NTSX vs CLOI
Comparison between WISDOMTREE U.S. EFFICIENT CORE FUND (NTSX, ETF) and VANECK CLO ETF (CLOI, ETF).
NTSX vs CLOI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NTSX
$1.20B
Winner
CLOI
$1.30B
Expense Ratio
Winner
NTSX
0.20%
CLOI
0.36%
Max Drawdown
NTSX
31.97%
Winner
CLOI
3.76%
Sharpe Ratio
Winner
NTSX
1.83
CLOI
1.44
5Y Beta
NTSX
0.92
Winner
CLOI
0.08
P/E Ratio
NTSX
29.05
CLOI
N/A
Forward P/E
NTSX
22.51
CLOI
N/A
PEG Ratio
NTSX
0.49
CLOI
N/A
5Y Dividends CAGR
NTSX
14.70%
CLOI
N/A
5Y EPS CAGR
NTSX
28.84%
CLOI
N/A
Debt to Equity
NTSX
39.25%
CLOI
N/A
P/S Ratio
NTSX
3.60
CLOI
N/A
P/B Ratio
NTSX
5.78
CLOI
N/A
NTSX vs CLOI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NTSX
+8.37%
CLOI
+0.80%
3M
Winner
NTSX
+5.49%
CLOI
+0.99%
6M
Winner
NTSX
+8.42%
CLOI
+2.32%
1Y
Winner
NTSX
+29.55%
CLOI
+5.72%
5Y(CAGR)
NTSX
+9.31%
CLOI
N/A
Max(CAGR)
Winner
NTSX
+12.84%
CLOI
+7.02%
NTSX vs CLOI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | NTSX | CLOI |
|---|---|---|
| 2026 | +6.83% | +1.51% |
| 2025 | +18.60% | +5.81% |
| 2024 | +21.13% | +8.08% |
| 2023 | +22.74% | +8.74% |
| 2022 | -25.84% | +2.59% |
| 2021 | +23.76% | N/A |
| 2020 | +23.76% | N/A |
| 2019 | +31.31% | N/A |
| 2018 | -8.71% | N/A |
NTSX vs CLOI Drawdown Comparison
The maximum drawdown for NTSX was -31.34%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.
The maximum drawdown for CLOI was -3.25%, occurring on Apr 4, 2025. Recovery took 22 trading sessions.
| Rank | NTSX | CLOI |
|---|---|---|
| #1 | -31.34% Dec 27, 2021 - Jun 12, 2024 | -3.25% Apr 1, 2025 - May 2, 2025 |
| #2 | -28.33% Feb 19, 2020 - Jul 10, 2020 | -2.70% Aug 18, 2022 - Dec 14, 2022 |
| #3 | -16.82% Dec 6, 2024 - Jun 24, 2025 | -1.29% Jun 23, 2022 - Aug 1, 2022 |
| #4 | -16.45% Sep 20, 2018 - Mar 21, 2019 | -0.88% Mar 8, 2023 - Apr 12, 2023 |
| #5 | -9.16% Jan 12, 2026 - Apr 15, 2026 | -0.62% Feb 25, 2026 - Apr 8, 2026 |
| #6 | -8.84% Sep 2, 2020 - Nov 16, 2020 | -0.49% Mar 18, 2025 - Apr 1, 2025 |
| #7 | -6.58% Jul 16, 2024 - Aug 19, 2024 | -0.43% Apr 24, 2024 - May 7, 2024 |
| #8 | -5.65% Sep 2, 2021 - Oct 29, 2021 | -0.32% Nov 29, 2023 - Dec 13, 2023 |
| #9 | -5.62% Feb 12, 2021 - Apr 5, 2021 | -0.29% Feb 13, 2024 - Feb 28, 2024 |
| #10 | -5.34% Oct 28, 2025 - Dec 24, 2025 | -0.27% Nov 7, 2023 - Nov 14, 2023 |
| #11 | -4.42% Apr 30, 2019 - Jun 13, 2019 | -0.26% May 19, 2025 - May 27, 2025 |
| #12 | -4.28% May 7, 2021 - Jun 8, 2021 | -0.25% Jul 8, 2025 - Jul 21, 2025 |
| #13 | -4.16% Jul 26, 2019 - Sep 5, 2019 | -0.23% Dec 14, 2022 - Dec 22, 2022 |
| #14 | -3.89% Nov 8, 2021 - Dec 27, 2021 | -0.23% May 13, 2025 - May 16, 2025 |
| #15 | -3.56% Aug 21, 2024 - Sep 13, 2024 | -0.23% Jul 25, 2025 - Aug 4, 2025 |
Correlation
Correlation between NTSX and CLOI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2026)
NTSX vs CLOI dividend yield comparison.
| Year | NTSX | CLOI |
|---|---|---|
| 2026 | 0.25% | 1.66% |
| 2025 | 1.14% | 5.61% |
| 2024 | 1.14% | 6.71% |
| 2023 | 1.21% | 5.61% |
| 2022 | 1.36% | 2.23% |
| 2021 | 0.82% | 0.00% |
| 2020 | 0.92% | 0.00% |
| 2019 | 1.42% | 0.00% |
| 2018 | 0.62% | 0.00% |
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