PBAU vs CLOO

Comparison between PGIM S&P 500 BUFFER 20 ETF - AUGUST (PBAU, ETF) and NYLI INVESTMENT GRADE CLO ETF (CLOO, ETF).

PBAU vs CLOO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBAU(ETF)	CLOO(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.50%	0.25%
Max Drawdown	8.87%	0.28%
Sharpe Ratio	1.72	5.93
5Y Beta	0.42	-0.00

Net Assets

PBAU

$25M

Winner

CLOO

$25M

Expense Ratio

PBAU

0.50%

Winner

CLOO

0.25%

Max Drawdown

PBAU

8.87%

Winner

CLOO

0.28%

Sharpe Ratio

PBAU

1.72

Winner

CLOO

5.93

5Y Beta

PBAU

0.42

Winner

CLOO

-0.00

PBAU vs CLOO - Historical Returns

Returns include dividend reinvestment.

Period	PBAU	CLOO
1 month	+0.66%	+0.46%
3 months	+4.74%	N/A
6 months	+4.83%	N/A
1 year	+12.53%	N/A
Max(CAGR)	+11.14%	+6.89%

Winner

PBAU

+0.66%

CLOO

+0.46%

PBAU

+4.74%

CLOO

N/A

PBAU

+4.83%

CLOO

N/A

PBAU

+12.53%

CLOO

N/A

Max(CAGR)

Winner

PBAU

+11.14%

CLOO

+6.89%

PBAU vs CLOO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	PBAU	CLOO
2026	+4.25%	+0.68%
2025	+11.68%	N/A
2024	+7.08%	N/A

PBAU vs CLOO Drawdown Comparison

The maximum drawdown for PBAU was -8.87%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current PBAU drawdown is -0.19%.

Rank	PBAU	CLOO
#1	-8.87% Feb 19, 2025 - May 19, 2025	N/A
#2	-3.29% Feb 25, 2026 - Apr 9, 2026	N/A
#3	-2.81% Jul 31, 2024 - Aug 15, 2024	N/A
#4	-1.86% Oct 27, 2025 - Nov 28, 2025	N/A
#5	-1.73% Aug 30, 2024 - Sep 13, 2024	N/A
#6	-1.42% May 19, 2025 - Jun 3, 2025	N/A
#7	-1.30% Dec 6, 2024 - Jan 21, 2025	N/A
#8	-1.13% Oct 8, 2025 - Oct 20, 2025	N/A
#9	-1.07% Oct 29, 2024 - Nov 6, 2024	N/A
#10	-0.88% Feb 2, 2026 - Feb 9, 2026	N/A
#11	-0.82% Jan 12, 2026 - Jan 23, 2026	N/A
#12	-0.77% Jun 16, 2025 - Jun 24, 2025	N/A
#13	-0.74% Jun 4, 2026 - Jun 10, 2026	N/A
#14	-0.69% Dec 11, 2025 - Dec 22, 2025	N/A
#15	-0.68% Aug 14, 2025 - Aug 22, 2025	N/A

Correlation

Correlation between PBAU and CLOO is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101