Screener
CLOI vs IG
VanEck CLO ETF vs Principal Investment Grade Corporate ETF
Key differences
- IG costs 0.17% less per year.
- CLOI is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, CLOI has delivered higher annualized returns.
Side-by-side comparison
| CLOI | IG | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.19% |
| Fund size (AUM) | $1.3B | $179M |
| Since | 2022 | 2018 |
| Dividend yield | 5.44% | 5.06% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.7% | +7.2% |
| CAGR 3Y | +7.2% | +5.5% |
| CAGR 5Y | N/A | +0.4% |
| Sharpe 3Y | 1.32 | 0.32 |
| Volatility 1Y | 1.21% | 4.81% |
| Max drawdown | -3.36% | -23.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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