SAEF vs FCLO
Comparison between SCHWAB ARIEL ESG ETF (SAEF, ETF) and FIDELITY CLO ETF (FCLO, ETF).
SAEF vs FCLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SAEF
$25M
Winner
FCLO
$25M
Expense Ratio
SAEF
0.59%
FCLO
N/A
Max Drawdown
SAEF
28.37%
Winner
FCLO
0.68%
Sharpe Ratio
SAEF
1.01
Winner
FCLO
1.38
5Y Beta
SAEF
1.03
Winner
FCLO
0.01
P/E Ratio
SAEF
31.51
FCLO
N/A
Forward P/E
SAEF
15.72
FCLO
N/A
5Y EPS CAGR
SAEF
8.10%
FCLO
N/A
Debt to Equity
SAEF
103.99%
FCLO
N/A
P/S Ratio
SAEF
1.54
FCLO
N/A
P/B Ratio
SAEF
2.69
FCLO
N/A
SAEF vs FCLO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAEF
+1.28%
FCLO
+0.51%
3M
Winner
SAEF
+3.60%
FCLO
+2.06%
6M
SAEF
+11.24%
FCLO
N/A
1Y
SAEF
+23.45%
FCLO
N/A
5Y(CAGR)
SAEF
+4.48%
FCLO
N/A
Max(CAGR)
SAEF
+4.48%
Winner
FCLO
+5.76%
SAEF vs FCLO - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SAEF | FCLO |
|---|---|---|
| 2026 | +8.69% | +1.75% |
| 2025 | +2.73% | N/A |
| 2024 | +16.80% | N/A |
| 2023 | +17.29% | N/A |
| 2022 | -18.64% | N/A |
| 2021 | -2.35% | N/A |
SAEF vs FCLO Drawdown Comparison
The maximum drawdown for SAEF was -28.05%, occurring on Sep 30, 2022. Recovery took 665 trading sessions.
The maximum drawdown for FCLO was -0.58%, occurring on Mar 9, 2026. Recovery took 24 trading sessions.
The current SAEF drawdown is -1.45%.
| Rank | SAEF | FCLO |
|---|---|---|
| #1 | -28.05% Nov 16, 2021 - Jul 12, 2024 | -0.58% Feb 26, 2026 - Apr 1, 2026 |
| #2 | -27.40% Nov 25, 2024 - Jan 15, 2026 | -0.21% Apr 1, 2026 - Apr 10, 2026 |
| #3 | -12.63% Feb 26, 2026 - Mar 30, 2026 | -0.15% Feb 13, 2026 - Feb 23, 2026 |
| #4 | -8.01% Jul 31, 2024 - Aug 23, 2024 | -0.11% May 18, 2026 - May 22, 2026 |
| #5 | -4.56% Aug 30, 2024 - Sep 19, 2024 | -0.07% Apr 17, 2026 - Apr 21, 2026 |
| #6 | -3.80% Nov 11, 2024 - Nov 25, 2024 | -0.07% Apr 21, 2026 - Apr 24, 2026 |
| #7 | -3.48% Feb 10, 2026 - Feb 26, 2026 | -0.04% Apr 15, 2026 - Apr 17, 2026 |
| #8 | -2.92% Jul 16, 2024 - Jul 31, 2024 | -0.04% May 22, 2026 - May 28, 2026 |
| #9 | -2.77% Jan 15, 2026 - Feb 6, 2026 | -0.03% May 7, 2026 - May 12, 2026 |
| #10 | -2.65% Oct 17, 2024 - Nov 5, 2024 | -0.01% Apr 24, 2026 - Apr 28, 2026 |
| #11 | -2.63% Sep 19, 2024 - Oct 11, 2024 | N/A |
| #12 | -0.49% Nov 6, 2024 - Nov 8, 2024 | N/A |
| #13 | -0.30% Aug 27, 2024 - Aug 30, 2024 | N/A |
Correlation
Correlation between SAEF and FCLO is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2021 - 2026)
SAEF vs FCLO dividend yield comparison.
| Year | SAEF | FCLO |
|---|---|---|
| 2026 | 0.03% | 1.56% |
| 2025 | 0.38% | 0.00% |
| 2024 | 0.46% | 0.00% |
| 2023 | 0.46% | 0.00% |
| 2022 | 0.61% | 0.00% |
| 2021 | 0.09% | 0.00% |
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