Screener
CLOI vs CLOZ
VanEck CLO ETF vs Eldridge BBB-B CLO ETF
Key differences
Both CLOI and CLOZ are fixed income ETFs. CLOI charges 0.36% a year and CLOZ 0.50%. The main difference: CLOI costs 0.14% less per year.
- CLOI costs 0.14% less per year.
- Over the last three years, CLOZ has delivered higher annualized returns.
Side-by-side comparison
| CLOI | CLOZ | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.50% |
| Fund size (AUM) | $1.3B | $668M |
| Since | 2022 | 2023 |
| Dividend yield | 5.40% | 7.46% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.4% | +6.1% |
| CAGR 3Y | +7.1% | +10.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.29 | 1.77 |
| Volatility 1Y | 1.15% | 3.43% |
| Max drawdown | -3.36% | -5.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.