Compare HBDC and CLOC

HBDC and CLOC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AAM Crescent CLO ETFBonds & Cash · Corporate0.49%6.28%+4.8%+5.5%[…][…]−0.5%1.1%$62M1.2

Hilton BDC Corporate Bond ETFBonds & Cash · Corporate0.39%5.11%+1.7%+3.0%[…][…]−3.0%3.0%$91M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: HBDC 2025 · CLOC 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hilton BDC Corporate Bond ETF · $91M[…]

HBDC

CLOC

AAM Crescent CLO ETF · $62M[…]

$10,000 five years ago, dividends reinvested

HBDCMeasureCLOC

+1.7%Year to dateJan 1 → Nov 9+4.8%

+3.0%1 yearTotal return+5.5%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.39%Expense ratio$39 · $49 a year on $10k · lower is better0.49%

5.11%Trailing 12-mo yield$511 · $628 a year on $10k6.28%

−3.0%Worst dropSmaller is better−0.5%

3.0%VolatilityLower is calmer1.1%

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

1–5CLOC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HBDC vs CLOC: Top 5 Holdings

Today

HBDC

[…]in top 5

CLOC

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

HBDC vs CLOC Returns, Every Period

1Y

HiltonHBDC

+3.0%

past year

CLOCAAM

+5.5%

past year

HBDCCLOCFaded: behind in that period

0–2CLOC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

HBDC vs CLOC

YTD

HiltonHBDC

+1.7%

CLOCAAM

+4.8%

+1.7%Year to date+4.8%

−3.0%Worst drop · 1Y−0.5%

3.0%Volatility · 1Y1.1%

5.1%Yield6.3%

$90.7MAssets$62.1M

4–0CLOC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HBDC, CLOC

Today

0.39%lowest, HBDC

FundExpense ratioFee$10k

HBDC0.39%$39

CLOC0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HBDC, CLOC

1Y

6.28%highest, CLOC

FundTrailing yieldYield$10k

CLOC6.28%$628

HBDC5.11%$511

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$579most kept, CLOC

CLOC$628 − $49 = $579

HBDC$511 − $39 = $472

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HBDC, CLOC

Today

[…]holdings […]

HBDCCLOC

HBDC—[…]

CLOC[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+5.5%CLOC, at 1.1% volatility

CLOCWorst drop−0.5%1.1% vol

HBDCWorst drop−3.0%3.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CLOCHBDC

+4.8%Year to date+1.7%

6.3%Yield5.1%

+5.5%Past year+3.0%

0.49%Fee0.39%

3–1CLOC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026