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CLOA vs CLOX

iShares AAA CLO Active ETF vs Eldridge AAA CLO ETF

CLOA

iShares AAA CLO Active ETF

Annual cost

0.20%

Fund size

$2.2B

CLOX

Eldridge AAA CLO ETF

Annual cost

0.20%

Fund size

$284M

Key differences

Both CLOA and CLOX are fixed income ETFs. CLOA charges 0.20% a year and CLOX 0.20%. The main difference: CLOA is much larger than CLOX. Larger funds are usually more liquid and less likely to close.

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

Side-by-side comparison

CLOACLOX
Annual cost (TER)0.20%0.20%
Fund size (AUM)$2.2B$284M
Since20232023
Dividend yield5.01%4.96%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+5.4%+5.3%
CAGR 3Y+6.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y2.51N/A
Volatility 1Y0.71%1.30%
Max drawdown-1.34%-4.13%

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

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