BCONX vs. CLOI
Compare and contrast key facts about Barrow Hanley Credit Opportunities Fund (BCONX) and VanEck CLO ETF (CLOI).
BCONX is managed by Perpetual Funds. It was launched on Apr 11, 2022. CLOI is an actively managed fund by VanEck. It was launched on Jun 21, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCONX or CLOI.
Correlation
The correlation between BCONX and CLOI is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BCONX vs. CLOI - Performance Comparison
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Key characteristics
BCONX:
2.80
CLOI:
1.60
BCONX:
3.78
CLOI:
2.02
BCONX:
1.70
CLOI:
1.73
BCONX:
2.21
CLOI:
2.03
BCONX:
10.11
CLOI:
16.43
BCONX:
0.87%
CLOI:
0.40%
BCONX:
3.14%
CLOI:
4.09%
BCONX:
-8.88%
CLOI:
-3.25%
BCONX:
-0.68%
CLOI:
-0.15%
Returns By Period
In the year-to-date period, BCONX achieves a 1.38% return, which is significantly lower than CLOI's 1.73% return.
BCONX
1.38%
2.97%
1.80%
8.75%
N/A
N/A
CLOI
1.73%
1.29%
2.65%
6.50%
N/A
N/A
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BCONX vs. CLOI - Expense Ratio Comparison
BCONX has a 0.78% expense ratio, which is higher than CLOI's 0.40% expense ratio.
Risk-Adjusted Performance
BCONX vs. CLOI — Risk-Adjusted Performance Rank
BCONX
CLOI
BCONX vs. CLOI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barrow Hanley Credit Opportunities Fund (BCONX) and VanEck CLO ETF (CLOI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BCONX vs. CLOI - Dividend Comparison
BCONX's dividend yield for the trailing twelve months is around 8.60%, more than CLOI's 6.35% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
BCONX Barrow Hanley Credit Opportunities Fund | 8.60% | 8.24% | 7.98% | 5.14% |
CLOI VanEck CLO ETF | 6.35% | 6.71% | 5.61% | 2.23% |
Drawdowns
BCONX vs. CLOI - Drawdown Comparison
The maximum BCONX drawdown since its inception was -8.88%, which is greater than CLOI's maximum drawdown of -3.25%. Use the drawdown chart below to compare losses from any high point for BCONX and CLOI. For additional features, visit the drawdowns tool.
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Volatility
BCONX vs. CLOI - Volatility Comparison
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