Screener
CLOZ vs CLOI
Eldridge BBB-B CLO ETF vs VanEck CLO ETF
Key differences
Both CLOZ and CLOI are fixed income ETFs. CLOZ charges 0.50% a year and CLOI 0.36%. The main difference: CLOI costs 0.14% less per year.
- CLOI costs 0.14% less per year.
- Over the last three years, CLOZ has delivered higher annualized returns.
Side-by-side comparison
| CLOZ | CLOI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.36% |
| Fund size (AUM) | $668M | $1.3B |
| Since | 2023 | 2022 |
| Dividend yield | 7.46% | 5.40% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.1% | +5.4% |
| CAGR 3Y | +10.5% | +7.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.77 | 1.29 |
| Volatility 1Y | 3.43% | 1.15% |
| Max drawdown | -5.32% | -3.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.