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OPER vs CLOA

ClearShares Ultra-Short Maturity ETF vs iShares AAA CLO Active ETF

OPER

ClearShares Ultra-Short Maturity ETF

Annual cost

0.20%

Fund size

$118M

CLOA

iShares AAA CLO Active ETF

Annual cost

0.20%

Fund size

$2.2B

Key differences

Both OPER and CLOA are fixed income ETFs. OPER charges 0.20% a year and CLOA 0.20%. The main difference: CLOA is much larger than OPER. Larger funds are usually more liquid and less likely to close.

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

Side-by-side comparison

OPERCLOA
Annual cost (TER)0.20%0.20%
Fund size (AUM)$118M$2.2B
Since20182023
Dividend yield4.09%5.01%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%+5.2%
CAGR 3Y+4.6%+6.7%
CAGR 5Y+3.6%N/A
Sharpe 3Y2.162.52
Volatility 1Y0.27%0.70%
Max drawdown-2.33%-1.34%

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

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