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LONZvsCALIETF Comparison

ETF 1

LONZ

PIMCO Senior Loan Active Exchange-Traded Fund

This fund is part of

US Aggregate Bonds

-0.23%

Full LONZ fund page

VS

ETF 2

CALI

iShares Short-Term California Muni Active ETF

This fund is part of

Municipal Bonds

-0.42%

Full CALI fund page

PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) belongs to the US Aggregate Bonds segment. iShares Short-Term California Muni Active ETF (CALI) is part of the Municipal Bonds segment. LONZ's top 3 sector exposures are Technology, Industrials and Energy. In contrast, CALI's top sector exposures are Municipal and Non-Corporate. LONZ is more expensive with a Total Expense Ratio (TER) of 0.73%, versus 0.25% for CALI. LONZ is up 1.81% year-to-date (YTD) with +$130M in YTD flows. CALI performs worse with 1.23% YTD performance, and +$280M in YTD flows. Run a side-by-side ETF comparison of LONZ and CALI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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LONZ vs CALI performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	LONZ CALI	+0.16%+0.17%	+0.27%+0.35%	+1.81%+1.23%	+3.54%+2.05%	+21.84%+9.30%	n/an/a
Flows	LONZ CALI	+$17M+$48M	+$71M+$133M	+$130M+$280M	-$73M+$345M	+$399M+$476M	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	LONZ CALI	+1.86%+0.52%	+1.73%+0.49%	+1.80%+0.70%	n/an/a
Max drawdown	LONZ CALI	-0.22%-0.27%	-1.50%-0.47%	-2.85%-0.86%	n/an/a
Max drawdown duration	LONZ CALI	10d31d	107d68d	102d47d	n/an/a

Trading data

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	LONZ	CALI
Last sale 9/2/2026 at 1:30 PM	$49.10	$50.23
Previous close 09/01/2026	$49.12	$50.22
Consolidated volume 09/01/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 9/2/2026 at 1:30 PM

Live

Closed

	LONZ	CALI
Last price	$49.10	$50.23
1D performance	-0.03%	+0.02%
AuM	$599.35 M	$492.20 M
E/R	0.73%	0.25%

Characteristics

	LONZ	CALI
Management strategy	Active	Active
Provider	PIMCO	iShares
Benchmark	-	-
N° of holdings	7	52
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	June 8, 2022	July 11, 2023
ESG	No	No

More LONZ data on Trackinsight

More CALI data on Trackinsight

Exposure

Countries

LONZ

Other

100%

CALI

USA

26.97%

Other

73.03%

Sectors

LONZ

Other

100%

CALI

Municipal

26.85%

Other

73.15%

Diversification

LONZ

Total weight of top 15 holdings out of 15

18.66%

CALI

Total weight of top 15 holdings out of 15

25.35%

Top 15 holdings

Data as of July 31, 2026

LONZ

US47077DAM20

1.73%

US44988LAM90

1.59%

XAC0787FAL67

1.30%

US89364MCA09

1.30%

US96244UAJ60

1.30%

US68163YAJ47

1.30%

Meta Platforms, 6.581% 30may2049, USD

1.24%

US78397GAM33

1.16%

US50180PAB76

1.16%

US57777YAG17

1.15%

US01881UAN54

1.15%

US74345HAJ05

1.14%

US75915TAK88

1.12%

US67123SAB51

1.02%

US74839XAK54

1.01%

CALI

US607804AC55

2.58%

Orange Water District, FRN 1aug2042, USD (2003A)

2.51%

US13063BCS97

2.23%

US13034DAH70

1.83%

US91412GSH91

1.69%

US13032UJ338

1.64%

Northern California Energy Authority, 5% 1dec2054, USD (2024)

1.61%

US072024C592

1.57%

California Community Choice Financing Authority, 5% 1feb2031, USD (2026D)

1.56%

US13048RAN70

1.47%

US130536RN77

1.36%

US88035F7U81

1.36%

US072024ZH86

1.33%

US59266TXN61

1.33%

US13013JDB98

1.28%

Frequently asked questions about LONZ and CALI

How have the LONZ and CALI ETFs performed in 2026?

As of September 1, 2026, LONZ is up 1.81% year-to-date (YTD), while CALI has returned 1.23%. That puts LONZ better performer ahead so far this year.

Which ETF is attracting more investor money: LONZ or CALI?

Year-to-date, the LONZ ETF saw +$130M in flows, compared to +$280M for CALI.

Which ETF is more volatile: LONZ or CALI?

Over the past year, LONZ had a volatility of 1.73%, while CALI experienced 0.49%.

Which ETF is bigger: LONZ or CALI?

As of September 1, 2026, LONZ holds $599.35 M in assets under management (AUM), while CALI manages $492.20 M.

What are the top holdings of the LONZ ETF and CALI ETF?

LONZ top holdings include US47077DAM20, US44988LAM90 and XAC0787FAL67. CALI holds in its top three: US607804AC55, Orange Water District, FRN 1aug2042, USD (2003A) and US13063BCS97.

LONZvsCALIETF Comparison

PIMCO Senior Loan Active Exchange-Traded Fund

iShares Short-Term California Muni Active ETF

LONZ vs CALI performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the LONZ and CALI ETFs performed in 2026?

As of September 1, 2026, LONZ is up 1.81% year-to-date (YTD), while CALI has returned 1.23%. That puts LONZ better performer ahead so far this year.

Which ETF is attracting more investor money: LONZ or CALI?

Year-to-date, the LONZ ETF saw +$130M in flows, compared to +$280M for CALI.

Which ETF is more volatile: LONZ or CALI?

Over the past year, LONZ had a volatility of 1.73%, while CALI experienced 0.49%.

Which ETF is bigger: LONZ or CALI?

As of September 1, 2026, LONZ holds $599.35 M in assets under management (AUM), while CALI manages $492.20 M.

What are the top holdings of the LONZ ETF and CALI ETF?

LONZ top holdings include US47077DAM20, US44988LAM90 and XAC0787FAL67. CALI holds in its top three: US607804AC55, Orange Water District, FRN 1aug2042, USD (2003A) and US13063BCS97.

Which ETF is more diversified: LONZ or CALI?

LONZ holds 199 securities with 18.66% of its assets in the top 15. CALI has 198 securities and a top 15 weight of 25.35%.

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