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PCLO vs ICLO

Virtus SEIX AAA Private Credit CLO ETF vs Invesco AAA CLO Floating Rate Note ETF

PCLO

Virtus SEIX AAA Private Credit CLO ETF

Virtus

Annual cost

0.29%

Fund size

$19M

ICLO

Invesco AAA CLO Floating Rate Note ETF

Invesco

Annual cost

0.19%

Fund size

$448M

Key differences

  • ICLO costs 0.10% less per year.
  • ICLO is significantly larger than PCLO — larger funds tend to be more liquid and less likely to close.
  • PCLO follows a index tracking strategy; ICLO uses active selection.

Side-by-side comparison

PCLOICLO
Annual cost (TER)0.29%0.19%
Fund size (AUM)$19M$448M
Since20242022
Dividend yield5.32%5.26%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.2%+5.7%
CAGR 3YN/A+6.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.22
Volatility 1Y0.90%1.39%
Max drawdown-0.76%-3.46%

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

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