Screener
CLOA vs FCLO
iShares AAA CLO Active ETF vs Fidelity CLO ETF
Key differences
- FCLO costs 0.20% less per year.
- CLOA is significantly larger than FCLO — larger funds tend to be more liquid and less likely to close.
- CLOA follows a active selection strategy; FCLO uses multi strategy.
Side-by-side comparison
| CLOA | FCLO | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.00% |
| Fund size (AUM) | $2.1B | $25M |
| Since | 2023 | 2026 |
| Dividend yield | 5.09% | — |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +5.6% | N/A |
| CAGR 3Y | +6.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 2.57 | N/A |
| Volatility 1Y | 0.72% | — |
| Max drawdown | -1.34% | -0.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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