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CLOX vs CLOZ

Eldridge AAA CLO ETF vs Eldridge BBB-B CLO ETF

CLOX

Eldridge AAA CLO ETF

Annual cost

0.20%

Fund size

$284M

CLOZ

Eldridge BBB-B CLO ETF

Annual cost

0.50%

Fund size

$668M

Key differences

Both CLOX and CLOZ are fixed income ETFs. CLOX charges 0.20% a year and CLOZ 0.50%. The main difference: CLOX costs 0.30% less per year.

  • CLOX costs 0.30% less per year.

Side-by-side comparison

CLOXCLOZ
Annual cost (TER)0.20%0.50%
Fund size (AUM)$284M$668M
Since20232023
Dividend yield4.96%7.46%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+5.1%+6.1%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.77
Volatility 1Y1.32%3.43%
Max drawdown-4.13%-5.32%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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