CLOZ vs. BSJQ

In the year-to-date period, CLOZ achieves a 1.57% return, which is significantly lower than BSJQ's 2.58% return.

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CLOZ has a 0.50% expense ratio, which is higher than BSJQ's 0.42% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Panagram Bbb-B Clo ETF (CLOZ) and Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ). 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 CLOZ Sharpe Ratio is 1.78, which is comparable to the BSJQ Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of CLOZ and BSJQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CLOZ's dividend yield for the trailing twelve months is around 8.57%, more than BSJQ's 6.47% yield.

The maximum CLOZ drawdown since its inception was -5.33%, smaller than the maximum BSJQ drawdown of -24.15%. Use the drawdown chart below to compare losses from any high point for CLOZ and BSJQ. For additional features, visit the drawdowns tool.

Panagram Bbb-B Clo ETF (CLOZ) has a higher volatility of 2.21% compared to Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) at 1.02%. This indicates that CLOZ's price experiences larger fluctuations and is considered to be riskier than BSJQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.