Compare · 3 funds side by side · dividends reinvested

CLOO, LQD and SGOV

CLOONY Life Investments×LQDiShares×SGOViShares×

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

02 / 04

CLOO, 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%$117B1.3

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.7%+6.1%−0.8%−6.0%5.6%$32.7B1.8

NYLI Investment Grade CLO ETFBonds & Cash · Corporate0.25%2.22%[…][…][…][…][…][…]$48M3.0

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: CLOO 2026 · LQD 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Investment Grade CLO ETF · $48M[…]

CLOO

LQD

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

$10,000 five years ago, dividends reinvested

CLOOMeasureLQD

[…]Year to dateJan 1 → Nov 6−1.4%

[…]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%

0.25%Expense ratio$25 · $14 a year on $10k · lower is better0.14%

2.22%Trailing 12-mo yield$222 · $483 a year on $10k4.83%

[…]Worst dropSmaller is better−6.0%

[…]VolatilityLower is calmer5.6%

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

0–2LQD wins

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

More Ways to See the Pairs

CLOO vs LQD: Top 5 Holdings

Today

CLOO

0.3%in top 5

LQD

in top 5[…]

CLOOStockLQD

0.3%CASHnot top 5

Held in common[…]

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

CLOO vs LQD Returns, Every Period

NY Life InvestmentsCLOO

[…]

past year

LQDiShares

−0.7%

past year

Returns […]

CLOOLQDFaded: behind in that period

0–0Level

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

CLOO vs LQD

YTD

NY Life InvestmentsCLOO

[…]

LQDiShares

−1.4%

[…]Year to date−1.4%

[…]Worst drop · 1Y−6.0%

[…]Volatility · 1Y5.6%

2.2%Yield4.8%

$47.7MAssets$32.7B

1–0LQD wins

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

Cost, Income and Risk

Fees: CLOO, LQD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

LQD0.14%$14

CLOO0.25%$25

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

Yields: CLOO, LQD, SGOV

4.83%highest, LQD

FundTrailing yieldYield$10k

LQD4.83%$483

SGOV3.63%$363

CLOO2.22%$222

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

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

SGOV$363 − $9 = $354

CLOO$222 − $25 = $197

KeptFee

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

Overlap: CLOO, LQD, SGOV

Today

[…]holdings […]

CLOOLQDSGOV

CLOO—[…][…]

LQD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

LQDWorst drop−6.0%5.6% vol

CLOOWorst drop[…][…]

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

Paid More vs Made More

YTD

LQDSGOV

−1.4%Year to date+3.2%

4.8%Yield3.6%

−0.7%Past year+3.8%

0.14%Fee0.09%

3–1SGOV 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