FIDU vs CLOA
Comparison between FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF) and BlackRock AAA CLO ETF (CLOA, ETF).
FIDU vs CLOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIDU
$2.10B
Winner
CLOA
$2.20B
Expense Ratio
Winner
FIDU
0.08%
CLOA
0.20%
Max Drawdown
FIDU
42.69%
Winner
CLOA
2.02%
Sharpe Ratio
FIDU
1.26
Winner
CLOA
2.23
5Y Beta
FIDU
0.95
Winner
CLOA
0.04
P/E Ratio
FIDU
35.55
CLOA
N/A
Forward P/E
FIDU
25.84
CLOA
N/A
5Y Dividends CAGR
FIDU
7.96%
CLOA
N/A
5Y EPS CAGR
FIDU
12.32%
CLOA
N/A
Debt to Equity
FIDU
68.45%
CLOA
N/A
P/S Ratio
FIDU
2.91
CLOA
N/A
P/B Ratio
FIDU
6.44
CLOA
N/A
FIDU vs CLOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FIDU
+1.03%
CLOA
+0.31%
3M
Winner
FIDU
+4.22%
CLOA
+1.49%
6M
Winner
FIDU
+16.57%
CLOA
+2.54%
1Y
Winner
FIDU
+26.13%
CLOA
+5.25%
5Y(CAGR)
FIDU
+13.13%
CLOA
N/A
10Y(CAGR)
FIDU
+14.15%
CLOA
N/A
Max(CAGR)
Winner
FIDU
+12.72%
CLOA
+6.80%
FIDU vs CLOA - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FIDU | CLOA |
|---|---|---|
| 2026 | +13.02% | +2.04% |
| 2025 | +19.17% | +5.44% |
| 2024 | +17.74% | +7.23% |
| 2023 | +22.28% | +8.37% |
| 2022 | -7.83% | N/A |
| 2021 | +23.98% | N/A |
| 2020 | +11.93% | N/A |
| 2019 | +30.46% | N/A |
| 2018 | -14.44% | N/A |
| 2017 | +21.32% | N/A |
| 2016 | +22.33% | N/A |
| 2015 | -3.22% | N/A |
| 2014 | +8.05% | N/A |
| 2013 | +7.91% | N/A |
FIDU vs CLOA Drawdown Comparison
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for CLOA was -1.34%, occurring on Mar 22, 2023. Recovery took 38 trading sessions.
The current FIDU drawdown is -0.93%. The current CLOA drawdown is -0.03%.
| Rank | FIDU | CLOA |
|---|---|---|
| #1 | -42.29% Feb 12, 2020 - Nov 9, 2020 | -1.34% Feb 22, 2023 - Apr 18, 2023 |
| #2 | -24.52% Sep 21, 2018 - Jul 16, 2019 | -1.13% Mar 4, 2025 - Apr 28, 2025 |
| #3 | -22.86% Nov 16, 2021 - Jun 29, 2023 | -0.33% Feb 20, 2025 - Feb 27, 2025 |
| #4 | -20.53% Nov 29, 2024 - Jun 26, 2025 | -0.29% Aug 2, 2024 - Aug 13, 2024 |
| #5 | -16.19% Mar 2, 2015 - Apr 26, 2016 | -0.24% Feb 1, 2023 - Feb 3, 2023 |
| #6 | -12.97% Aug 1, 2023 - Dec 11, 2023 | -0.20% Oct 9, 2023 - Oct 20, 2023 |
| #7 | -12.23% Mar 2, 2026 - May 6, 2026 | -0.18% Jun 2, 2023 - Jun 6, 2023 |
| #8 | -11.25% Jun 9, 2014 - Nov 6, 2014 | -0.18% Feb 24, 2026 - Mar 11, 2026 |
| #9 | -11.11% Jan 26, 2018 - Sep 18, 2018 | -0.18% Nov 27, 2023 - Nov 29, 2023 |
| #10 | -7.70% Jul 24, 2019 - Sep 13, 2019 | -0.16% Feb 17, 2023 - Feb 22, 2023 |
| #11 | -7.31% Jan 15, 2014 - Mar 4, 2014 | -0.16% May 9, 2023 - May 23, 2023 |
| #12 | -6.60% Jun 8, 2016 - Jul 8, 2016 | -0.13% Nov 13, 2024 - Nov 19, 2024 |
| #13 | -6.54% Jul 16, 2024 - Aug 23, 2024 | -0.13% Sep 10, 2025 - Sep 19, 2025 |
| #14 | -6.38% Aug 11, 2021 - Oct 21, 2021 | -0.13% Dec 11, 2023 - Dec 15, 2023 |
| #15 | -6.37% Jan 12, 2021 - Feb 9, 2021 | -0.12% Oct 8, 2025 - Oct 24, 2025 |
Correlation
Correlation between FIDU and CLOA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2013 - 2026)
FIDU vs CLOA dividend yield comparison.
| Year | FIDU | CLOA |
|---|---|---|
| 2026 | 0.28% | 1.90% |
| 2025 | 1.02% | 5.35% |
| 2024 | 1.42% | 6.01% |
| 2023 | 1.42% | 5.88% |
| 2022 | 1.48% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.28% | 0.00% |
| 2019 | 1.73% | 0.00% |
| 2018 | 1.99% | 0.00% |
| 2017 | 1.60% | 0.00% |
| 2016 | 1.63% | 0.00% |
| 2015 | 1.98% | 0.00% |
| 2014 | 1.55% | 0.00% |
| 2013 | 0.31% | 0.00% |
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