FFIU vs CLOC

Comparison between UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF (FFIU, ETF) and AAM CRESCENT CLO ETF (CLOC, ETF).

FFIU vs CLOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FFIU(ETF)	CLOC(ETF)
Net Assets	$54M	$53M
Expense Ratio	0.54%	0.18%
Max Drawdown	25.26%	1.70%
Sharpe Ratio	0.10	1.91
5Y Beta	0.08	0.01
5Y Dividends CAGR	2.23%	N/A

Net Assets

Winner

FFIU

$54M

CLOC

$53M

Expense Ratio

FFIU

0.54%

Winner

CLOC

0.18%

Max Drawdown

FFIU

25.26%

Winner

CLOC

1.70%

Sharpe Ratio

FFIU

0.10

Winner

CLOC

1.91

5Y Beta

FFIU

0.08

Winner

CLOC

0.01

5Y Dividends CAGR

FFIU

2.23%

CLOC

N/A

FFIU vs CLOC - Historical Returns

Returns include dividend reinvestment.

Period	FFIU	CLOC
1 month	-0.28%	+0.60%
3 months	-1.22%	+1.90%
6 months	-0.60%	+2.72%
1 year	+4.55%	N/A
5 years(CAGR)	-0.11%	N/A
10 years(CAGR)	+1.60%	N/A
Max(CAGR)	+1.60%	+5.44%

FFIU

-0.28%

Winner

CLOC

+0.60%

FFIU

-1.22%

Winner

CLOC

+1.90%

FFIU

-0.60%

Winner

CLOC

+2.72%

FFIU

+4.55%

CLOC

N/A

5Y(CAGR)

FFIU

-0.11%

CLOC

N/A

10Y(CAGR)

FFIU

+1.60%

CLOC

N/A

Max(CAGR)

FFIU

+1.60%

Winner

CLOC

+5.44%

FFIU vs CLOC - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	FFIU	CLOC
2026	+0.49%	+2.32%
2025	+7.95%	+0.93%
2024	+0.23%	N/A
2023	+5.79%	N/A
2022	-14.65%	N/A
2021	+0.10%	N/A
2020	+7.68%	N/A
2019	+9.50%	N/A
2018	-0.77%	N/A
2017	-0.55%	N/A

FFIU vs CLOC Drawdown Comparison

The maximum drawdown for FFIU was -20.43%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The maximum drawdown for CLOC was -0.54%, occurring on Mar 10, 2026. Recovery took 38 trading sessions.

The current FFIU drawdown is -3.16%.

Rank	FFIU	CLOC
#1	-20.43% Sep 14, 2021 - Oct 21, 2022	-0.54% Feb 11, 2026 - Apr 8, 2026
#2	-11.05% Mar 6, 2020 - Jun 19, 2020	-0.18% Dec 12, 2025 - Dec 24, 2025
#3	-5.48% Nov 2, 2017 - Jan 28, 2019	-0.06% Apr 13, 2026 - Apr 21, 2026
#4	-3.68% Dec 31, 2020 - Jun 30, 2021	-0.06% Nov 10, 2025 - Nov 13, 2025
#5	-1.83% Aug 5, 2020 - Nov 20, 2020	-0.04% Nov 25, 2025 - Dec 1, 2025
#6	-1.51% Sep 3, 2019 - Oct 3, 2019	-0.04% Oct 31, 2025 - Nov 5, 2025
#7	-1.19% Aug 2, 2021 - Sep 14, 2021	-0.02% Jun 2, 2026 - Jun 5, 2026
#8	-0.93% Oct 4, 2019 - Nov 27, 2019	-0.02% May 20, 2026 - May 22, 2026
#9	-0.76% Aug 21, 2017 - Nov 2, 2017	-0.02% Jan 30, 2026 - Feb 3, 2026
#10	-0.56% Jul 19, 2021 - Jul 30, 2021	-0.02% May 26, 2026 - May 29, 2026
#11	-0.54% Jul 8, 2021 - Jul 15, 2021	-0.02% Dec 1, 2025 - Dec 5, 2025
#12	-0.51% Jul 3, 2019 - Jul 18, 2019	-0.02% Oct 28, 2025 - Oct 31, 2025
#13	-0.46% Feb 25, 2020 - Mar 3, 2020	-0.02% Dec 10, 2025 - Dec 12, 2025
#14	-0.43% Aug 15, 2019 - Aug 26, 2019	-0.02% Nov 13, 2025 - Nov 20, 2025
#15	-0.43% Dec 8, 2020 - Dec 28, 2020	-0.02% Jan 21, 2026 - Jan 23, 2026

Correlation

Correlation between FFIU and CLOC is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

-101