Skip to content
Beacon
Screener

CLOI vs VSHY

VanEck CLO ETF vs Virtus Newfleet Short Duration High Yield Bond ETF

CLOI

VanEck CLO ETF

VanEck

Annual cost

0.36%

Fund size

$1.3B

VSHY

Virtus Newfleet Short Duration High Yield Bond ETF

Virtus

Annual cost

0.39%

Fund size

$31M

Key differences

  • CLOI is significantly larger than VSHY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VSHY has delivered higher annualized returns.
  • VSHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CLOIVSHY
Annual cost (TER)0.36%0.39%
Fund size (AUM)$1.3B$31M
Since20222016
Dividend yield5.44%6.45%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+5.7%+7.7%
CAGR 3Y+7.2%+8.9%
CAGR 5YN/A+4.3%
Sharpe 3Y1.321.08
Volatility 1Y1.21%3.41%
Max drawdown-3.36%-14.40%

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

Similar to CLOI and VSHY