Skip to content
Beacon
Screener

PCLO vs VSHY

Virtus SEIX AAA Private Credit CLO ETF vs Virtus Newfleet Short Duration High Yield Bond ETF

PCLO

Virtus SEIX AAA Private Credit CLO ETF

Virtus

Annual cost

0.29%

Fund size

$19M

VSHY

Virtus Newfleet Short Duration High Yield Bond ETF

Virtus

Annual cost

0.39%

Fund size

$31M

Key differences

  • PCLO costs 0.10% less per year.
  • PCLO follows a index tracking strategy; VSHY uses active selection.
  • VSHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCLOVSHY
Annual cost (TER)0.29%0.39%
Fund size (AUM)$19M$31M
Since20242016
Dividend yield5.32%6.45%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.2%+7.7%
CAGR 3YN/A+8.9%
CAGR 5YN/A+4.3%
Sharpe 3YN/A1.08
Volatility 1Y0.90%3.41%
Max drawdown-0.76%-14.40%

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

Similar to PCLO and VSHY