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PCLO vs NCLO

Virtus SEIX AAA Private Credit CLO ETF vs Nuveen Aa-bbb Clo Etf

PCLO

Virtus SEIX AAA Private Credit CLO ETF

Virtus

Annual cost

0.29%

Fund size

$19M

NCLO

Nuveen AA-BBB CLO ETF

Nuveen

Annual cost

0.26%

Fund size

$148M

Key differences

  • NCLO is significantly larger than PCLO — larger funds tend to be more liquid and less likely to close.
  • PCLO follows a index tracking strategy; NCLO uses active selection.

Side-by-side comparison

PCLONCLO
Annual cost (TER)0.29%0.26%
Fund size (AUM)$19M$148M
Since20242024
Dividend yield5.32%5.86%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.2%+6.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.90%3.56%
Max drawdown-0.76%-3.06%

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

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