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CLOA vs IGIB

iShares AAA CLO Active ETF vs iShares 5-10 Year Investment Grade Corporate Bond ETF

CLOA

iShares AAA CLO Active ETF

Annual cost

0.20%

Fund size

$2.1B

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$17.9B

Key differences

  • IGIB costs 0.16% less per year.
  • IGIB is significantly larger than CLOA — larger funds tend to be more liquid and less likely to close.
  • CLOA follows a active selection strategy; IGIB uses index tracking.
  • IGIB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CLOAIGIB
Annual cost (TER)0.20%0.04%
Fund size (AUM)$2.1B$17.9B
Since20232007
Dividend yield5.09%4.73%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.5%+7.2%
CAGR 3Y+6.8%+6.4%
CAGR 5YN/A+1.6%
Sharpe 3Y2.570.50
Volatility 1Y0.72%4.20%
Max drawdown-1.34%-20.63%

Similar to CLOA and IGIB