CLOA vs. FSPGX

In the year-to-date period, CLOA achieves a 6.52% return, which is significantly lower than FSPGX's 30.24% return.

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CLOA has a 0.20% expense ratio, which is higher than FSPGX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for BlackRock AAA CLO ETF (CLOA) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.

The current CLOA Sharpe Ratio is 9.42, which is higher than the FSPGX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of CLOA and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CLOA's dividend yield for the trailing twelve months is around 6.12%, more than FSPGX's 0.43% yield.

The maximum CLOA drawdown since its inception was -1.34%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for CLOA and FSPGX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock AAA CLO ETF (CLOA) is 0.29%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.58%. This indicates that CLOA experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.