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IYM vs CLOI

Comparison between ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF) and VANECK CLO ETF (CLOI, ETF).

IYM vs CLOI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYM
$1.20B
Winner
CLOI
$1.30B
Expense Ratio
IYM
0.38%
Winner
CLOI
0.36%
Max Drawdown
IYM
68.13%
Winner
CLOI
3.76%
Sharpe Ratio
Winner
IYM
1.89
CLOI
1.44
5Y Beta
IYM
0.85
Winner
CLOI
0.08
P/E Ratio
IYM
36.86
CLOI
N/A
Forward P/E
IYM
19.55
CLOI
N/A
PEG Ratio
IYM
0.28
CLOI
N/A
5Y Dividends CAGR
IYM
12.14%
CLOI
N/A
5Y EPS CAGR
IYM
23.53%
CLOI
N/A
Debt to Equity
IYM
32.80%
CLOI
N/A
P/S Ratio
IYM
2.67
CLOI
N/A
P/B Ratio
IYM
3.52
CLOI
N/A

IYM vs CLOI - Historical Returns

Returns include dividend reinvestment.

1M
IYM
+0.10%
Winner
CLOI
+0.80%
3M
Winner
IYM
+2.82%
CLOI
+0.99%
6M
Winner
IYM
+30.50%
CLOI
+2.32%
1Y
Winner
IYM
+42.79%
CLOI
+5.72%
5Y(CAGR)
IYM
+7.56%
CLOI
N/A
10Y(CAGR)
IYM
+11.42%
CLOI
N/A
Max(CAGR)
Winner
IYM
+8.53%
CLOI
+7.02%

IYM vs CLOI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYMCLOI
2026+17.81%+1.51%
2025+21.73%+5.81%
2024-4.30%+8.08%
2023+13.12%+8.74%
2022-8.41%+2.59%
2021+26.40%N/A
2020+19.04%N/A
2019+18.37%N/A
2018-17.86%N/A
2017+24.09%N/A
2016+21.77%N/A
2015-12.86%N/A
2014+3.69%N/A
2013+16.86%N/A
2012+6.37%N/A
2011-16.01%N/A
2010+26.82%N/A
2009+57.70%N/A
2008-50.42%N/A
2007+33.32%N/A
2006+14.42%N/A
2005+5.52%N/A
2004+13.16%N/A
2003+31.73%N/A
2002-8.54%N/A
2001+4.38%N/A
2000+13.62%N/A

IYM vs CLOI Drawdown Comparison

The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.

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

The current IYM drawdown is -2.65%.

RankIYMCLOI
#1-67.78%
Jun 18, 2008 - Dec 24, 2013
-3.25%
Apr 1, 2025 - May 2, 2025
#2-42.75%
Jan 26, 2018 - Sep 2, 2020
-2.70%
Aug 18, 2022 - Dec 14, 2022
#3-31.03%
Mar 19, 2002 - Nov 28, 2003
-1.29%
Jun 23, 2022 - Aug 1, 2022
#4-29.92%
Apr 19, 2022 - Apr 3, 2024
-0.88%
Mar 8, 2023 - Apr 12, 2023
#5-29.86%
Sep 18, 2014 - Dec 7, 2016
-0.62%
Feb 25, 2026 - Apr 8, 2026
#6-28.52%
May 21, 2001 - Mar 19, 2002
-0.49%
Mar 18, 2025 - Apr 1, 2025
#7-23.61%
Oct 18, 2024 - Oct 8, 2025
-0.43%
Apr 24, 2024 - May 7, 2024
#8-17.68%
May 9, 2006 - Jan 24, 2007
-0.32%
Nov 29, 2023 - Dec 13, 2023
#9-17.36%
Sep 6, 2000 - Dec 4, 2000
-0.29%
Feb 13, 2024 - Feb 28, 2024
#10-16.78%
Jul 19, 2007 - Oct 1, 2007
-0.27%
Nov 7, 2023 - Nov 14, 2023
#11-15.98%
Mar 4, 2005 - Jan 6, 2006
-0.26%
May 19, 2025 - May 27, 2025
#12-14.93%
Dec 26, 2007 - Feb 25, 2008
-0.25%
Jul 8, 2025 - Jul 21, 2025
#13-14.15%
Mar 8, 2001 - May 10, 2001
-0.23%
Dec 14, 2022 - Dec 22, 2022
#14-13.61%
Mar 2, 2026 - Mar 20, 2026
-0.23%
May 13, 2025 - May 16, 2025
#15-12.99%
Mar 1, 2004 - Sep 7, 2004
-0.23%
Jul 25, 2025 - Aug 4, 2025

Correlation

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

0.81
-101

Dividend Comparison (2000 - 2026)

IYM vs CLOI dividend yield comparison.

YearIYMCLOI
20260.25%1.66%
20251.51%5.61%
20241.65%6.71%
20231.77%5.61%
20222.14%2.23%
20211.48%0.00%
20201.39%0.00%
20192.09%0.00%
20181.68%0.00%
20171.43%0.00%
20161.47%0.00%
20152.04%0.00%
20141.77%0.00%
20131.79%0.00%
20121.94%0.00%
20112.22%0.00%
20101.12%0.00%
20091.43%0.00%
20083.18%0.00%
20071.36%0.00%
20061.99%0.00%
20051.68%0.00%
20041.47%0.00%
20031.49%0.00%
20021.77%0.00%
20011.60%0.00%
20001.17%0.00%

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