Screener
CLOZ vs CLOA
Eldridge BBB-B CLO ETF vs iShares AAA CLO Active ETF
Key differences
Both CLOZ and CLOA are fixed income ETFs. CLOZ charges 0.50% a year and CLOA 0.20%. The main difference: CLOA costs 0.30% less per year.
- CLOA costs 0.30% less per year.
- CLOA is much larger than CLOZ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CLOZ has delivered higher annualized returns.
Side-by-side comparison
| CLOZ | CLOA | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.20% |
| Fund size (AUM) | $668M | $2.2B |
| Since | 2023 | 2023 |
| Dividend yield | 7.46% | 5.01% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.1% | +5.3% |
| CAGR 3Y | +10.5% | +6.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.77 | 2.55 |
| Volatility 1Y | 3.43% | 0.70% |
| Max drawdown | -5.32% | -1.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.