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VPC vs PCLO

Virtus Private Credit ETF vs Virtus SEIX AAA Private Credit CLO ETF

VPC

Virtus Private Credit ETF

Virtus

Annual cost

10.60%

Fund size

$33M

PCLO

Virtus SEIX AAA Private Credit CLO ETF

Virtus

Annual cost

0.29%

Fund size

$19M

Key differences

  • PCLO costs 10.31% less per year.
  • VPC is classified as equity, while PCLO is fixed income — different risk/return profiles.
  • VPC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VPCPCLO
Annual cost (TER)10.60%0.29%
Fund size (AUM)$33M$19M
Since20192024
Dividend yield16.57%5.32%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-10.7%+5.2%
CAGR 3Y+3.4%N/A
CAGR 5Y+1.5%N/A
Sharpe 3Y0.05N/A
Volatility 1Y13.06%0.90%
Max drawdown-53.45%-0.76%

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

Similar to VPC and PCLO