Vaneck CLO ETF

CLOI is actively managed to invest in collateralized loan obligations (CLOs) of any maturity. While targeting USD-denominated high-quality CLOs, the fund may still hold high-yield bonds in foreign currency.

Panagram AAA CLO ETF

Panagram Bbb-B Clo Etf

Collateralized loan obligations, or CLOs, may be a way for advisors to enhance retail clients' portfolios. They provide investors with access to a diverse pool of senior secured loans.

How CLOs Can Enhance Returns for Retail Clients

VanEck Morningstar Wide Moat ETF

VanEck Preferred Securities ex Financials ETF

As of November 22, the S&P 500 and Bloomberg U.S. Aggregate Bond Index are higher by 20.3% and 1.2%, respectively, year to date. So by most accounts, being long traditional assets has been effective in 2023.

Time to Start Examining Best Buys for 2024

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares iBoxx High Yield Corporate Bond ETF

Janus Henderson AAA CLO ETF

Vanguard Intermediate-Term Corporate Bond ETF

Fixed income ETF demand has been strong in 2023 led by Treasury ETFs. However, advisors have been rewarded by turning to alternatives in the fixed income space, such as those focused on the collateralized loan obligations (CLOs) market.

How CLOs Can Provide an Alternative to Traditional Bond ETFs

CLOs outperformed investment-grade and high yield bonds in September as fixed-rate debt continues to face headwinds in rising Treasury yields. The VanEck CLO ETF (the “Fund”) remains conservatively positioned relative to its benchmark, the J.P. Morgan CLO Index, as we expect downgrades to increase into 2024 as the impact of higher interest rates materializes. The Fund had approximately 90% exposure to AAA rated CLOs in September, versus under 70% in the benchmark.

CLOs Gain Amid Surge in Yields

A recent surge in bankruptcies and defaults by high-yield issuers is unnerving some fixed income investors. Bond investors, particularly those seeking elevated levels of income, are rightfully jittery.

CLOs Look Sturdy Even as Junk Defaults Rise

The VanEck CLO ETF focuses on investing in high-quality collateralized loan obligations and has performed well in the past year. The CLOI ETF might benefit from the "higher for longer" interest rate environment. Credit spreads might settle lower as the longer end of the U.S. yield curve is starting to tick up.

CLOI ETF: Take Advantage Of Resilient Short-Term Rates

VanEck CLO ETF has improved its disclosures, now showing 95% of assets invested in investment grade securities for the ETF. CLOI has returned 8.1% on a 1-year basis, outperforming the Janus Henderson AAA CLO ETF with substantially the same exposures. The CLOI ETF appears to be a solid fund that generates modest returns from a portfolio of highly rated CLO securities.

CLOI: Revising Thesis On Updated Disclosures (Rating Upgrade)

Collateralized loan obligations (CLOs), single securities supported by larger pools of debt, are one of the corners of the fixed income that aren't as vulnerable to rising interest. This is expecially compared to, say, long-dated Treasurys and corporate bonds.

There's More to CLOs Than Rising Rates Protection

CLOs generated strong returns in June, with a hawkish Fed driving coupons higher and a rally in spreads. CLOI continues to outperform its benchmark in 2023.

CLOs Continue to Climb As Spreads Tighten and Coupons Rise

Broader bond benchmarks are performing far better in 2023 than they did last year. While that's certainly a positive, the fixed income environment isn't entirely sanguine, either.

How CLOs Can Buffer Bond Portfolios

VanEck Fallen Angel High Yield Bond ETF

ETFs continue to open up avenues of opportunity for individual investors by capturing institutional investor strategies in an easily, widely accessible wrapper. One such strategy, that of collateralized loan obligations (CLOs), offers investors attractive income and yield with lower default risk.

CLOs: An Institutional Strategy for the Masses

Collateralized loan obligations (CLOs) have typically been difficult for retail investors to access. However, CLOs offer potentially significant income and can outperform other fixed income categories on a relative basis.

VanEck's CLOI Democratizes CLO Access

Bonds are bouncing back, but yields remain high, presenting income-oriented investors with a tempting scenario. However, with the possibility that interest rates will creep higher and elevate default risk in the high yield space, advisors and investors may want to go beyond basic fixed income strategies.

Call on CLOI for Enviable Income

NEW YORK--(BUSINESS WIRE)--VanEck announces its CLO ETF and the firm's Trends with Benefits podcast won awards at the 2023 With Intelligence ETF & Mutual Fund Ceremony.

VanEck's CLO ETF Named Newcomer Fixed Income ETF of the Year by With Intelligence

The VanEck CLO ETF (CLOI) has provided a steady dividend yield and low volatility in 2023, with a 30-day SEC yield of 6.4% and a 2% standard deviation. CLOI is expected to continue extracting high, safe yields from senior CLO tranches, with a projected total return of 7.5% for 2023. The CLO and leveraged loan market has seen rising default rates, but AAA CLO spreads are expected to stay rangebound in the near term, with increased demand from banks and overseas investors.

CLOI:  An Incredible Sturdy Way To Navigate 2023, 6.4% Yield

By William Sokol, Director of Product Management What Is a Collateralized Loan Obligation (CLO)? A collateralized loan obligation (CLO) is a portfolio of predominantly senior secured loans that is securitized and actively managed.

A Guide to Collateralized Loan Obligations (CLOs)

Portfolio positioning and security selection were key performance drivers for the VanEck CLO ETF in Q1 as the Fund outperformed the J.P. Morgan CLO Index.

Safe and Smart Playbook Helps CLOI Outperform in Q1

Safe And Smart Playbook Helps CLOI Outperform In Q1.

Safe And Smart Playbook Helps CLOI Outperform In Q1

VanEck's senior product manager Bill Sokol spoke with NYSE's Judy Shaw “about finding attractive income without taking excessive risk.” “That's something that income investors are always grappling with,” Sokol said at Exchange 2023.

NYSE's ETF Leaders: VanEck's Bill Sokol

VanEck CLO ETF gives retail investors exposure to investment-grade CLO tranches. CLOs have historically performed better than similarly rated bonds and loans.

CLOI: Exposure To CLO Asset Class

With inflation still residing at multi-decade highs, the Federal Reserve may have no choice but to continue raising interest rates, though potentially in less aggressive fashion than last year. Still, higher interest rates can potentially pinch an assortment of income-generating asset classes, prompting advisors and investors to consider alternatives.

CLOI Credible Source of Unique Income

Vaneck Morningstar SMID Moat ETF

Where is VanEck looking this year? One major area for the busy ETF shop is collateralized loan obligations (CLOs) according to VanEck director of product management Bill Sokol, available in the VanEck CLO ETF (CLOI).

VanEck's Sokol on Firm's “Unique” CLOI Arrangement

The VanEck CLO ETF outperformed the J.P. Morgan CLO Index in the fourth quarter by 0.13%, and since launching in June 2022 has outperformed by 0.57%, driven by both portfolio positioning and security selection. The Fund returned 3.16% in the quarter ended December 31, 2022, outperforming its benchmark, the J.P. Morgan CLO Index, by 0.13%.

CLOI Outperforms In Q4, Stays Defensive Amid Uncertainty

VanEck Vectors BDC Income ETF

Due to rising interest rates, income investors face plenty of challenges in 2022 as aggregate bond funds have endured double-digit declines. Some corners of the bond market performed less poorly, others were worse, but the bottom line is that bonds failed investors this year.

Pair of Unique Income Sources Could Deliver in 2023

CLOI is an exchange traded fund focused on CLO debt. The fund is composed of AAA / AA and A tranches, with an overweight positioning in AA tranches.

News for Vaneck CLO ETF ETF (CLOI)