Compare · 2 funds side by side · dividends reinvested

BBCB and BCLO

BBCBJ.P. Morgan×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,847BBCB · best of the two

02 / 04

BBCB and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.31%+4.8%+5.7%[…][…]−1.9%1.9%$113M1.2

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.04%5.20%−0.5%+1.7%+5.2%−0.3%−4.6%4.6%$54M1.6

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: BBCB 2018 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF · $54M$9,847

BBCB

BCLO

iShares BBB-B CLO Active ETF · $113M[…]

$10,000 five years ago, dividends reinvested

BBCBMeasureBCLO

−0.5%Year to dateJan 1 → Nov 4+4.8%

+1.7%1 yearTotal return+5.7%

+5.2%3 years · per year$10,000 became $11,647 · […][…]

−0.3%5 years · per year$10,000 became $9,847 · […][…]

0.04%Expense ratio$4 · $45 a year on $10k · lower is better0.45%

5.20%Trailing 12-mo yield$520 · $631 a year on $10k6.31%

−4.6%Worst dropSmaller is better−1.9%

4.6%VolatilityLower is calmer1.9%

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

1–5BCLO wins

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

More Ways to See the Pairs

BBCB vs BCLO: Top 5 Holdings

Today

BBCB

[…]in top 5

BCLO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BBCB vs BCLO Returns, Every Period

J.P. MorganBBCB

+1.7%

past year

BCLOiShares

+5.7%

past year

BBCBBCLOFaded: behind in that period

0–2BCLO wins

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

BBCB vs BCLO

YTD

J.P. MorganBBCB

−0.5%

BCLOiShares

+4.8%

−0.5%Year to date+4.8%

−4.6%Worst drop · 1Y−1.9%

4.6%Volatility · 1Y1.9%

5.2%Yield6.3%

$54.4MAssets$113M

4–0BCLO wins

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

Cost, Income and Risk

Fees: BBCB, BCLO

Today

0.04%lowest, BBCB

FundExpense ratioFee$10k

BBCB0.04%$4

BCLO0.45%$45

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

Yields: BBCB, BCLO

6.31%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.31%$631

BBCB5.20%$520

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

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

BBCB$520 − $4 = $516

KeptFee

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

Overlap: BBCB, BCLO

Today

[…]holdings […]

BBCBBCLO

BBCB—[…]

BCLO[…]—

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

Return vs Bumpiness: 2 ETFs

+5.7%BCLO, at 1.9% volatility

BCLOWorst drop−1.9%1.9% vol

BBCBWorst drop−4.6%4.6% vol

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

Paid More vs Made More

YTD

BCLOBBCB

+4.8%Year to date−0.5%

6.3%Yield5.2%

+5.7%Past year+1.7%

0.45%Fee0.04%

3–1BCLO wins

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