Compare · 3 funds side by side · dividends reinvested

CLOC, VPC and BNDX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,239BNDX · best of the three

02 / 04

CLOC, VPC and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AAM Crescent CLO ETFBonds & Cash · Corporate0.49%6.28%+4.8%+5.5%[…][…]−0.5%1.1%$62M1.3

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.4%+4.4%+0.5%−3.2%3.8%$82.9B1.8

Virtus Private Credit Strategy ETFBonds & Cash · Corporate10.60%15.37%−12.1%−10.6%−0.9%−0.4%−18.2%14.7%$27M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: CLOC 2025 · VPC 2019 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

AAM Crescent CLO ETF · $62M[…]

CLOC

VPC

Virtus Private Credit Strategy ETF · $27M$9,789

$10,000 five years ago, dividends reinvested

CLOCMeasureVPC

+4.8%Year to dateJan 1 → Nov 9−12.1%

+5.5%1 yearTotal return−10.6%

[…]3 years · per year$10,000 became […] · $9,730−0.9%

[…]5 years · per year$10,000 became […] · $9,789−0.4%

0.49%Expense ratio$49 · $1,060 a year on $10k · lower is better10.60%

6.28%Trailing 12-mo yield$628 · $1,537 a year on $10k15.37%

−0.5%Worst dropSmaller is better−18.2%

1.1%VolatilityLower is calmer14.7%

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

5–1CLOC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLOC vs VPC: Top 5 Holdings

Today

CLOC

[…]in top 5

VPC

in top 514.9%

CLOCStockVPC

not top 5TCPC3.9%

not top 5ECC3.2%

not top 5FSK2.8%

not top 5HRZN2.7%

not top 5CION2.2%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

CLOC vs VPC Returns, Every Period

AAMCLOC

+5.5%

past year

VPCVirtus

−10.6%

past year

CLOCVPCFaded: behind in that period

2–0CLOC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CLOC vs VPC

YTD

AAMCLOC

+4.8%

VPCVirtus

−12.1%

+4.8%Year to date−12.1%

−0.5%Worst drop · 1Y−18.2%

1.1%Volatility · 1Y14.7%

6.3%Yield15.4%

$62.1MAssets$26.5M

3–1CLOC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLOC, VPC, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

CLOC0.49%$49

VPC10.60%$1,060

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CLOC, VPC, BNDX

15.37%highest, VPC

FundTrailing yieldYield$10k

VPC15.37%$1,537

CLOC6.28%$628

BNDX4.63%$463

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$579most kept, CLOC

CLOC$628 − $49 = $579

VPC$1,537 − $1,060 = $477

BNDX$463 − $7 = $456

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CLOC, VPC, BNDX

Today

[…]holdings […]

CLOCVPCBNDX

CLOC—[…][…]

VPC[…]—[…]

BNDX[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+5.5%CLOC, at 1.1% volatility

CLOCWorst drop−0.5%1.1% vol

BNDXWorst drop−3.2%3.8% vol

VPCWorst drop−18.2%14.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VPCCLOC

−12.1%Year to date+4.8%

15.4%Yield6.3%

−10.6%Past year+5.5%

10.60%Fee0.49%

3–1CLOC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026