Screener
OPER vs CLOZ
ClearShares Ultra-Short Maturity ETF vs Eldridge BBB-B CLO ETF
Key differences
Both OPER and CLOZ are fixed income ETFs. OPER charges 0.20% a year and CLOZ 0.50%. 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
| OPER | CLOZ | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.50% |
| Fund size (AUM) | $118M | $668M |
| Since | 2018 | 2023 |
| Dividend yield | 4.09% | 7.46% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +6.4% |
| CAGR 3Y | +4.6% | +10.6% |
| CAGR 5Y | +3.6% | N/A |
| Sharpe 3Y | 2.16 | 1.78 |
| Volatility 1Y | 0.27% | 3.44% |
| Max drawdown | -2.33% | -5.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.