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CLOZ vs CLOX

Eldridge BBB-B CLO ETF vs Eldridge AAA CLO ETF

CLOZ

Eldridge BBB-B CLO ETF

Annual cost

0.50%

Fund size

$668M

CLOX

Eldridge AAA CLO ETF

Annual cost

0.20%

Fund size

$284M

Key differences

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

  • CLOX costs 0.30% less per year.

Side-by-side comparison

CLOZCLOX
Annual cost (TER)0.50%0.20%
Fund size (AUM)$668M$284M
Since20232023
Dividend yield7.46%4.96%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+6.1%+5.1%
CAGR 3Y+10.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.77N/A
Volatility 1Y3.43%1.32%
Max drawdown-5.32%-4.13%

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

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