ICLO vs SPY

AICLO

BSPY

Measures won3–2ICLO wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income4.75%ICLO · $475 on $10k

Smallest drop−0.3%ICLO · worst fall in 1Y

Held in common[…]ICLO and SPY

Invesco AAA CLO Floating Rate Note ETF · $614MState Street SPDR S&P 500 ETF · $792B

+6.1%3 years · per year$11,948 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

4.75%12-mo yield$475 · $100 on $10k

Cards for this view

ICLO

Invesco AAA CLO Floating Rate Note

[…]

SPY

SPDR S&P 500

$17,481

MeasureICLOSPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield4.75%1.00%

5 years, per year[…]+11.8%

3 years, per year+6.1%+21.8%

Worst drop · 1Y−0.3%−8.9%

Volatility · 1Y1.1%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AICLO	Invesco AAA CLO Floating Rate Note ETFRead Desk	0.19%	4.75%	0.0%	+4.1%	+4.7%	+6.1%	new	−0.3%	$614M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AICLO	Invesco AAA CLO Floating Rate Note ETFRead Desk	0.19%	4.75%	0.0%	+4.1%	+4.7%	+6.1%	new	−0.3%	$614M

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