CLOC vs. BDIV

Last updated Jun 4, 2026

CLOC (AAM Crescent CLO ETF) and BDIV (AAM Brentview Dividend Growth ETF) are both exchange-traded funds - CLOC is a CLO fund actively managed by AAM, while BDIV is a Large Cap Value Equities 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

CLOC vs. BDIV - Performance Comparison

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

Returns By Period

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

CLOC

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

BDIV

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

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

CLOC vs. BDIV - Yearly Performance Comparison

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

Correlation

The correlation between CLOC and BDIV 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

CLOC vs. BDIV — 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.

CLOC vs. BDIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AAM Crescent CLO ETF (CLOC) and AAM Brentview Dividend Growth ETF (BDIV). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

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

Drawdowns

CLOC vs. BDIV - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

Volatility by Period

	CLOC	BDIV	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	0.91%	9.69%	-8.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.91%	13.41%	-12.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.91%	13.41%	-12.50%

CLOC vs. BDIV - Expense Ratio Comparison

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

Dividends

CLOC vs. BDIV - Dividend Comparison

CLOC's dividend yield for the trailing twelve months is around 3.67%, more than BDIV's 1.59% 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 CLOC and BDIV in my portfolio?

CLOC and BDIV 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, CLOC or BDIV?

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, CLOC or BDIV?

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

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

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

What is the main difference between CLOC and BDIV?

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