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Upturn AI SWOT - About
VanEck ETF Trust - VanEck CLO ETF (CLOI)
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Upturn Advisory Summary
10/29/2025: CLOI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.56% | Avg. Invested days 242 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 49.65 - 53.02 | Updated Date 06/29/2025 |
52 Weeks Range 49.65 - 53.02 | Updated Date 06/29/2025 |
Upturn AI SWOT
VanEck ETF Trust - VanEck CLO ETF
ETF Overview
Overview
The VanEck CLO ETF (CLOI) seeks to provide current income by investing primarily in collateralized loan obligations (CLOs). It aims to provide exposure to the CLO market, which is a segment of the fixed income market.
Reputation and Reliability
VanEck is a well-established ETF provider with a long history of offering specialized investment products. They are generally considered a reputable and reliable issuer.
Management Expertise
VanEck has experienced professionals managing their ETFs, possessing a deep understanding of fixed income and structured credit markets.
Investment Objective
Goal
The primary investment goal of the VanEck CLO ETF is to seek current income.
Investment Approach and Strategy
Strategy: The ETF actively invests in CLOs, selecting securities based on credit quality, yield, and other factors.
Composition The ETF holds a portfolio of CLOs, which are structured credit products backed by pools of leveraged loans.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): Insufficient data to provide an accurate Total Net Assets (AUM).
Competitors
Key Competitors
- Invesco Senior Loan ETF (BKLN)
- Janus Henderson B-BBB CLO ETF (JBBB)
- Xtrackers Low Beta High Yield Bond ETF (HYDW)
Competitive Landscape
The competitive landscape consists of ETFs focusing on senior loans, high-yield bonds, and CLOs. CLOI distinguishes itself by focusing specifically on CLOs. Advantages include targeted exposure to CLOs, while disadvantages include potential complexity and credit risk. BKLN focuses on senior loans which is a more liquid market. JBBB aims for a mix of B-rated and BBB-rated CLO tranches.
Financial Performance
Historical Performance: Insufficient data to provide accurate historical performance data.
Benchmark Comparison: Insufficient data to provide accurate benchmark comparison data.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
Insufficient data to provide accurate average trading volume.
Bid-Ask Spread
Insufficient data to provide accurate bid-ask spread.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and the overall health of the leveraged loan market significantly impact the performance of CLOI. The CLO market is also influenced by regulatory changes and investor sentiment.
Growth Trajectory
Insufficient data to provide accurate growth trajectory.
Moat and Competitive Advantages
Competitive Edge
CLOI offers focused exposure to the CLO market, differentiating it from broader high-yield or loan ETFs. This targeted approach may appeal to investors seeking specialized credit exposure. However, the complexity of CLOs and their sensitivity to credit conditions can also be a disadvantage compared to more diversified options. VanEck's expertise in fixed income contributes to the ETF's competitive edge.
Risk Analysis
Volatility
Insufficient data to provide accurate volatility assessment.
Market Risk
The primary market risk associated with CLOI is credit risk, as CLOs are backed by leveraged loans that may default. Changes in interest rates can also impact CLO valuations. Liquidity risk within the CLO market also exists.
Investor Profile
Ideal Investor Profile
The ideal investor for CLOI is one who understands structured credit products, is seeking current income, and is comfortable with higher credit risk. They should have a moderate to high-risk tolerance.
Market Risk
CLOI may be suitable for long-term investors seeking income, but careful consideration of the risks is essential. It is less suitable for passive index followers or those with low-risk tolerance.
Summary
The VanEck CLO ETF (CLOI) provides exposure to collateralized loan obligations (CLOs) with the goal of generating current income. It's distinguished by its specialized focus within the fixed-income landscape. Investors should be aware of its complexity and the underlying credit risks involved. Due diligence is highly recommended to understand if the ETF suits their needs.
Similar ETFs
Sources and Disclaimers
Data Sources:
- VanEck Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market data can be dynamic and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VanEck ETF Trust - VanEck CLO ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that normally invests at least 80% of its total assets in investment grade-rated debt tranches of collateralized loan obligations ("CLOs") of any maturity. The Advisor intends to invest primarily in CLO securities that are U.S. dollar denominated. However, the fund may from time to time invest up to 30% of its net assets in CLO securities that are denominated in foreign currencies. It is non-diversified.
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