Screener
JAAA vs CLOZ
Janus Henderson AAA CLO ETF vs Eldridge BBB-B CLO ETF
Key differences
Both JAAA and CLOZ are fixed income ETFs. JAAA charges 0.20% a year and CLOZ 0.50%. The main difference: JAAA costs 0.30% less per year.
- JAAA costs 0.30% less per year.
- JAAA 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
| JAAA | CLOZ | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.50% |
| Fund size (AUM) | $27.3B | $668M |
| Since | 2020 | 2023 |
| Dividend yield | 5.43% | 7.46% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.1% | +6.1% |
| CAGR 3Y | +6.5% | +10.5% |
| CAGR 5Y | +4.7% | N/A |
| Sharpe 3Y | 2.16 | 1.77 |
| Volatility 1Y | 0.84% | 3.43% |
| Max drawdown | -2.60% | -5.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.