Skip to content
Beacon
Screener

QLTA vs CLOA

iShares Aaa - A Rated Corporate Bond ETF vs iShares AAA CLO Active ETF

QLTA

iShares Aaa - A Rated Corporate Bond ETF

iShares

Annual cost

0.15%

Fund size

$1.5B

CLOA

iShares AAA CLO Active ETF

iShares

Annual cost

0.20%

Fund size

$2.1B

Key differences

  • QLTA costs 0.05% less per year.
  • QLTA follows a index tracking strategy; CLOA uses active selection.
  • Over the last 3 years, CLOA has delivered higher annualized returns.
  • QLTA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QLTACLOA
Annual cost (TER)0.15%0.20%
Fund size (AUM)$1.5B$2.1B
Since20122023
Dividend yield4.42%5.09%
Asset classfixed incomefixed income
Regionglobal
Strategyindex trackingactive selection
CAGR 1Y+6.2%+5.5%
CAGR 3Y+4.7%+6.8%
CAGR 5Y+0.4%N/A
Sharpe 3Y0.212.57
Volatility 1Y4.44%0.72%
Max drawdown-22.27%-1.34%

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

Similar to QLTA and CLOA