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IQSI vs. CLOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IQSI vs. CLOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IQ Candriam ESG International Equity ETF (IQSI) and NYLI Investment Grade CLO ETF (CLOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IQSI

1D
0.31%
1M
0.32%
6M
5.61%
YTD
11.22%
1Y
22.43%
3Y*
15.55%
5Y*
8.09%
10Y*
ALL TIME*
9.55%

CLOO

1D
-0.02%
1M
0.38%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.27K$245.87K$339.87K
$66.39K$361.19K$950.83K

IQSI vs. CLOO - Yearly Performance Comparison


Correlation

The correlation between IQSI and CLOO is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 6, 2026

-0.02

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Return for Risk

IQSI vs. CLOO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IQSI
IQSI Risk / Return Rank: 5555
Overall Rank
IQSI Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
IQSI Sortino Ratio Rank: 5656
Sortino Ratio Rank
IQSI Omega Ratio Rank: 5555
Omega Ratio Rank
IQSI Calmar Ratio Rank: 5050
Calmar Ratio Rank
IQSI Martin Ratio Rank: 5656
Martin Ratio Rank

CLOO

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IQSI vs. CLOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IQ Candriam ESG International Equity ETF (IQSI) and NYLI Investment Grade CLO ETF (CLOO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IQSICLOODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

1.88

Martin ratioReturn relative to average drawdown

6.90

IQSI vs. CLOO - Sharpe Ratio Comparison


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Drawdowns

IQSI vs. CLOO - Drawdown Comparison

The maximum IQSI drawdown since its inception was -31.90%, which is greater than CLOO's maximum drawdown of -0.04%. Use the drawdown chart below to compare losses from any high point for IQSI and CLOO.


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Drawdown Indicators


IQSICLOODifference

Max Drawdown

Largest peak-to-trough decline

-31.90%

-0.04%

-31.86%

Max Drawdown (1Y)

Largest decline over 1 year

-12.00%

Max Drawdown (3Y)

Largest decline over 3 years

-14.02%

Max Drawdown (5Y)

Largest decline over 5 years

-29.86%

Current Drawdown

Current decline from peak

-0.65%

-0.02%

-0.63%

Average Drawdown

Average peak-to-trough decline

-6.37%

0.00%

-6.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

Volatility

IQSI vs. CLOO - Volatility Comparison


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Volatility by Period


IQSICLOODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.38%

Volatility (6M)

Calculated over the trailing 6-month period

13.61%

Volatility (1Y)

Calculated over the trailing 1-year period

15.83%

0.47%

+15.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.43%

0.47%

+15.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.94%

0.47%

+18.47%

IQSI vs. CLOO - Expense Ratio Comparison

IQSI has a 0.15% expense ratio, which is lower than CLOO's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IQSI vs. CLOO - Dividend Comparison

IQSI's dividend yield for the trailing twelve months is around 2.69%, more than CLOO's 0.99% yield.


PositionTTM202520242023202220212020
CLOO
NYLI Investment Grade CLO ETF
0.99%0.00%0.00%0.00%0.00%0.00%0.00%
IQSI
IQ Candriam ESG International Equity ETF
2.69%2.75%2.79%2.98%2.89%2.75%1.65%

Frequently Asked Questions


IQSI and CLOO have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IQSI is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IQSI is cheaper with a 0.15% expense ratio, compared with 0.25% for CLOO.

IQSI has the higher dividend yield at 2.69%, compared with 0.99% for CLOO.

IQSI is categorized as Foreign Large Cap Equities, while CLOO is CLO. Their fees differ too: 0.15% for IQSI and 0.25% for CLOO.

Portfolio Optimizer

Find the right allocation for IQSI and CLOO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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