IWC vs CLOI

Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and VANECK CLO ETF (CLOI, ETF).

IWC vs CLOI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWC(ETF)	CLOI(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.60%	0.36%
Max Drawdown	65.20%	3.76%
Sharpe Ratio	2.19	1.44
5Y Beta	1.17	0.08
P/E Ratio	-28.13	N/A
Forward P/E	13.61	N/A
5Y Dividends CAGR	11.12%	N/A
Debt to Equity	73.09%	N/A
P/S Ratio	1.41	N/A
P/B Ratio	1.82	N/A

Net Assets

IWC

$1.20B

Winner

CLOI

$1.30B

Expense Ratio

IWC

0.60%

Winner

CLOI

0.36%

Max Drawdown

IWC

65.20%

Winner

CLOI

3.76%

Sharpe Ratio

Winner

IWC

2.19

CLOI

1.44

5Y Beta

IWC

1.17

Winner

CLOI

0.08

P/E Ratio

IWC

-28.13

CLOI

N/A

Forward P/E

IWC

13.61

CLOI

N/A

5Y Dividends CAGR

IWC

11.12%

CLOI

N/A

Debt to Equity

IWC

73.09%

CLOI

N/A

P/S Ratio

IWC

1.41

CLOI

N/A

P/B Ratio

IWC

1.82

CLOI

N/A

IWC vs CLOI - Historical Returns

Returns include dividend reinvestment.

Period	IWC	CLOI
1 month	+10.28%	+0.80%
3 months	+8.67%	+0.99%
6 months	+25.15%	+2.32%
1 year	+64.30%	+5.72%
5 years(CAGR)	+6.11%	N/A
10 years(CAGR)	+11.70%	N/A
Max(CAGR)	+7.74%	+7.02%

Winner

IWC

+10.28%

CLOI

+0.80%

Winner

IWC

+8.67%

CLOI

+0.99%

Winner

IWC

+25.15%

CLOI

+2.32%

Winner

IWC

+64.30%

CLOI

+5.72%

5Y(CAGR)

IWC

+6.11%

CLOI

N/A

10Y(CAGR)

IWC

+11.70%

CLOI

N/A

Max(CAGR)

Winner

IWC

+7.74%

CLOI

+7.02%

IWC vs CLOI - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IWC	CLOI
2026	+17.18%	+1.51%
2025	+22.31%	+5.81%
2024	+14.33%	+8.08%
2023	+9.83%	+8.74%
2022	-23.36%	+2.59%
2021	+19.37%	N/A
2020	+21.33%	N/A
2019	+20.16%	N/A
2018	-14.02%	N/A
2017	+12.24%	N/A
2016	+23.81%	N/A
2015	-4.75%	N/A
2014	+4.30%	N/A
2013	+40.53%	N/A
2012	+17.20%	N/A
2011	-11.41%	N/A
2010	+25.96%	N/A
2009	+23.05%	N/A
2008	-38.31%	N/A
2007	-8.99%	N/A
2006	+13.12%	N/A
2005	+2.82%	N/A

IWC vs CLOI Drawdown Comparison

The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.

The maximum drawdown for CLOI was -3.25%, occurring on Apr 4, 2025. Recovery took 22 trading sessions.

The current IWC drawdown is -1.49%.

Rank	IWC	CLOI
#1	-64.60% Jun 19, 2007 - Mar 8, 2013	-3.25% Apr 1, 2025 - May 2, 2025
#2	-47.20% Aug 31, 2018 - Nov 23, 2020	-2.70% Aug 18, 2022 - Dec 14, 2022
#3	-41.06% Mar 12, 2021 - Sep 18, 2025	-1.29% Jun 23, 2022 - Aug 1, 2022
#4	-28.70% Jun 23, 2015 - Nov 21, 2016	-0.88% Mar 8, 2023 - Apr 12, 2023
#5	-16.66% Mar 5, 2014 - Mar 18, 2015	-0.62% Feb 25, 2026 - Apr 8, 2026
#6	-15.04% May 5, 2006 - Dec 27, 2006	-0.49% Mar 18, 2025 - Apr 1, 2025
#7	-12.43% Jan 22, 2026 - Apr 15, 2026	-0.43% Apr 24, 2024 - May 7, 2024
#8	-9.98% Oct 15, 2025 - Dec 4, 2025	-0.32% Nov 29, 2023 - Dec 13, 2023
#9	-8.81% Jan 23, 2018 - Mar 9, 2018	-0.29% Feb 13, 2024 - Feb 28, 2024
#10	-8.63% Feb 22, 2007 - Jun 1, 2007	-0.27% Nov 7, 2023 - Nov 14, 2023
#11	-8.61% Sep 12, 2005 - Dec 1, 2005	-0.26% May 19, 2025 - May 27, 2025
#12	-8.24% Feb 9, 2021 - Mar 10, 2021	-0.25% Jul 8, 2025 - Jul 21, 2025
#13	-8.08% Jan 22, 2014 - Feb 27, 2014	-0.23% Dec 14, 2022 - Dec 22, 2022
#14	-7.28% Mar 12, 2018 - May 11, 2018	-0.23% May 13, 2025 - May 16, 2025
#15	-6.89% Jul 25, 2017 - Sep 18, 2017	-0.23% Jul 25, 2025 - Aug 4, 2025

Correlation

Correlation between IWC and CLOI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2005 - 2026)

IWC vs CLOI dividend yield comparison.

Year	IWC	CLOI
2026	0.13%	1.66%
2025	1.10%	5.61%
2024	1.06%	6.71%
2023	1.17%	5.61%
2022	1.18%	2.23%
2021	0.78%	0.00%
2020	0.98%	0.00%
2019	1.19%	0.00%
2018	1.01%	0.00%
2017	1.09%	0.00%
2016	1.16%	0.00%
2015	1.49%	0.00%
2014	1.11%	0.00%
2013	1.01%	0.00%
2012	1.95%	0.00%
2011	1.21%	0.00%
2010	0.82%	0.00%
2009	0.82%	0.00%
2008	1.31%	0.00%
2007	0.79%	0.00%
2006	0.51%	0.00%
2005	0.19%	0.00%