ICLO vs VIG

AICLO

BVIG

Measures won3–2ICLO wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · SGOV $12,092

Lowest cost0.04%VIG · $4 on $10k

Most income4.75%ICLO · $475 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]ICLO and VIG

Invesco AAA CLO Floating Rate Note ETF · $614MVanguard Dividend Appreciation ETF · $109B

+6.1%3 years · per year$11,958 · $16,696+18.6%

[…]5 years · per year[…] · $16,583+10.6%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

4.75%12-mo yield$475 · $146 on $10k

Cards for this view

ICLO

Invesco AAA CLO Floating Rate Note

[…]

VIG

Vanguard Dividend Appreciation

$16,583

MeasureICLOVIG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield4.75%1.46%

5 years, per year[…]+10.6%

3 years, per year+6.1%+18.6%

Worst drop · 1Y−0.3%−7.9%

Volatility · 1Y1.1%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
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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