Screener
CLOA vs LQDB
iShares AAA CLO Active ETF vs iShares BBB Rated Corporate Bond ETF
Key differences
- LQDB costs 0.05% less per year.
- CLOA is significantly larger than LQDB — larger funds tend to be more liquid and less likely to close.
- CLOA follows a active selection strategy; LQDB uses index tracking.
Side-by-side comparison
| CLOA | LQDB | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $2.1B | $52M |
| Since | 2023 | 2021 |
| Dividend yield | 5.09% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.5% | +6.9% |
| CAGR 3Y | +6.8% | +5.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 2.57 | 0.41 |
| Volatility 1Y | 0.72% | 4.15% |
| Max drawdown | -1.34% | -21.63% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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