CLOZ vs. FEQIX

In the year-to-date period, CLOZ achieves a 10.71% return, which is significantly lower than FEQIX's 21.03% return.

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CLOZ has a 0.50% expense ratio, which is lower than FEQIX's 0.57% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Panagram Bbb-B Clo ETF (CLOZ) and Fidelity Equity-Income Fund (FEQIX). 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 6.26, which is higher than the FEQIX Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of CLOZ and FEQIX, 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 8.98%, more than FEQIX's 1.53% yield.

The maximum CLOZ drawdown since its inception was -2.70%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for CLOZ and FEQIX. For additional features, visit the drawdowns tool.

The current volatility for Panagram Bbb-B Clo ETF (CLOZ) is 0.51%, while Fidelity Equity-Income Fund (FEQIX) has a volatility of 3.25%. This indicates that CLOZ experiences smaller price fluctuations and is considered to be less risky than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.