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PCLO vs CLOA

Virtus SEIX AAA Private Credit CLO ETF vs iShares AAA CLO Active ETF

PCLO

Virtus SEIX AAA Private Credit CLO ETF

Virtus

Annual cost

0.29%

Fund size

$19M

CLOA

iShares AAA CLO Active ETF

iShares

Annual cost

0.20%

Fund size

$2.1B

Key differences

  • CLOA costs 0.09% less per year.
  • CLOA is significantly larger than PCLO — larger funds tend to be more liquid and less likely to close.
  • PCLO follows a index tracking strategy; CLOA uses active selection.

Side-by-side comparison

PCLOCLOA
Annual cost (TER)0.29%0.20%
Fund size (AUM)$19M$2.1B
Since20242023
Dividend yield5.32%5.09%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.2%+5.5%
CAGR 3YN/A+6.8%
CAGR 5YN/AN/A
Sharpe 3YN/A2.57
Volatility 1Y0.90%0.72%
Max drawdown-0.76%-1.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PCLO and CLOA