ENIAX vs. CLOI

The year-to-date returns for both investments are quite close, with ENIAX having a 1.71% return and CLOI slightly higher at 1.73%.

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ENIAX has a 0.23% expense ratio, which is lower than CLOI's 0.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX) and VanEck CLO ETF (CLOI). 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 ENIAX Sharpe Ratio is 6.14, which is higher than the CLOI Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of ENIAX and CLOI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ENIAX's dividend yield for the trailing twelve months is around 6.59%, more than CLOI's 6.35% yield.

The maximum ENIAX drawdown since its inception was -30.62%, which is greater than CLOI's maximum drawdown of -3.25%. Use the drawdown chart below to compare losses from any high point for ENIAX and CLOI. For additional features, visit the drawdowns tool.

The current volatility for SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX) is 0.43%, while VanEck CLO ETF (CLOI) has a volatility of 1.63%. This indicates that ENIAX experiences smaller price fluctuations and is considered to be less risky than CLOI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.