta
FENY
0.58
Winner
CLOA
0.04
P/E Ratio
FENY
26.14
CLOA
N/A
Forward P/E
FENY
13.05
CLOA
N/A
5Y Dividends CAGR
FENY
9.85%
CLOA
N/A
5Y EPS CAGR
FENY
20.22%
CLOA
N/A
P/S Ratio
FENY
1.49
CLOA
N/A
P/B Ratio
FENY
2.32
CLOA
N/A
FENY vs CLOA - Historical Returns
Returns include dividend reinvestment.
1M
FENY
-3.91%
Winner
CLOA
+0.40%
3M
Winner
FENY
+2.40%
CLOA
+1.54%
6M
Winner
FENY
+26.87%
CLOA
+2.55%
1Y
Winner
FENY
+45.44%
CLOA
+5.38%
5Y(CAGR)
FENY
+20.05%
CLOA
N/A
10Y(CAGR)
FENY
+9.12%
CLOA
N/A
Max(CAGR)
FENY
+5.48%
Winner
CLOA
+6.82%
FENY vs CLOA - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FENY | CLOA |
|---|---|---|
| 2026 | +27.00% | +2.03% |
| 2025 | +5.86% | +5.44% |
| 2024 | +5.52% | +7.23% |
| 2023 | +4.14% | +8.37% |
| 2022 | +57.99% | N/A |
| 2021 | +55.08% | N/A |
| 2020 | -33.65% | N/A |
| 2019 | +6.75% | N/A |
| 2018 | -21.32% | N/A |
| 2017 | -3.58% | N/A |
| 2016 | +27.18% | N/A |
| 2015 | -23.35% | N/A |
| 2014 | -8.54% | N/A |
| 2013 | +3.69% | N/A |
FENY vs CLOA Drawdown Comparison
The maximum drawdown for FENY was -74.36%, occurring on Mar 18, 2020. Recovery took 1969 trading sessions.
The maximum drawdown for CLOA was -1.34%, occurring on Mar 22, 2023. Recovery took 38 trading sessions.
The current FENY drawdown is -8.16%.
| Rank | FENY | CLOA |
|---|---|---|
| #1 | -74.36% Jun 23, 2014 - Apr 18, 2022 | -1.34% Feb 22, 2023 - Apr 18, 2023 |
| #2 | -26.59% Jun 7, 2022 - Nov 1, 2022 | -1.13% Mar 4, 2025 - Apr 28, 2025 |
| #3 | -21.47% Nov 22, 2024 - Jan 5, 2026 | -0.33% Feb 20, 2025 - Feb 27, 2025 |
| #4 | -18.50% Nov 15, 2022 - Sep 8, 2023 | -0.29% Aug 2, 2024 - Aug 13, 2024 |
| #5 | -13.42% Apr 5, 2024 - Nov 20, 2024 | -0.24% Feb 1, 2023 - Feb 3, 2023 |
| #6 | -13.04% Sep 14, 2023 - Mar 19, 2024 | -0.20% Oct 9, 2023 - Oct 20, 2023 |
| #7 | -11.78% Mar 27, 2026 - Apr 17, 2026 | -0.18% Jun 2, 2023 - Jun 6, 2023 |
| #8 | -9.43% Apr 18, 2022 - May 4, 2022 | -0.18% Feb 24, 2026 - Mar 11, 2026 |
| #9 | -8.49% May 6, 2022 - May 17, 2022 | -0.18% Nov 27, 2023 - Nov 29, 2023 |
| #10 | -8.04% Dec 31, 2013 - Mar 28, 2014 | -0.16% Feb 17, 2023 - Feb 22, 2023 |
| #11 | -5.08% Nov 8, 2022 - Nov 15, 2022 | -0.16% May 9, 2023 - May 23, 2023 |
| #12 | -3.60% Nov 22, 2013 - Dec 26, 2013 | -0.13% Nov 13, 2024 - Nov 19, 2024 |
| #13 | -3.51% Jan 5, 2026 - Jan 13, 2026 | -0.13% Sep 10, 2025 - Sep 19, 2025 |
| #14 | -2.96% May 17, 2022 - May 23, 2022 | -0.13% Dec 11, 2023 - Dec 15, 2023 |
| #15 | -2.34% Mar 2, 2026 - Mar 12, 2026 | -0.12% Oct 8, 2025 - Oct 24, 2025 |
Correlation
Correlation between FENY and CLOA is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2013 - 2026)
FENY vs CLOA dividend yield comparison.
| Year | FENY | CLOA |
|---|---|---|
| 2026 | 0.59% | 1.90% |
| 2025 | 3.18% | 5.35% |
| 2024 | 3.05% | 6.01% |
| 2023 | 3.33% | 5.88% |
| 2022 | 3.33% | 0.00% |
| 2021 | 3.69% | 0.00% |
| 2020 | 4.60% | 0.00% |
| 2019 | 6.43% | 0.00% |
| 2018 | 3.21% | 0.00% |
| 2017 | 2.94% | 0.00% |
| 2016 | 2.29% | 0.00% |
| 2015 | 3.05% | 0.00% |
| 2014 | 1.91% | 0.00% |
| 2013 | 0.32% | 0.00% |
Select Stocks to Compare
Popular: FENY vs SPYCLOA vs SPY
More Comparisons
Compare with similar stocks