TOS vs NCLO

Comparison between Twin Oak Strategic Solutions ETF (TOS, ETF) and NUVEEN AA-BBB CLO ETF (NCLO, ETF).

TOS vs NCLO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TOS(ETF)	NCLO(ETF)
Net Assets	$153M	$152M
Expense Ratio	0.76%	0.26%
Max Drawdown	11.72%	3.71%
Sharpe Ratio	1.71	0.56
5Y Beta	1.55	0.05
P/E Ratio	44.27	N/A
Forward P/E	34.19	N/A
PEG Ratio	0.55	N/A
5Y EPS CAGR	33.86%	N/A
P/S Ratio	2.79	N/A
P/B Ratio	9.32	N/A

Net Assets

Winner

TOS

$153M

NCLO

$152M

Expense Ratio

TOS

0.76%

Winner

NCLO

0.26%

Max Drawdown

TOS

11.72%

Winner

NCLO

3.71%

Sharpe Ratio

Winner

TOS

1.71

NCLO

0.56

5Y Beta

TOS

1.55

Winner

NCLO

0.05

P/E Ratio

TOS

44.27

NCLO

N/A

Forward P/E

TOS

34.19

NCLO

N/A

PEG Ratio

TOS

0.55

NCLO

N/A

5Y EPS CAGR

TOS

33.86%

NCLO

N/A

P/S Ratio

TOS

2.79

NCLO

N/A

P/B Ratio

TOS

9.32

NCLO

N/A

TOS vs NCLO - Historical Returns

Returns include dividend reinvestment.

Period	TOS	NCLO
1 month	+2.67%	+0.57%
3 months	+19.66%	+1.61%
6 months	N/A	+2.61%
1 year	N/A	+5.92%
Max(CAGR)	+58.45%	+5.75%

Winner

TOS

+2.67%

NCLO

+0.57%

Winner

TOS

+19.66%

NCLO

+1.61%

TOS

N/A

NCLO

+2.61%

TOS

N/A

NCLO

+5.92%

Max(CAGR)

Winner

TOS

+58.45%

NCLO

+5.75%

TOS vs NCLO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	TOS	NCLO
2026	+18.55%	+2.14%
2025	N/A	+6.24%
2024	N/A	+0.35%

TOS vs NCLO Drawdown Comparison

The maximum drawdown for TOS was -11.72%, occurring on Mar 30, 2026. Recovery took 28 trading sessions.

The maximum drawdown for NCLO was -3.05%, occurring on Mar 4, 2026. Recovery took 42 trading sessions.

The current TOS drawdown is -1.62%. The current NCLO drawdown is -0.35%.

Rank	TOS	NCLO
#1	-11.72% Mar 2, 2026 - Apr 10, 2026	-3.05% Feb 3, 2026 - Apr 6, 2026
#2	-6.15% Jun 2, 2026 - Jun 10, 2026	-1.43% Mar 31, 2025 - Apr 24, 2025
#3	-4.65% May 14, 2026 - Jun 2, 2026	-0.64% Apr 25, 2025 - May 2, 2025
#4	-4.36% Jan 28, 2026 - Feb 9, 2026	-0.56% May 19, 2025 - Jun 6, 2025
#5	-2.79% Apr 24, 2026 - May 5, 2026	-0.52% May 28, 2026 - May 29, 2026
#6	-2.09% Feb 25, 2026 - Mar 2, 2026	-0.48% May 1, 2026 - May 6, 2026
#7	-2.02% May 6, 2026 - May 11, 2026	-0.47% May 2, 2025 - May 8, 2025
#8	-1.47% Feb 9, 2026 - Feb 19, 2026	-0.37% Apr 6, 2026 - Apr 22, 2026
#9	-1.38% Apr 17, 2026 - Apr 24, 2026	-0.36% Jun 6, 2025 - Jun 24, 2025
#10	-1.27% Apr 14, 2026 - Apr 17, 2026	-0.35% Mar 7, 2025 - Mar 31, 2025
#11	-0.74% May 11, 2026 - May 13, 2026	-0.28% Oct 8, 2025 - Oct 13, 2025
#12	-0.25% Feb 20, 2026 - Feb 24, 2026	-0.26% Oct 13, 2025 - Oct 20, 2025
#13	N/A	-0.25% Oct 20, 2025 - Oct 30, 2025
#14	N/A	-0.25% May 8, 2025 - May 12, 2025
#15	N/A	-0.24% Dec 11, 2025 - Dec 18, 2025