Compare · 2 funds side by side · dividends reinvested

IBDR and BCLO

IBDRiShares×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,016IBDR · best of the two

02 / 04

IBDR and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2026 Term Corporate ETFBonds & Cash · Corporate0.10%4.04%+3.1%+4.0%+5.6%+2.0%−0.1%0.5%$2.8B1.4

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.31%+4.8%+5.7%[…][…]−1.9%1.9%$113M1.5

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: IBDR 2016 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2026 Term Corporate ETF · $2.8B$11,016

IBDR

BCLO

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

$10,000 five years ago, dividends reinvested

IBDRMeasureBCLO

+3.1%Year to dateJan 1 → Nov 4+4.8%

+4.0%1 yearTotal return+5.7%

+5.6%3 years · per year$10,000 became $11,779 · […][…]

+2.0%5 years · per year$10,000 became $11,016 · […][…]

0.10%Expense ratio$10 · $45 a year on $10k · lower is better0.45%

4.04%Trailing 12-mo yield$404 · $631 a year on $10k6.31%

−0.1%Worst dropSmaller is better−1.9%

0.5%VolatilityLower is calmer1.9%

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

3–3Level

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

More Ways to See the Pairs

IBDR vs BCLO: Top 5 Holdings

Today

IBDR

[…]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

IBDR vs BCLO Returns, Every Period

iSharesIBDR

+4.0%

past year

BCLOiShares

+5.7%

past year

IBDRBCLOFaded: behind in that period

0–2BCLO wins

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

IBDR vs BCLO

YTD

iSharesIBDR

+3.1%

BCLOiShares

+4.8%

+3.1%Year to date+4.8%

−0.1%Worst drop · 1Y−1.9%

0.5%Volatility · 1Y1.9%

4.0%Yield6.3%

$2.8BAssets$113M

2–2level

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

Cost, Income and Risk

Fees: IBDR, BCLO

Today

0.10%lowest, IBDR

FundExpense ratioFee$10k

IBDR0.10%$10

BCLO0.45%$45

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

Yields: IBDR, BCLO

6.31%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.31%$631

IBDR4.04%$404

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

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

IBDR$404 − $10 = $394

KeptFee

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

Overlap: IBDR, BCLO

Today

[…]holdings […]

IBDRBCLO

IBDR—[…]

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

IBDRWorst drop−0.1%0.5% vol

BCLOWorst drop−1.9%1.9% vol

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

Paid More vs Made More

YTD

BCLOIBDR

+4.8%Year to date+3.1%

6.3%Yield4.0%

+5.7%Past year+4.0%

0.45%Fee0.10%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026