BDIV vs. CLOC

Last updated Jun 4, 2026

BDIV (AAM Brentview Dividend Growth ETF) and CLOC (AAM Crescent CLO ETF) are both exchange-traded funds - BDIV is a Large Cap Value Equities fund actively managed by AAM, while CLOC is a CLO fund actively managed by AAM. Both are actively managed. At a 0.17 correlation, their price movements are largely independent. Both charge a 0.49% expense ratio.

Performance

BDIV vs. CLOC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AAM Brentview Dividend Growth ETF (BDIV) and AAM Crescent CLO ETF (CLOC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BDIV achieves a 7.27% return, which is significantly higher than CLOC's 2.34% return.

BDIV

• 1D: 0.04%
• 1M: 1.48%
• YTD: 7.27%
• 6M: 6.86%
• 1Y: 20.21%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CLOC

• 1D: 0.00%
• 1M: 0.62%
• YTD: 2.34%
• 6M: 2.78%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BDIV vs. CLOC - Yearly Performance Comparison

	2026 (YTD)	2025
BDIV AAM Brentview Dividend Growth ETF	7.27%	0.75%
CLOC AAM Crescent CLO ETF	2.34%	0.93%

Correlation

The correlation between BDIV and CLOC is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 24, 2025	0.17

Return for Risk

BDIV vs. CLOC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDIV

BDIV Risk / Return Rank: 63
BDIV Sharpe Ratio Rank: 63
BDIV Sortino Ratio Rank: 68
BDIV Omega Ratio Rank: 63
BDIV Calmar Ratio Rank: 59
BDIV Martin Ratio Rank: 64

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDIV vs. CLOC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AAM Brentview Dividend Growth ETF (BDIV) and AAM Crescent CLO ETF (CLOC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BDIV	CLOC	Difference
Sharpe ratio Return per unit of total volatility	2.10	—	—
Sortino ratio Return per unit of downside risk	3.07	—	—
Omega ratio Gain probability vs. loss probability	1.38	—	—
Calmar ratio Return relative to maximum drawdown	2.89	—	—
Martin ratio Return relative to average drawdown	11.51	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BDIV	CLOC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.10	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.20	6.09	-4.90

Drawdowns

BDIV vs. CLOC - Drawdown Comparison

The maximum BDIV drawdown since its inception was -14.98%, which is greater than CLOC's maximum drawdown of -0.54%. Use the drawdown chart below to compare losses from any high point for BDIV and CLOC.

Drawdown Indicators

	BDIV	CLOC	Difference
Max Drawdown Largest peak-to-trough decline	-14.98%	-0.54%	-14.44%
Max Drawdown (1Y) Largest decline over 1 year	-7.01%	—	—
Current Drawdown Current decline from peak	-0.53%	0.00%	-0.53%
Average Drawdown Average peak-to-trough decline	-1.99%	-0.07%	-1.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.76%	—	—

Volatility

Volatility by Period

	BDIV	CLOC	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.35%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.22%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.69%	0.91%	+8.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.41%	0.91%	+12.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.41%	0.91%	+12.50%

BDIV vs. CLOC - Expense Ratio Comparison

Both BDIV and CLOC have an expense ratio of 0.49%.

Dividends

BDIV vs. CLOC - Dividend Comparison

BDIV's dividend yield for the trailing twelve months is around 1.59%, less than CLOC's 3.67% yield.

Position	TTM	2025	2024
BDIV AAM Brentview Dividend Growth ETF	1.59%	1.14%	0.62%
CLOC AAM Crescent CLO ETF	3.67%	1.15%	0.00%

Frequently Asked Questions

Can I hold both BDIV and CLOC in my portfolio?

BDIV and CLOC have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BDIV or CLOC?

Both ETFs have the same 0.49% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BDIV or CLOC?

BDIV and CLOC have the same expense ratio: 0.49% per year.

Which ETF pays a higher dividend yield, BDIV or CLOC?

CLOC has the higher dividend yield at 3.67%, compared with 1.59% for BDIV.

What is the main difference between BDIV and CLOC?

BDIV is categorized as Large Cap Value Equities, while CLOC is CLO.