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CLOI vs IUSB
VanEck CLO ETF vs iShares Core Universal USD Bond ETF
Key differences
- IUSB costs 0.30% less per year.
- IUSB is significantly larger than CLOI — larger funds tend to be more liquid and less likely to close.
- CLOI follows a active selection strategy; IUSB uses index tracking.
- Over the last 3 years, CLOI has delivered higher annualized returns.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CLOI | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.06% |
| Fund size (AUM) | $1.3B | $36.5B |
| Since | 2022 | 2014 |
| Dividend yield | 5.44% | 4.24% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | +6.0% |
| CAGR 3Y | +7.2% | +4.6% |
| CAGR 5Y | N/A | +0.6% |
| Sharpe 3Y | 1.32 | 0.21 |
| Volatility 1Y | 1.21% | 3.66% |
| Max drawdown | -3.36% | -17.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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