JULM vs CLOO

Comparison between FT VEST U.S. EQUITY MAX BUFFER ETF - JULY (JULM, ETF) and NYLI INVESTMENT GRADE CLO ETF (CLOO, ETF).

JULM vs CLOO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULM(ETF)	CLOO(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.85%	0.25%
Max Drawdown	4.42%	0.28%
Sharpe Ratio	1.37	5.93
5Y Beta	0.20	-0.00

Net Assets

JULM

$25M

Winner

CLOO

$25M

Expense Ratio

JULM

0.85%

Winner

CLOO

0.25%

Max Drawdown

JULM

4.42%

Winner

CLOO

0.28%

Sharpe Ratio

JULM

1.37

Winner

CLOO

5.93

5Y Beta

JULM

0.20

Winner

CLOO

-0.00

JULM vs CLOO - Historical Returns

Returns include dividend reinvestment.

Period	JULM	CLOO
1 month	+0.50%	+0.46%
3 months	+2.54%	N/A
6 months	+3.06%	N/A
1 year	+6.81%	N/A
Max(CAGR)	+7.05%	+6.89%

Winner

JULM

+0.50%

CLOO

+0.46%

JULM

+2.54%

CLOO

N/A

JULM

+3.06%

CLOO

N/A

JULM

+6.81%

CLOO

N/A

Max(CAGR)

Winner

JULM

+7.05%

CLOO

+6.89%

JULM vs CLOO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	JULM	CLOO
2026	+2.65%	+0.68%
2025	+6.88%	N/A
2024	+3.56%	N/A

JULM vs CLOO Drawdown Comparison

The maximum drawdown for JULM was -4.42%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current JULM drawdown is -0.03%.

Rank	JULM	CLOO
#1	-4.42% Feb 18, 2025 - May 13, 2025	N/A
#2	-1.57% Feb 25, 2026 - Apr 8, 2026	N/A
#3	-0.85% Jul 31, 2024 - Aug 13, 2024	N/A
#4	-0.77% Oct 27, 2025 - Nov 28, 2025	N/A
#5	-0.74% May 16, 2025 - Jun 2, 2025	N/A
#6	-0.65% Aug 30, 2024 - Sep 12, 2024	N/A
#7	-0.56% Dec 11, 2024 - Dec 26, 2024	N/A
#8	-0.42% Sep 30, 2024 - Oct 9, 2024	N/A
#9	-0.41% Dec 26, 2024 - Jan 15, 2025	N/A
#10	-0.41% Oct 29, 2024 - Nov 6, 2024	N/A
#11	-0.39% Feb 2, 2026 - Feb 9, 2026	N/A
#12	-0.37% Oct 6, 2025 - Oct 20, 2025	N/A
#13	-0.34% Jan 16, 2026 - Jan 26, 2026	N/A
#14	-0.32% Jun 12, 2025 - Jun 23, 2025	N/A
#15	-0.30% Aug 13, 2025 - Aug 22, 2025	N/A