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RCLO vs CLOZ

Reckoner BBB-B CLO ETF vs Eldridge BBB-B CLO ETF

RCLO

Reckoner BBB-B CLO ETF

Annual cost

0.01%

Fund size

$30M

CLOZ

Eldridge BBB-B CLO ETF

Annual cost

0.50%

Fund size

$668M

Key differences

Both RCLO and CLOZ are fixed income ETFs. RCLO charges 0.01% a year and CLOZ 0.50%. The main difference: RCLO costs 0.49% less per year.

  • RCLO costs 0.49% less per year.
  • CLOZ is much larger than RCLO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RCLOCLOZ
Annual cost (TER)0.01%0.50%
Fund size (AUM)$30M$668M
Since20252023
Dividend yield7.46%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+6.4%
CAGR 3YN/A+10.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.78
Volatility 1Y3.44%
Max drawdown-3.70%-5.32%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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