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- Upturn Summary
- Fund Details
Upturn AI Summary
VanEck ETF Trust - VanEck CLO ETF(CLOI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CLOI
10/30/2026: CLOI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
VanEck CLO ETF (CLOI) is an actively managed fund providing exposure to high-quality Collateralized Loan Obligations. By focusing on floating-rate tranches, it aims to generate consistent income while mitigating interest rate risk, making it a strong fit for income-focused investors. Its primary strengths include professional active management and access to institutional-grade structured credit. Investors should monitor credit default trends and general economic health, as these factors directly influence performance. It is an effective tool for those seeking yield diversification within a broader income portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund is designed for income generation rather than aggressive capital growth. |
| Momentum investor | Mixed fit | Momentum may be relevant during specific credit cycles, but the fund is primarily an income vehicle. |
| Value investor | Mixed fit | Value investors may find the floating-rate income attractive relative to other fixed-income assets. |
| Dividend/Income investor | Strong fit | This is a primary target for investors seeking stable, monthly income from floating-rate assets. |
| Low-risk investor | Mixed fit | While high-quality CLOs are relatively stable, the complexity of the asset class introduces specific risks that low-risk investors should monitor. |
Investor Profile
Ideal Investor Profile
Income-oriented investors looking to diversify their fixed-income sleeve and hedge against interest rate risk.
Suitability
Best suited for long-term investors seeking reliable income, not for active traders or those seeking capital growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Prices can fluctuate based on broader credit market conditions and liquidity premiums. |
| Market risk | Medium | Systemic shifts in the corporate loan market can impact the collateral backing the CLOs. |
| Concentration | Medium | The portfolio is concentrated in the specific asset class of CLOs. |
| Tracking/expense | Low | As an active fund, it does not track an index, but management costs are competitive. |
| Liquidity | Medium | Underlying CLO tranches can experience reduced liquidity during periods of market stress. |
| Business/sector quality | Medium | The health of the underlying corporate borrowers directly affects the performance of the CLO tranches. |
Risk Analysis
Volatility
CLOI exhibits lower volatility than equities but higher than government bonds, typical of the credit asset class.
Market Risk
The fund is subject to credit spread widening and corporate loan default rates, which can impact NAV.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade CLO Tranches | 95 | This represents the core holding of high-quality, floating-rate debt securities. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Liquidity held to manage daily flows and tactical reinvestment opportunities. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 7.75% | Avg. Invested days 177 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/30/2026 |
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