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BCLO vs LQDB

iShares BBB-B CLO Active ETF vs iShares BBB Rated Corporate Bond ETF

BCLO

iShares BBB-B CLO Active ETF

Annual cost

0.45%

Fund size

$74M

LQDB

iShares BBB Rated Corporate Bond ETF

Annual cost

0.15%

Fund size

$52M

Key differences

  • LQDB costs 0.30% less per year.
  • BCLO follows a active selection strategy; LQDB uses index tracking.

Side-by-side comparison

BCLOLQDB
Annual cost (TER)0.45%0.15%
Fund size (AUM)$74M$52M
Since20252021
Dividend yield6.76%4.63%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+7.3%+6.9%
CAGR 3YN/A+5.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.41
Volatility 1Y2.09%4.15%
Max drawdown-4.46%-21.63%

Similar to BCLO and LQDB