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BCLO vs BRTR

iShares BBB-B CLO Active ETF vs iShares Total Return Active ETF

BCLO

iShares BBB-B CLO Active ETF

Annual cost

0.45%

Fund size

$74M

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

Key differences

Both BCLO and BRTR are fixed income ETFs. BCLO charges 0.45% a year and BRTR 0.38%. The main difference: BRTR costs 0.07% less per year.

  • BRTR costs 0.07% less per year.
  • BRTR is much larger than BCLO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCLOBRTR
Annual cost (TER)0.45%0.38%
Fund size (AUM)$74M$663M
Since20252023
Dividend yield6.66%4.65%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+6.8%+5.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.01%3.64%
Max drawdown-4.46%-5.07%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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