PGZ vs BCLO
Comparison between Principal Real Estate Income Fund (PGZ, ETF) and iShares BBBB CLO Active ETF (BCLO, ETF).
PGZ vs BCLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PGZ
$74M
Winner
BCLO
$74M
Expense Ratio
PGZ
N/A
BCLO
0.45%
Max Drawdown
PGZ
61.11%
Winner
BCLO
5.66%
Sharpe Ratio
PGZ
0.69
Winner
BCLO
1.19
5Y Beta
PGZ
0.31
Winner
BCLO
0.06
5Y Dividends CAGR
PGZ
5.24%
BCLO
N/A
PGZ vs BCLO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PGZ
+3.34%
BCLO
+0.25%
3M
Winner
PGZ
+3.17%
BCLO
+2.49%
6M
Winner
PGZ
+7.73%
BCLO
+2.45%
1Y
Winner
PGZ
+10.59%
BCLO
+6.27%
5Y(CAGR)
PGZ
+3.24%
BCLO
N/A
10Y(CAGR)
PGZ
+4.49%
BCLO
N/A
Max(CAGR)
PGZ
+4.70%
Winner
BCLO
+5.92%
PGZ vs BCLO - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | PGZ | BCLO |
|---|---|---|
| 2026 | +9.93% | +3.12% |
| 2025 | +14.11% | +5.43% |
| 2024 | +17.42% | N/A |
| 2023 | +2.50% | N/A |
| 2022 | -28.14% | N/A |
| 2021 | +39.70% | N/A |
| 2020 | -36.20% | N/A |
| 2019 | +40.88% | N/A |
| 2018 | +3.84% | N/A |
| 2017 | +17.19% | N/A |
| 2016 | +6.97% | N/A |
| 2015 | -2.54% | N/A |
| 2014 | +18.84% | N/A |
| 2013 | -11.41% | N/A |
PGZ vs BCLO Drawdown Comparison
The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The maximum drawdown for BCLO was -4.45%, occurring on Apr 7, 2025. Recovery took 64 trading sessions.
The current PGZ drawdown is -6.31%.
| Rank | PGZ | BCLO |
|---|---|---|
| #1 | -53.48% Feb 18, 2020 - Oct 30, 2020 | -4.45% Feb 14, 2025 - May 19, 2025 |
| #2 | -22.12% Jun 12, 2015 - Jun 10, 2016 | -1.92% Feb 4, 2026 - Apr 22, 2026 |
| #3 | -15.75% Aug 24, 2018 - Mar 14, 2019 | -0.89% Oct 14, 2025 - Nov 10, 2025 |
| #4 | -15.70% Jul 24, 2013 - Apr 28, 2014 | -0.40% Apr 30, 2026 - May 6, 2026 |
| #5 | -12.40% Sep 7, 2016 - Mar 31, 2017 | -0.38% May 22, 2025 - May 28, 2025 |
| #6 | -11.76% Sep 12, 2017 - Jul 3, 2018 | -0.28% Oct 9, 2025 - Oct 13, 2025 |
| #7 | -5.22% Sep 8, 2014 - Nov 3, 2014 | -0.24% Apr 23, 2026 - Apr 27, 2026 |
| #8 | -4.50% Jun 14, 2017 - Jul 17, 2017 | -0.20% Jul 7, 2026 - Jul 21, 2026 |
| #9 | -4.46% Aug 7, 2019 - Aug 20, 2019 | -0.18% Sep 3, 2025 - Sep 10, 2025 |
| #10 | -4.22% Jul 17, 2017 - Sep 6, 2017 | -0.16% Dec 1, 2025 - Dec 9, 2025 |
| #11 | -4.20% Aug 23, 2019 - Sep 25, 2019 | -0.14% Jun 25, 2026 - Jul 7, 2026 |
| #12 | -3.74% Oct 31, 2019 - Nov 29, 2019 | -0.13% Jun 9, 2025 - Jun 11, 2025 |
| #13 | -3.66% Dec 17, 2019 - Jan 15, 2020 | -0.13% Nov 19, 2025 - Nov 24, 2025 |
| #14 | -3.66% Jun 12, 2014 - Jul 14, 2014 | -0.12% May 19, 2025 - May 22, 2025 |
| #15 | -3.61% Jun 17, 2016 - Sep 6, 2016 | -0.12% Jun 3, 2025 - Jun 6, 2025 |
Correlation
Correlation between PGZ and BCLO is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2013 - 2026)
PGZ vs BCLO dividend yield comparison.
| Year | PGZ | BCLO |
|---|---|---|
| 2026 | 7.18% | 3.14% |
| 2025 | 12.59% | 6.45% |
| 2024 | 12.75% | 0.00% |
| 2023 | 13.33% | 0.00% |
| 2022 | 11.86% | 0.00% |
| 2021 | 6.32% | 0.00% |
| 2020 | 10.34% | 0.00% |
| 2019 | 6.25% | 0.00% |
| 2018 | 7.98% | 0.00% |
| 2017 | 9.51% | 0.00% |
| 2016 | 10.90% | 0.00% |
| 2015 | 10.40% | 0.00% |
| 2014 | 8.98% | 0.00% |
| 2013 | 3.96% | 0.00% |
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