IBTJ vs CLOI
Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and VANECK CLO ETF (CLOI, ETF).
IBTJ vs CLOI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTJ
$1.20B
Winner
CLOI
$1.30B
Expense Ratio
Winner
IBTJ
0.07%
CLOI
0.36%
Max Drawdown
IBTJ
23.49%
Winner
CLOI
3.76%
Sharpe Ratio
IBTJ
-0.04
Winner
CLOI
1.44
5Y Beta
Winner
IBTJ
-0.02
CLOI
0.08
5Y Dividends CAGR
IBTJ
35.65%
CLOI
N/A
IBTJ vs CLOI - Historical Returns
Returns include dividend reinvestment.
1M
IBTJ
+0.02%
Winner
CLOI
+0.80%
3M
IBTJ
-0.05%
Winner
CLOI
+0.99%
6M
IBTJ
+0.80%
Winner
CLOI
+2.32%
1Y
IBTJ
+3.96%
Winner
CLOI
+5.72%
5Y(CAGR)
IBTJ
+0.08%
CLOI
N/A
Max(CAGR)
IBTJ
-0.06%
Winner
CLOI
+7.02%
IBTJ vs CLOI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTJ | CLOI |
|---|---|---|
| 2026 | +0.28% | +1.51% |
| 2025 | +6.89% | +5.81% |
| 2024 | +2.10% | +8.08% |
| 2023 | +3.96% | +8.74% |
| 2022 | -11.80% | +2.59% |
| 2021 | -3.59% | N/A |
| 2020 | +3.50% | N/A |
IBTJ vs CLOI Drawdown Comparison
The maximum drawdown for IBTJ was -20.19%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for CLOI was -3.25%, occurring on Apr 4, 2025. Recovery took 22 trading sessions.
The current IBTJ drawdown is -5.96%.
| Rank | IBTJ | CLOI |
|---|---|---|
| #1 | -20.19% Aug 4, 2020 - Oct 20, 2022 | -3.25% Apr 1, 2025 - May 2, 2025 |
| #2 | -5.30% Mar 9, 2020 - Apr 3, 2020 | -2.70% Aug 18, 2022 - Dec 14, 2022 |
| #3 | -2.27% Apr 21, 2020 - Jul 21, 2020 | -1.29% Jun 23, 2022 - Aug 1, 2022 |
| #4 | -1.20% Apr 3, 2020 - Apr 15, 2020 | -0.88% Mar 8, 2023 - Apr 12, 2023 |
| #5 | -0.25% Apr 16, 2020 - Apr 20, 2020 | -0.62% Feb 25, 2026 - Apr 8, 2026 |
| #6 | -0.24% Jul 23, 2020 - Jul 28, 2020 | -0.49% Mar 18, 2025 - Apr 1, 2025 |
| #7 | -0.10% Jul 31, 2020 - Aug 4, 2020 | -0.43% Apr 24, 2024 - May 7, 2024 |
| #8 | N/A | -0.32% Nov 29, 2023 - Dec 13, 2023 |
| #9 | N/A | -0.29% Feb 13, 2024 - Feb 28, 2024 |
| #10 | N/A | -0.27% Nov 7, 2023 - Nov 14, 2023 |
| #11 | N/A | -0.26% May 19, 2025 - May 27, 2025 |
| #12 | N/A | -0.25% Jul 8, 2025 - Jul 21, 2025 |
| #13 | N/A | -0.23% Dec 14, 2022 - Dec 22, 2022 |
| #14 | N/A | -0.23% May 13, 2025 - May 16, 2025 |
| #15 | N/A | -0.23% Jul 25, 2025 - Aug 4, 2025 |
Correlation
Correlation between IBTJ and CLOI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2020 - 2026)
IBTJ vs CLOI dividend yield comparison.
| Year | IBTJ | CLOI |
|---|---|---|
| 2026 | 1.24% | 1.66% |
| 2025 | 3.78% | 5.61% |
| 2024 | 3.95% | 6.71% |
| 2023 | 3.48% | 5.61% |
| 2022 | 1.86% | 2.23% |
| 2021 | 0.74% | 0.00% |
| 2020 | 0.61% | 0.00% |
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