Compare · 3 funds side by side · dividends reinvested

CLOZ, VCSH and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

CLOZ, VCSH 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%$116B1.8

Eldridge BBB-B CLO ETFBonds & Cash · Corporate0.50%7.17%+2.9%+4.0%+8.1%[…]−3.9%3.6%$660M2.0

Vanguard Short-Term Corporate Bond ETFBonds & Cash · Corporate0.03%4.54%+1.3%+2.2%+5.5%+2.6%−1.6%2.1%$43.9B2.1

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: CLOZ 2023 · VCSH 2009 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Eldridge BBB-B CLO ETF · $660M[…]

CLOZ

VCSH

Vanguard Short-Term Corporate Bond ETF · $43.9B$11,374

$10,000 five years ago, dividends reinvested

CLOZMeasureVCSH

+2.9%Year to dateJan 1 → Nov 9+1.3%

+4.0%1 yearTotal return+2.2%

+8.1%3 years · per year$10,000 became $12,638 · $11,758+5.5%

[…]5 years · per year$10,000 became […] · $11,374+2.6%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

7.17%Trailing 12-mo yield$717 · $454 a year on $10k4.54%

−3.9%Worst dropSmaller is better−1.6%

3.6%VolatilityLower is calmer2.1%

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

4–3CLOZ wins

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

More Ways to See the Pairs

CLOZ vs VCSH: Top 5 Holdings

Today

CLOZ

[…]in top 5

VCSH

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

CLOZ vs VCSH Returns, Every Period

EldridgeCLOZ

+4.0%

past year

VCSHVanguard

+2.2%

past year

CLOZVCSHFaded: behind in that period

3–0CLOZ wins

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

CLOZ vs VCSH

YTD

EldridgeCLOZ

+2.9%

VCSHVanguard

+1.3%

+2.9%Year to date+1.3%

−3.9%Worst drop · 1Y−1.6%

3.6%Volatility · 1Y2.1%

7.2%Yield4.5%

$660MAssets$43.9B

2–2level

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

Cost, Income and Risk

Fees: CLOZ, VCSH, SGOV

Today

0.03%lowest, VCSH

FundExpense ratioFee$10k

VCSH0.03%$3

SGOV0.09%$9

CLOZ0.50%$50

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

Yields: CLOZ, VCSH, SGOV

7.17%highest, CLOZ

FundTrailing yieldYield$10k

CLOZ7.17%$717

VCSH4.54%$454

SGOV3.63%$363

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

Income After Fees on $10,000

$667most kept, CLOZ

CLOZ$717 − $50 = $667

VCSH$454 − $3 = $451

SGOV$363 − $9 = $354

KeptFee

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

Overlap: CLOZ, VCSH, SGOV

Today

[…]holdings […]

CLOZVCSHSGOV

CLOZ—[…][…]

VCSH[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+4.0%CLOZ, at 3.6% volatility

SGOVWorst drop0.0%0.2% vol

VCSHWorst drop−1.6%2.1% vol

CLOZWorst drop−3.9%3.6% vol

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

Paid More vs Made More

YTD

CLOZSGOV

+2.9%Year to date+3.2%

7.2%Yield3.6%

+4.0%Past year+3.8%

0.50%Fee0.09%

2–2level

End-of-day Nov 9, 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%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

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