Compare · 3 funds side by side · dividends reinvested

CLOC, LQD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

CLOC, LQD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.6

AAM Crescent CLO ETFBonds & Cash · Corporate0.49%6.29%+4.7%+5.5%[…][…]−0.5%1.1%$62M1.7

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.7%+6.1%−0.8%−6.0%5.6%$32.7B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CLOC 2025 · LQD 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

AAM Crescent CLO ETF · $62M[…]

CLOC

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.7B$9,625

$10,000 five years ago, dividends reinvested

CLOCMeasureLQD

+4.7%Year to dateJan 1 → Nov 6−1.4%

+5.5%1 yearTotal return−0.7%

[…]3 years · per year$10,000 became […] · $11,939+6.1%

[…]5 years · per year$10,000 became […] · $9,625−0.8%

0.49%Expense ratio$49 · $14 a year on $10k · lower is better0.14%

6.29%Trailing 12-mo yield$629 · $483 a year on $10k4.83%

−0.5%Worst dropSmaller is better−6.0%

1.1%VolatilityLower is calmer5.6%

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

5–1CLOC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLOC vs LQD: Top 5 Holdings

Today

CLOC

[…]in top 5

LQD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CLOC vs LQD Returns, Every Period

AAMCLOC

+5.5%

past year

LQDiShares

−0.7%

past year

CLOCLQDFaded: behind in that period

2–0CLOC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CLOC vs LQD

YTD

AAMCLOC

+4.7%

LQDiShares

−1.4%

+4.7%Year to date−1.4%

−0.5%Worst drop · 1Y−6.0%

1.1%Volatility · 1Y5.6%

6.3%Yield4.8%

$62.0MAssets$32.7B

4–0CLOC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLOC, LQD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

LQD0.14%$14

CLOC0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CLOC, LQD, SGOV

6.29%highest, CLOC

FundTrailing yieldYield$10k

CLOC6.29%$629

LQD4.83%$483

SGOV3.63%$363

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$580most kept, CLOC

CLOC$629 − $49 = $580

LQD$483 − $14 = $469

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CLOC, LQD, SGOV

Today

[…]holdings […]

CLOCLQDSGOV

CLOC—[…][…]

LQD[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+5.5%CLOC, at 1.1% volatility

SGOVWorst drop0.0%0.2% vol

CLOCWorst drop−0.5%1.1% vol

LQDWorst drop−6.0%5.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CLOCSGOV

+4.7%Year to date+3.2%

6.3%Yield3.6%

+5.5%Past year+3.8%

0.49%Fee0.09%

3–1CLOC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026