Compare HBDC and BCLO

HBDC and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.31%+4.8%+5.7%[…][…]−1.9%1.9%$113M1.2

Hilton BDC Corporate Bond ETFBonds & Cash · Corporate0.39%5.13%+1.3%+2.5%[…][…]−3.0%3.0%$90M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HBDC 2025 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hilton BDC Corporate Bond ETF · $90M[…]

HBDC

BCLO

iShares BBB-B CLO Active ETF · $113M[…]

$10,000 five years ago, dividends reinvested

HBDCMeasureBCLO

+1.3%Year to dateJan 1 → Nov 4+4.8%

+2.5%1 yearTotal return+5.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.39%Expense ratio$39 · $45 a year on $10k · lower is better0.45%

5.13%Trailing 12-mo yield$513 · $631 a year on $10k6.31%

−3.0%Worst dropSmaller is better−1.9%

3.0%VolatilityLower is calmer1.9%

HBDCBCLO Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5BCLO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HBDC vs BCLO: Top 5 Holdings

Today

HBDC

[…]in top 5

BCLO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

HBDC vs BCLO Returns, Every Period

1Y

HiltonHBDC

+2.5%

past year

BCLOiShares

+5.7%

past year

HBDCBCLOFaded: behind in that period

0–2BCLO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HBDC vs BCLO

YTD

HiltonHBDC

+1.3%

BCLOiShares

+4.8%

+1.3%Year to date+4.8%

−3.0%Worst drop · 1Y−1.9%

3.0%Volatility · 1Y1.9%

5.1%Yield6.3%

$90.3MAssets$113M

4–0BCLO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HBDC, BCLO

Today

0.39%lowest, HBDC

FundExpense ratioFee$10k

HBDC0.39%$39

BCLO0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HBDC, BCLO

1Y

6.31%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.31%$631

HBDC5.13%$513

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$586most kept, BCLO

BCLO$631 − $45 = $586

HBDC$513 − $39 = $474

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HBDC, BCLO

Today

[…]holdings […]

HBDCBCLO

HBDC—[…]

BCLO[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+5.7%BCLO, at 1.9% volatility

BCLOWorst drop−1.9%1.9% vol

HBDCWorst drop−3.0%3.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BCLOHBDC

+4.8%Year to date+1.3%

6.3%Yield5.1%

+5.7%Past year+2.5%

0.45%Fee0.39%

3–1BCLO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026