PHYL vs CLOI
Comparison between PGIM ACTIVE HIGH YIELD BOND ETF (PHYL, ETF) and VANECK CLO ETF (CLOI, ETF).
PHYL vs CLOI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHYL
$1.20B
Winner
CLOI
$1.30B
Expense Ratio
PHYL
0.39%
Winner
CLOI
0.36%
Max Drawdown
PHYL
23.54%
Winner
CLOI
3.76%
Sharpe Ratio
Winner
PHYL
1.60
CLOI
1.44
5Y Beta
PHYL
0.18
Winner
CLOI
0.08
5Y Dividends CAGR
PHYL
-1.70%
CLOI
N/A
PHYL vs CLOI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PHYL
+0.83%
CLOI
+0.80%
3M
PHYL
+0.50%
Winner
CLOI
+0.99%
6M
Winner
PHYL
+2.95%
CLOI
+2.32%
1Y
Winner
PHYL
+9.40%
CLOI
+5.72%
5Y(CAGR)
PHYL
+4.09%
CLOI
N/A
Max(CAGR)
PHYL
+5.50%
Winner
CLOI
+7.02%
PHYL vs CLOI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | PHYL | CLOI |
|---|---|---|
| 2026 | +1.36% | +1.51% |
| 2025 | +9.46% | +5.81% |
| 2024 | +8.70% | +8.08% |
| 2023 | +11.48% | +8.74% |
| 2022 | -11.63% | +2.59% |
| 2021 | +6.46% | N/A |
| 2020 | +6.06% | N/A |
| 2019 | +16.86% | N/A |
| 2018 | -4.15% | N/A |
PHYL vs CLOI Drawdown Comparison
The maximum drawdown for PHYL was -22.07%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for CLOI was -3.25%, occurring on Apr 4, 2025. Recovery took 22 trading sessions.
The current PHYL drawdown is -0.17%.
| Rank | PHYL | CLOI |
|---|---|---|
| #1 | -22.07% Feb 12, 2020 - Aug 6, 2020 | -3.25% Apr 1, 2025 - May 2, 2025 |
| #2 | -16.11% Dec 28, 2021 - Mar 20, 2024 | -2.70% Aug 18, 2022 - Dec 14, 2022 |
| #3 | -5.83% Oct 3, 2018 - Jan 31, 2019 | -1.29% Jun 23, 2022 - Aug 1, 2022 |
| #4 | -4.53% Feb 28, 2025 - May 13, 2025 | -0.88% Mar 8, 2023 - Apr 12, 2023 |
| #5 | -2.67% Feb 20, 2026 - Apr 14, 2026 | -0.62% Feb 25, 2026 - Apr 8, 2026 |
| #6 | -2.43% Mar 27, 2024 - Jun 3, 2024 | -0.49% Mar 18, 2025 - Apr 1, 2025 |
| #7 | -2.24% Sep 2, 2020 - Oct 12, 2020 | -0.43% Apr 24, 2024 - May 7, 2024 |
| #8 | -2.18% Nov 8, 2021 - Dec 27, 2021 | -0.32% Nov 29, 2023 - Dec 13, 2023 |
| #9 | -1.61% Dec 6, 2024 - Jan 17, 2025 | -0.29% Feb 13, 2024 - Feb 28, 2024 |
| #10 | -1.60% Jul 3, 2019 - Aug 28, 2019 | -0.27% Nov 7, 2023 - Nov 14, 2023 |
| #11 | -1.60% Oct 12, 2020 - Nov 5, 2020 | -0.26% May 19, 2025 - May 27, 2025 |
| #12 | -1.60% Feb 12, 2021 - Apr 7, 2021 | -0.25% Jul 8, 2025 - Jul 21, 2025 |
| #13 | -1.59% May 6, 2019 - Jun 7, 2019 | -0.23% Dec 14, 2022 - Dec 22, 2022 |
| #14 | -1.57% Sep 23, 2019 - Nov 15, 2019 | -0.23% May 13, 2025 - May 16, 2025 |
| #15 | -1.54% Jan 16, 2020 - Feb 12, 2020 | -0.23% Jul 25, 2025 - Aug 4, 2025 |
Correlation
Correlation between PHYL and CLOI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2018 - 2026)
PHYL vs CLOI dividend yield comparison.
| Year | PHYL | CLOI |
|---|---|---|
| 2026 | 2.32% | 1.66% |
| 2025 | 7.05% | 5.61% |
| 2024 | 8.28% | 6.71% |
| 2023 | 7.62% | 5.61% |
| 2022 | 6.55% | 2.23% |
| 2021 | 6.13% | 0.00% |
| 2020 | 7.51% | 0.00% |
| 2019 | 7.31% | 0.00% |
| 2018 | 1.79% | 0.00% |
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