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BCLO vs CLOZ

iShares BBB-B CLO Active ETF vs Eldridge BBB-B CLO ETF

BCLO

iShares BBB-B CLO Active ETF

Annual cost

0.45%

Fund size

$74M

CLOZ

Eldridge BBB-B CLO ETF

Annual cost

0.50%

Fund size

$668M

Key differences

Both BCLO and CLOZ are fixed income ETFs. BCLO charges 0.45% a year and CLOZ 0.50%. The main difference: CLOZ is much larger than BCLO. Larger funds are usually more liquid and less likely to close.

  • CLOZ is much larger than BCLO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCLOCLOZ
Annual cost (TER)0.45%0.50%
Fund size (AUM)$74M$668M
Since20252023
Dividend yield6.66%7.46%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+6.8%+6.4%
CAGR 3YN/A+10.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.78
Volatility 1Y2.01%3.44%
Max drawdown-4.46%-5.32%

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

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