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XDIV vs CLOC

Comparison between ROUNDHILL S&P 500 NO DIVIDEND TARGET ETF (XDIV, ETF) and AAM CRESCENT CLO ETF (CLOC, ETF).

XDIV vs CLOC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XDIV
$60M
CLOC
$60M
Expense Ratio
Winner
XDIV
0.08%
CLOC
0.18%
Max Drawdown
XDIV
9.16%
Winner
CLOC
1.70%
Sharpe Ratio
XDIV
1.10
Winner
CLOC
1.61
5Y Beta
XDIV
0.99
Winner
CLOC
0.01

XDIV vs CLOC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XDIV
+0.57%
CLOC
+0.40%
3M
Winner
XDIV
+3.40%
CLOC
+1.63%
6M
Winner
XDIV
+7.73%
CLOC
+2.45%
1Y
XDIV
+17.48%
CLOC
N/A
Max(CAGR)
Winner
XDIV
+18.44%
CLOC
+5.40%

XDIV vs CLOC - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearXDIVCLOC
2026+8.64%+3.02%
2025+9.90%+0.93%

XDIV vs CLOC Drawdown Comparison

The maximum drawdown for XDIV was -9.16%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.

The maximum drawdown for CLOC was -0.54%, occurring on Mar 10, 2026. Recovery took 38 trading sessions.

The current XDIV drawdown is -2.61%.

RankXDIVCLOC
#1-9.16%
Jan 27, 2026 - Apr 15, 2026
-0.54%
Feb 11, 2026 - Apr 8, 2026
#2-5.06%
Oct 28, 2025 - Dec 10, 2025
-0.18%
Jul 13, 2026 - Jul 21, 2026
#3-4.49%
Jun 2, 2026 - Jun 10, 2026
-0.18%
Dec 12, 2025 - Dec 24, 2025
#4-2.91%
Oct 8, 2025 - Oct 21, 2025
-0.14%
Jun 23, 2026 - Jul 2, 2026
#5-2.58%
Jan 12, 2026 - Jan 27, 2026
-0.06%
Apr 13, 2026 - Apr 21, 2026
#6-2.48%
Dec 11, 2025 - Dec 23, 2025
-0.06%
Nov 10, 2025 - Nov 13, 2025
#7-2.44%
Jul 25, 2025 - Aug 12, 2025
-0.04%
Jul 21, 2026 - Jul 24, 2026
#8-1.61%
May 14, 2026 - May 26, 2026
-0.04%
Nov 25, 2025 - Dec 1, 2025
#9-1.39%
Sep 22, 2025 - Oct 1, 2025
-0.04%
Oct 31, 2025 - Nov 5, 2025
#10-1.38%
Aug 28, 2025 - Sep 9, 2025
-0.02%
Jun 2, 2026 - Jun 5, 2026
#11-1.28%
Aug 13, 2025 - Aug 22, 2025
-0.02%
May 20, 2026 - May 22, 2026
#12-1.23%
Dec 24, 2025 - Jan 6, 2026
-0.02%
Jan 30, 2026 - Feb 3, 2026
#13-0.85%
Apr 17, 2026 - Apr 22, 2026
-0.02%
May 26, 2026 - May 29, 2026
#14-0.78%
Oct 21, 2025 - Oct 24, 2025
-0.02%
Dec 1, 2025 - Dec 5, 2025
#15-0.69%
Apr 24, 2026 - Apr 30, 2026
-0.02%
Oct 28, 2025 - Oct 31, 2025

Correlation

Correlation between XDIV and CLOC is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

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