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BCLO vs CLOI

iShares BBB-B CLO Active ETF vs VanEck CLO ETF

BCLO

iShares BBB-B CLO Active ETF

Annual cost

0.45%

Fund size

$74M

CLOI

VanEck CLO ETF

Annual cost

0.36%

Fund size

$1.3B

Key differences

  • CLOI costs 0.09% less per year.
  • CLOI is significantly larger than BCLO — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

BCLOCLOI
Annual cost (TER)0.45%0.36%
Fund size (AUM)$74M$1.3B
Since20252022
Dividend yield6.76%5.44%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+7.3%+5.7%
CAGR 3YN/A+7.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.32
Volatility 1Y2.09%1.21%
Max drawdown-4.46%-3.36%

Similar to BCLO and CLOI