PSC vs CLOA
Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and BlackRock AAA CLO ETF (CLOA, ETF).
PSC vs CLOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSC
$2.10B
Winner
CLOA
$2.20B
Expense Ratio
PSC
0.38%
Winner
CLOA
0.20%
Max Drawdown
PSC
47.89%
Winner
CLOA
2.02%
Sharpe Ratio
PSC
1.19
Winner
CLOA
2.01
5Y Beta
PSC
1.05
Winner
CLOA
0.04
P/E Ratio
PSC
26.59
CLOA
N/A
Forward P/E
PSC
14.94
CLOA
N/A
5Y Dividends CAGR
PSC
-2.75%
CLOA
N/A
5Y EPS CAGR
PSC
15.66%
CLOA
N/A
Debt to Equity
PSC
50.02%
CLOA
N/A
P/S Ratio
PSC
1.28
CLOA
N/A
P/B Ratio
PSC
2.18
CLOA
N/A
PSC vs CLOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSC
+4.97%
CLOA
+0.32%
3M
Winner
PSC
+18.41%
CLOA
+1.53%
6M
Winner
PSC
+14.11%
CLOA
+2.54%
1Y
Winner
PSC
+28.99%
CLOA
+5.12%
5Y(CAGR)
PSC
+8.36%
CLOA
N/A
10Y(CAGR)
PSC
+11.88%
CLOA
N/A
Max(CAGR)
Winner
PSC
+11.88%
CLOA
+6.80%
PSC vs CLOA - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PSC | CLOA |
|---|---|---|
| 2026 | +16.04% | +2.10% |
| 2025 | +13.28% | +5.44% |
| 2024 | +13.10% | +7.23% |
| 2023 | +19.25% | +8.37% |
| 2022 | -16.77% | N/A |
| 2021 | +33.74% | N/A |
| 2020 | +13.43% | N/A |
| 2019 | +20.08% | N/A |
| 2018 | -10.11% | N/A |
| 2017 | +16.07% | N/A |
| 2016 | +9.38% | N/A |
PSC vs CLOA Drawdown Comparison
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The maximum drawdown for CLOA was -1.34%, occurring on Mar 22, 2023. Recovery took 38 trading sessions.
| Rank | PSC | CLOA |
|---|---|---|
| #1 | -46.69% Aug 29, 2018 - Nov 24, 2020 | -1.34% Feb 22, 2023 - Apr 18, 2023 |
| #2 | -25.87% Nov 8, 2021 - Mar 1, 2024 | -1.13% Mar 4, 2025 - Apr 28, 2025 |
| #3 | -23.49% Nov 25, 2024 - Sep 8, 2025 | -0.33% Feb 20, 2025 - Feb 27, 2025 |
| #4 | -9.95% Jan 22, 2026 - Apr 17, 2026 | -0.29% Aug 2, 2024 - Aug 13, 2024 |
| #5 | -9.37% Jul 16, 2024 - Oct 14, 2024 | -0.24% Feb 1, 2023 - Feb 3, 2023 |
| #6 | -9.19% Jan 23, 2018 - May 17, 2018 | -0.20% Oct 9, 2023 - Oct 20, 2023 |
| #7 | -9.03% Jun 8, 2021 - Oct 25, 2021 | -0.18% Jun 2, 2023 - Jun 6, 2023 |
| #8 | -8.59% Mar 15, 2021 - May 7, 2021 | -0.18% Feb 24, 2026 - Mar 11, 2026 |
| #9 | -7.12% Mar 28, 2024 - Jul 11, 2024 | -0.18% Nov 27, 2023 - Nov 29, 2023 |
| #10 | -7.12% Oct 8, 2025 - Nov 28, 2025 | -0.16% Feb 17, 2023 - Feb 22, 2023 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -0.16% May 9, 2023 - May 23, 2023 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -0.13% Nov 13, 2024 - Nov 19, 2024 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -0.13% Sep 10, 2025 - Sep 19, 2025 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -0.13% Dec 11, 2023 - Dec 15, 2023 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -0.12% Oct 8, 2025 - Oct 24, 2025 |
Correlation
Correlation between PSC and CLOA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
PSC vs CLOA dividend yield comparison.
| Year | PSC | CLOA |
|---|---|---|
| 2026 | 0.16% | 1.90% |
| 2025 | 0.67% | 5.35% |
| 2024 | 0.75% | 6.01% |
| 2023 | 0.73% | 5.88% |
| 2022 | 1.92% | 0.00% |
| 2021 | 1.45% | 0.00% |
| 2020 | 1.25% | 0.00% |
| 2019 | 1.47% | 0.00% |
| 2018 | 1.30% | 0.00% |
| 2017 | 0.95% | 0.00% |
| 2016 | 0.35% | 0.00% |
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