NCLO vs EFFE
Comparison between NUVEEN AA-BBB CLO ETF (NCLO, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).
NCLO vs EFFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NCLO
$140M
Winner
EFFE
$140M
Expense Ratio
Winner
NCLO
0.26%
EFFE
0.69%
Max Drawdown
Winner
NCLO
3.71%
EFFE
33.56%
Sharpe Ratio
NCLO
0.51
Winner
EFFE
0.73
5Y Beta
Winner
NCLO
0.05
EFFE
0.81
NCLO vs EFFE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NCLO
+0.59%
EFFE
-8.15%
3M
NCLO
+1.73%
Winner
EFFE
+4.48%
6M
NCLO
+2.58%
Winner
EFFE
+9.87%
1Y
NCLO
+5.90%
Winner
EFFE
+19.29%
5Y(CAGR)
NCLO
N/A
EFFE
+1.02%
10Y(CAGR)
NCLO
N/A
EFFE
+1.89%
Max(CAGR)
Winner
NCLO
+5.82%
EFFE
+1.95%
NCLO vs EFFE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | NCLO | EFFE |
|---|---|---|
| 2026 | +2.87% | +12.40% |
| 2025 | +6.24% | +22.70% |
| 2024 | +0.35% | -0.84% |
| 2019 | N/A | +5.04% |
| 2018 | N/A | -4.76% |
| 2017 | N/A | +14.12% |
| 2016 | N/A | +11.36% |
| 2015 | N/A | -9.58% |
| 2014 | N/A | +4.43% |
NCLO vs EFFE Drawdown Comparison
The maximum drawdown for NCLO was -3.05%, occurring on Mar 4, 2026. Recovery took 42 trading sessions.
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The current NCLO drawdown is -0.56%. The current EFFE drawdown is -11.53%.
| Rank | NCLO | EFFE |
|---|---|---|
| #1 | -3.05% Feb 3, 2026 - Apr 6, 2026 | -32.35% Jan 26, 2018 - May 5, 2026 |
| #2 | -1.43% Mar 31, 2025 - Apr 24, 2025 | -15.96% Mar 23, 2015 - Apr 25, 2017 |
| #3 | -1.03% Jun 25, 2026 - Jun 26, 2026 | -14.86% Jun 2, 2026 - Jul 20, 2026 |
| #4 | -0.64% Apr 25, 2025 - May 2, 2025 | -7.24% May 14, 2026 - May 26, 2026 |
| #5 | -0.56% May 19, 2025 - Jun 6, 2025 | -5.27% Sep 11, 2017 - Dec 26, 2017 |
| #6 | -0.52% May 28, 2026 - Jun 25, 2026 | -3.55% Nov 26, 2014 - Dec 22, 2014 |
| #7 | -0.48% May 1, 2026 - May 6, 2026 | -3.47% Feb 5, 2015 - Mar 18, 2015 |
| #8 | -0.47% May 2, 2025 - May 8, 2025 | -1.84% Apr 26, 2017 - May 30, 2017 |
| #9 | -0.37% Apr 6, 2026 - Apr 22, 2026 | -1.63% May 11, 2026 - May 14, 2026 |
| #10 | -0.36% Jun 6, 2025 - Jun 24, 2025 | -1.48% Jun 19, 2017 - Jul 14, 2017 |
| #11 | -0.35% Mar 7, 2025 - Mar 31, 2025 | -1.41% May 26, 2026 - May 29, 2026 |
| #12 | -0.28% Oct 8, 2025 - Oct 13, 2025 | -1.31% Dec 28, 2017 - Jan 5, 2018 |
| #13 | -0.26% Oct 13, 2025 - Oct 20, 2025 | -1.20% May 6, 2026 - May 8, 2026 |
| #14 | -0.25% Oct 20, 2025 - Oct 30, 2025 | -0.85% Dec 29, 2014 - Jan 8, 2015 |
| #15 | -0.25% May 8, 2025 - May 12, 2025 | -0.81% Jan 16, 2018 - Jan 23, 2018 |
Correlation
Correlation between NCLO and EFFE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2026)
NCLO vs EFFE dividend yield comparison.
| Year | NCLO | EFFE |
|---|---|---|
| 2026 | 2.67% | 0.00% |
| 2025 | 6.09% | 4.69% |
| 2024 | 0.35% | 0.00% |
| 2018 | 0.00% | 1.82% |
| 2017 | 0.00% | 3.90% |
| 2016 | 0.00% | 1.76% |
| 2015 | 0.00% | 4.68% |
| 2014 | 0.00% | 0.61% |
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