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CLOX vs FCLO

Eldridge AAA CLO ETF vs Fidelity CLO ETF

CLOX

Eldridge AAA CLO ETF

Annual cost

0.20%

Fund size

$284M

FCLO

Fidelity CLO ETF

Annual cost

0.00%

Fund size

$26M

Key differences

Both CLOX and FCLO are fixed income ETFs. CLOX charges 0.20% a year and FCLO 0.00%. The main difference: CLOX follows a active selection strategy; FCLO uses multi strategy.

  • CLOX follows a active selection strategy; FCLO uses multi strategy.
  • FCLO costs 0.20% less per year.
  • CLOX is much larger than FCLO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CLOXFCLO
Annual cost (TER)0.20%0.00%
Fund size (AUM)$284M$26M
Since20232026
Dividend yield4.96%
Asset classfixed incomefixed income
Region
Strategyactive selectionmulti strategy
CAGR 1Y+5.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.30%
Max drawdown-4.13%-0.58%

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

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