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BRTR vs BCLO

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

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

BCLO

iShares BBB-B CLO Active ETF

Annual cost

0.45%

Fund size

$74M

Key differences

Both BRTR and BCLO are fixed income ETFs. BRTR charges 0.38% a year and BCLO 0.45%. 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

BRTRBCLO
Annual cost (TER)0.38%0.45%
Fund size (AUM)$663M$74M
Since20232025
Dividend yield4.65%6.66%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+6.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.64%2.01%
Max drawdown-5.07%-4.46%

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

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