ISCF vs CLOZ
Comparison between ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF (ISCF, ETF) and ELDRIDGE BBB-B CLO ETF (CLOZ, ETF).
ISCF vs CLOZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ISCF
$633M
CLOZ
$632M
Expense Ratio
Winner
ISCF
0.24%
CLOZ
0.50%
Max Drawdown
ISCF
43.64%
Winner
CLOZ
6.72%
Sharpe Ratio
Winner
ISCF
1.04
CLOZ
0.76
5Y Beta
ISCF
0.71
Winner
CLOZ
0.15
5Y Dividends CAGR
ISCF
14.05%
CLOZ
N/A
ISCF vs CLOZ - Historical Returns
Returns include dividend reinvestment.
1M
ISCF
-1.25%
Winner
CLOZ
+0.45%
3M
ISCF
+0.69%
Winner
CLOZ
+4.56%
6M
Winner
ISCF
+7.72%
CLOZ
+2.87%
1Y
Winner
ISCF
+19.24%
CLOZ
+6.10%
5Y(CAGR)
ISCF
+6.92%
CLOZ
N/A
10Y(CAGR)
ISCF
+9.02%
CLOZ
N/A
Max(CAGR)
ISCF
+8.33%
Winner
CLOZ
+10.40%
ISCF vs CLOZ - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ISCF | CLOZ |
|---|---|---|
| 2026 | +4.62% | +2.32% |
| 2025 | +34.44% | +5.89% |
| 2024 | +6.29% | +11.34% |
| 2023 | +11.76% | +14.91% |
| 2022 | -15.12% | N/A |
| 2021 | +12.61% | N/A |
| 2020 | +6.63% | N/A |
| 2019 | +26.29% | N/A |
| 2018 | -19.49% | N/A |
| 2017 | +37.47% | N/A |
| 2016 | -1.26% | N/A |
| 2015 | +1.67% | N/A |
ISCF vs CLOZ Drawdown Comparison
The maximum drawdown for ISCF was -40.80%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The maximum drawdown for CLOZ was -5.32%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current ISCF drawdown is -4.28%. The current CLOZ drawdown is -0.25%.
| Rank | ISCF | CLOZ |
|---|---|---|
| #1 | -40.80% Jan 26, 2018 - Dec 4, 2020 | -5.32% Feb 19, 2025 - May 14, 2025 |
| #2 | -30.65% Sep 3, 2021 - Sep 19, 2024 | -3.90% Feb 3, 2026 - Apr 28, 2026 |
| #3 | -17.18% Jul 9, 2015 - Sep 26, 2016 | -2.69% Feb 23, 2023 - Apr 10, 2023 |
| #4 | -13.25% Mar 19, 2025 - Apr 24, 2025 | -1.38% Jul 29, 2024 - Aug 22, 2024 |
| #5 | -11.34% Feb 26, 2026 - Mar 27, 2026 | -1.12% Oct 8, 2025 - Nov 26, 2025 |
| #6 | -9.19% Sep 26, 2024 - Mar 17, 2025 | -0.59% May 1, 2023 - May 26, 2023 |
| #7 | -7.97% Sep 28, 2016 - Feb 3, 2017 | -0.56% Dec 20, 2023 - Jan 2, 2024 |
| #8 | -6.33% Oct 6, 2025 - Dec 11, 2025 | -0.43% May 29, 2025 - Jun 18, 2025 |
| #9 | -6.17% May 22, 2015 - Jul 9, 2015 | -0.41% Jan 2, 2024 - Jan 10, 2024 |
| #10 | -4.82% Feb 16, 2021 - Mar 17, 2021 | -0.41% Jun 23, 2025 - Jul 3, 2025 |
| #11 | -4.11% Jun 14, 2021 - Jul 26, 2021 | -0.41% Sep 26, 2023 - Oct 17, 2023 |
| #12 | -3.92% May 7, 2021 - May 28, 2021 | -0.38% Sep 23, 2024 - Oct 16, 2024 |
| #13 | -3.53% Jul 23, 2025 - Aug 12, 2025 | -0.37% Sep 17, 2025 - Oct 3, 2025 |
| #14 | -3.10% Jan 21, 2021 - Feb 5, 2021 | -0.34% Oct 17, 2023 - Nov 9, 2023 |
| #15 | -3.09% Aug 3, 2021 - Aug 30, 2021 | -0.32% Apr 1, 2024 - Apr 8, 2024 |
Correlation
Correlation between ISCF and CLOZ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2015 - 2026)
ISCF vs CLOZ dividend yield comparison.
| Year | ISCF | CLOZ |
|---|---|---|
| 2026 | 0.00% | 2.96% |
| 2025 | 3.76% | 7.63% |
| 2024 | 4.29% | 9.09% |
| 2023 | 3.94% | 8.81% |
| 2022 | 2.73% | 0.00% |
| 2021 | 3.93% | 0.00% |
| 2020 | 2.30% | 0.00% |
| 2019 | 2.87% | 0.00% |
| 2018 | 2.14% | 0.00% |
| 2017 | 1.97% | 0.00% |
| 2016 | 2.89% | 0.00% |
| 2015 | 1.46% | 0.00% |
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