Compare · 2 funds side by side · dividends reinvested

IBDS and BCLO

IBDSiShares×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,941IBDS · best of the two

02 / 04

IBDS and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2027 Term Corporate ETFBonds & Cash · Corporate0.10%4.28%+2.7%+3.6%+6.1%+1.8%−0.4%0.8%$4.0B1.4

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.31%+4.7%+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 3, 2026 · returns include dividends · since: IBDS 2017 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2027 Term Corporate ETF · $4.0B$10,941

IBDS

BCLO

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

$10,000 five years ago, dividends reinvested

IBDSMeasureBCLO

+2.7%Year to dateJan 1 → Nov 3+4.7%

+3.6%1 yearTotal return+5.7%

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

+1.8%5 years · per year$10,000 became $10,941 · […][…]

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

4.28%Trailing 12-mo yield$428 · $631 a year on $10k6.31%

−0.4%Worst dropSmaller is better−1.9%

0.8%VolatilityLower is calmer1.9%

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

3–3Level

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

More Ways to See the Pairs

IBDS vs BCLO: Top 5 Holdings

Today

IBDS

[…]in top 5

BCLO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

IBDS vs BCLO Returns, Every Period

iSharesIBDS

+3.6%

past year

BCLOiShares

+5.7%

past year

IBDSBCLOFaded: behind in that period

0–2BCLO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IBDS vs BCLO

YTD

iSharesIBDS

+2.7%

BCLOiShares

+4.7%

+2.7%Year to date+4.7%

−0.4%Worst drop · 1Y−1.9%

0.8%Volatility · 1Y1.9%

4.3%Yield6.3%

$4.0BAssets$113M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBDS, BCLO

Today

0.10%lowest, IBDS

FundExpense ratioFee$10k

IBDS0.10%$10

BCLO0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IBDS, BCLO

6.31%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.31%$631

IBDS4.28%$428

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

IBDS$428 − $10 = $418

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IBDS, BCLO

Today

[…]holdings […]

IBDSBCLO

IBDS—[…]

BCLO[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.7%BCLO, at 1.9% volatility

IBDSWorst drop−0.4%0.8% vol

BCLOWorst drop−1.9%1.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BCLOIBDS

+4.7%Year to date+2.7%

6.3%Yield4.3%

+5.7%Past year+3.6%

0.45%Fee0.10%

3–1BCLO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026