Screener
CLOA vs NEAR
iShares AAA CLO Active ETF vs iShares Short Duration Bond Active ETF
Key differences
Both CLOA and NEAR are fixed income ETFs. CLOA charges 0.20% a year and NEAR 0.25%. The main difference: Over the last three years, CLOA has delivered higher annualized returns.
- Over the last three years, CLOA has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CLOA | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.25% |
| Fund size (AUM) | $2.2B | $4.6B |
| Since | 2023 | 2013 |
| Dividend yield | 5.01% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.2% | +4.1% |
| CAGR 3Y | +6.7% | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 2.52 | 1.18 |
| Volatility 1Y | 0.70% | 1.37% |
| Max drawdown | -1.34% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.