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CLOI vs LFEQ

VanEck CLO ETF vs VanEck Long/Flat Trend ETF

CLOI

VanEck CLO ETF

VanEck

Annual cost

0.36%

Fund size

$1.3B

LFEQ

VanEck Long/Flat Trend ETF

VanEck

Annual cost

0.58%

Fund size

$29M

Key differences

  • CLOI costs 0.22% less per year.
  • CLOI is significantly larger than LFEQ — larger funds tend to be more liquid and less likely to close.
  • CLOI is classified as fixed income, while LFEQ is alternative — different risk/return profiles.
  • CLOI follows a active selection strategy; LFEQ uses tactical allocation.
  • Over the last 3 years, LFEQ has delivered higher annualized returns.
  • LFEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CLOILFEQ
Annual cost (TER)0.36%0.58%
Fund size (AUM)$1.3B$29M
Since20222017
Dividend yield5.44%0.86%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectiontactical allocation
CAGR 1Y+5.7%+30.3%
CAGR 3Y+7.2%+18.9%
CAGR 5YN/A+10.4%
Sharpe 3Y1.321.02
Volatility 1Y1.21%12.11%
Max drawdown-3.36%-35.19%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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