Screener
NEAR vs CLOA
iShares Short Duration Bond Active ETF vs iShares AAA CLO Active ETF
Key differences
Both NEAR and CLOA are fixed income ETFs. NEAR charges 0.25% a year and CLOA 0.20%. The main difference: Over the last three years, CLOA has delivered higher annualized returns.
- Over the last three years, CLOA has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | CLOA | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.20% |
| Fund size (AUM) | $4.6B | $2.2B |
| Since | 2013 | 2023 |
| Dividend yield | 4.47% | 5.01% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +5.2% |
| CAGR 3Y | +5.6% | +6.7% |
| CAGR 5Y | +3.9% | N/A |
| Sharpe 3Y | 1.18 | 2.52 |
| Volatility 1Y | 1.37% | 0.70% |
| Max drawdown | -9.61% | -1.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.