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ICSH vs CLOA

iShares Ultra Short Duration Bond Active ETF vs iShares AAA CLO Active ETF

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

CLOA

iShares AAA CLO Active ETF

Annual cost

0.20%

Fund size

$2.2B

Key differences

Both ICSH and CLOA are fixed income ETFs. ICSH charges 0.08% a year and CLOA 0.20%. The main difference: ICSH costs 0.12% less per year.

  • ICSH costs 0.12% less per year.
  • ICSH is much larger than CLOA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CLOA has delivered higher annualized returns.
  • ICSH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ICSHCLOA
Annual cost (TER)0.08%0.20%
Fund size (AUM)$7.6B$2.2B
Since20132023
Dividend yield4.38%5.01%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+5.2%
CAGR 3Y+5.2%+6.7%
CAGR 5Y+3.7%N/A
Sharpe 3Y3.412.52
Volatility 1Y0.41%0.70%
Max drawdown-3.94%-1.34%

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

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