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CLOZ vs BCLO

Eldridge BBB-B CLO ETF vs iShares BBB-B CLO Active ETF

CLOZ

Eldridge BBB-B CLO ETF

Annual cost

0.50%

Fund size

$668M

BCLO

iShares BBB-B CLO Active ETF

Annual cost

0.45%

Fund size

$74M

Key differences

Both CLOZ and BCLO are fixed income ETFs. CLOZ charges 0.50% a year and BCLO 0.45%. The main difference: CLOZ is much larger than BCLO. Larger funds are usually more liquid and less likely to close.

  • CLOZ is much larger than BCLO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CLOZBCLO
Annual cost (TER)0.50%0.45%
Fund size (AUM)$668M$74M
Since20232025
Dividend yield7.46%6.66%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+6.1%+6.7%
CAGR 3Y+10.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.77N/A
Volatility 1Y3.43%2.02%
Max drawdown-5.32%-4.46%

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

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