Screener
CLOZ vs OPER
Eldridge BBB-B CLO ETF vs ClearShares Ultra-Short Maturity ETF
Key differences
Both CLOZ and OPER are fixed income ETFs. CLOZ charges 0.50% a year and OPER 0.20%. The main difference: OPER costs 0.30% less per year.
- OPER costs 0.30% less per year.
- CLOZ is much larger than OPER. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CLOZ has delivered higher annualized returns.
- OPER has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CLOZ | OPER | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.20% |
| Fund size (AUM) | $668M | $118M |
| Since | 2023 | 2018 |
| Dividend yield | 7.46% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.4% | +4.1% |
| CAGR 3Y | +10.6% | +4.6% |
| CAGR 5Y | N/A | +3.6% |
| Sharpe 3Y | 1.78 | 2.16 |
| Volatility 1Y | 3.44% | 0.27% |
| Max drawdown | -5.32% | -2.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.