Compare · 2 funds side by side · dividends reinvested

AAA and IGSB

AAAAlternative Access×IGSBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,594AAA · best of the two

02 / 04

AAA and IGSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alternative Access First Priority CLO Bond ETFBonds & Cash · Corporate0.19%4.63%+2.7%+3.6%+5.5%+4.7%−1.1%3.0%$72M1.5

iShares 1-5 Year Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.04%4.68%+1.3%+2.2%+5.8%+2.6%−1.6%2.1%$23.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AAA 2020 · IGSB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Alternative Access First Priority CLO Bond ETF · $72M$12,594

AAA

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF · $23.6B$11,390

$10,000 five years ago, dividends reinvested

AAAMeasureIGSB

+2.7%Year to dateJan 1 → Nov 4+1.3%

+3.6%1 yearTotal return+2.2%

+5.5%3 years · per year$10,000 became $11,739 · $11,846+5.8%

+4.7%5 years · per year$10,000 became $12,594 · $11,390+2.6%

0.19%Expense ratio$19 · $4 a year on $10k · lower is better0.04%

4.63%Trailing 12-mo yield$463 · $468 a year on $10k4.68%

−1.1%Worst dropSmaller is better−1.6%

3.0%VolatilityLower is calmer2.1%

AAAIGSB Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AAA vs IGSB: Top 5 Holdings

Today

AAA

[…]in top 5

IGSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

AAA vs IGSB Returns, Every Period

Alternative AccessAAA

+4.7%

5 years, per year

IGSBiShares

+2.6%

5 years, per year

AAAIGSBFaded: behind in that period

3–1AAA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AAA vs IGSB

YTD

Alternative AccessAAA

+2.7%

IGSBiShares

+1.3%

+2.7%Year to date+1.3%

−1.1%Worst drop · 1Y−1.6%

3.0%Volatility · 1Y2.1%

4.6%Yield4.7%

$72.4MAssets$23.6B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AAA, IGSB

Today

0.04%lowest, IGSB

FundExpense ratioFee$10k

IGSB0.04%$4

AAA0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AAA, IGSB

4.68%highest, IGSB

FundTrailing yieldYield$10k

IGSB4.68%$468

AAA4.63%$463

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$464most kept, IGSB

IGSB$468 − $4 = $464

AAA$463 − $19 = $444

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AAA, IGSB

Today

[…]holdings […]

AAAIGSB

AAA—[…]

IGSB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.6%AAA, at 3.0% volatility

IGSBWorst drop−1.6%2.1% vol

AAAWorst drop−1.1%3.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IGSBAAA

+1.3%Year to date+2.7%

4.7%Yield4.6%

+2.2%Past year+3.6%

0.04%Fee0.19%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026