Skip to content
Beacon
Screener

CLOA vs SLQD

iShares AAA CLO Active ETF vs iShares 0-5 Year Investment Grade Corporate Bond ETF

CLOA

iShares AAA CLO Active ETF

Annual cost

0.20%

Fund size

$2.1B

SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

Annual cost

0.06%

Fund size

$2.3B

Key differences

  • SLQD costs 0.14% less per year.
  • CLOA follows a active selection strategy; SLQD uses index tracking.
  • Over the last 3 years, CLOA has delivered higher annualized returns.
  • SLQD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CLOASLQD
Annual cost (TER)0.20%0.06%
Fund size (AUM)$2.1B$2.3B
Since20232013
Dividend yield5.09%4.25%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.5%+4.7%
CAGR 3Y+6.8%+5.4%
CAGR 5YN/A+2.6%
Sharpe 3Y2.570.86
Volatility 1Y0.72%1.49%
Max drawdown-1.34%-12.69%

Similar to CLOA and SLQD