FPX vs CLOI
Comparison between FIRST TRUST US EQUITY OPPORTUNITIES ETF (FPX, ETF) and VANECK CLO ETF (CLOI, ETF).
FPX vs CLOI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FPX
$1.20B
Winner
CLOI
$1.30B
Expense Ratio
FPX
0.61%
Winner
CLOI
0.36%
Max Drawdown
FPX
56.41%
Winner
CLOI
3.76%
Sharpe Ratio
Winner
FPX
1.78
CLOI
1.44
5Y Beta
FPX
1.41
Winner
CLOI
0.08
P/E Ratio
FPX
63.67
CLOI
N/A
Forward P/E
FPX
28.04
CLOI
N/A
5Y Dividends CAGR
FPX
17.47%
CLOI
N/A
Debt to Equity
FPX
79.79%
CLOI
N/A
P/S Ratio
FPX
2.20
CLOI
N/A
P/B Ratio
FPX
4.32
CLOI
N/A
FPX vs CLOI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FPX
+10.65%
CLOI
+0.80%
3M
Winner
FPX
+13.05%
CLOI
+0.99%
6M
Winner
FPX
+14.85%
CLOI
+2.32%
1Y
Winner
FPX
+49.04%
CLOI
+5.72%
5Y(CAGR)
FPX
+10.21%
CLOI
N/A
10Y(CAGR)
FPX
+14.57%
CLOI
N/A
Max(CAGR)
Winner
FPX
+13.01%
CLOI
+7.02%
FPX vs CLOI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FPX | CLOI |
|---|---|---|
| 2026 | +13.42% | +1.51% |
| 2025 | +35.67% | +5.81% |
| 2024 | +28.64% | +8.08% |
| 2023 | +23.84% | +8.74% |
| 2022 | -34.67% | +2.59% |
| 2021 | +5.27% | N/A |
| 2020 | +46.85% | N/A |
| 2019 | +30.60% | N/A |
| 2018 | -8.91% | N/A |
| 2017 | +26.26% | N/A |
| 2016 | +8.74% | N/A |
| 2015 | +1.98% | N/A |
| 2014 | +12.63% | N/A |
| 2013 | +44.45% | N/A |
| 2012 | +29.08% | N/A |
| 2011 | +1.87% | N/A |
| 2010 | +16.58% | N/A |
| 2009 | +42.26% | N/A |
| 2008 | -42.62% | N/A |
| 2007 | +14.86% | N/A |
| 2006 | +17.97% | N/A |
FPX vs CLOI Drawdown Comparison
The maximum drawdown for FPX was -56.29%, occurring on Nov 20, 2008. Recovery took 789 trading sessions.
The maximum drawdown for CLOI was -3.25%, occurring on Apr 4, 2025. Recovery took 22 trading sessions.
The current FPX drawdown is -0.94%.
| Rank | FPX | CLOI |
|---|---|---|
| #1 | -56.29% Dec 26, 2007 - Feb 11, 2011 | -3.25% Apr 1, 2025 - May 2, 2025 |
| #2 | -43.14% Nov 9, 2021 - Feb 5, 2025 | -2.70% Aug 18, 2022 - Dec 14, 2022 |
| #3 | -36.97% Feb 19, 2020 - Jul 8, 2020 | -1.29% Jun 23, 2022 - Aug 1, 2022 |
| #4 | -30.88% Feb 18, 2025 - Jun 26, 2025 | -0.88% Mar 8, 2023 - Apr 12, 2023 |
| #5 | -24.12% Jul 20, 2015 - Feb 3, 2017 | -0.62% Feb 25, 2026 - Apr 8, 2026 |
| #6 | -23.55% Aug 29, 2018 - Apr 3, 2019 | -0.49% Mar 18, 2025 - Apr 1, 2025 |
| #7 | -22.63% Jul 7, 2011 - Feb 3, 2012 | -0.43% Apr 24, 2024 - May 7, 2024 |
| #8 | -18.69% Feb 12, 2021 - Nov 9, 2021 | -0.32% Nov 29, 2023 - Dec 13, 2023 |
| #9 | -14.36% Jul 13, 2007 - Dec 26, 2007 | -0.29% Feb 13, 2024 - Feb 28, 2024 |
| #10 | -12.28% Oct 29, 2025 - Dec 10, 2025 | -0.27% Nov 7, 2023 - Nov 14, 2023 |
| #11 | -12.07% Dec 11, 2025 - Apr 13, 2026 | -0.26% May 19, 2025 - May 27, 2025 |
| #12 | -12.04% Apr 2, 2012 - Sep 13, 2012 | -0.25% Jul 8, 2025 - Jul 21, 2025 |
| #13 | -10.85% Sep 11, 2014 - Nov 21, 2014 | -0.23% Dec 14, 2022 - Dec 22, 2022 |
| #14 | -10.23% Jan 26, 2018 - Jun 18, 2018 | -0.23% May 13, 2025 - May 16, 2025 |
| #15 | -10.22% Sep 1, 2020 - Oct 7, 2020 | -0.23% Jul 25, 2025 - Aug 4, 2025 |
Correlation
Correlation between FPX and CLOI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
FPX vs CLOI dividend yield comparison.
| Year | FPX | CLOI |
|---|---|---|
| 2026 | 0.04% | 1.66% |
| 2025 | 0.53% | 5.61% |
| 2024 | 0.09% | 6.71% |
| 2023 | 0.27% | 5.61% |
| 2022 | 1.08% | 2.23% |
| 2021 | 0.14% | 0.00% |
| 2020 | 0.28% | 0.00% |
| 2019 | 0.67% | 0.00% |
| 2018 | 0.88% | 0.00% |
| 2017 | 0.68% | 0.00% |
| 2016 | 0.77% | 0.00% |
| 2015 | 0.62% | 0.00% |
| 2014 | 0.79% | 0.00% |
| 2013 | 0.51% | 0.00% |
| 2012 | 1.12% | 0.00% |
| 2011 | 1.06% | 0.00% |
| 2010 | 0.95% | 0.00% |
| 2009 | 1.92% | 0.00% |
| 2008 | 1.08% | 0.00% |
| 2007 | 0.25% | 0.00% |
Select Stocks to Compare
Popular: FPX vs SPYCLOI vs SPY
More Comparisons
Compare with similar stocks