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BCLO vs USIG

iShares BBB-B CLO Active ETF vs iShares Broad USD Investment Grade Corporate Bond ETF

BCLO

iShares BBB-B CLO Active ETF

Annual cost

0.45%

Fund size

$74M

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$17.0B

Key differences

  • USIG costs 0.41% less per year.
  • USIG is significantly larger than BCLO — larger funds tend to be more liquid and less likely to close.
  • BCLO follows a active selection strategy; USIG uses index tracking.
  • USIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCLOUSIG
Annual cost (TER)0.45%0.04%
Fund size (AUM)$74M$17.0B
Since20252007
Dividend yield6.76%4.68%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+7.3%+6.9%
CAGR 3YN/A+5.7%
CAGR 5YN/A+1.0%
Sharpe 3YN/A0.38
Volatility 1Y2.09%4.19%
Max drawdown-4.46%-21.45%

Similar to BCLO and USIG