Compare · 2 funds side by side · dividends reinvested

IBDT and BCLO

IBDTiShares×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,803IBDT · best of the two

02 / 04

IBDT and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2028 Term Corporate ETFBonds & Cash · Corporate0.10%4.51%+2.0%+2.9%+6.6%+1.6%−1.0%1.5%$4.1B1.4

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.32%+4.7%+5.6%[…][…]−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 5, 2026 · returns include dividends · since: IBDT 2018 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2028 Term Corporate ETF · $4.1B$10,803

IBDT

BCLO

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

$10,000 five years ago, dividends reinvested

IBDTMeasureBCLO

+2.0%Year to dateJan 1 → Nov 5+4.7%

+2.9%1 yearTotal return+5.6%

+6.6%3 years · per year$10,000 became $12,104 · […][…]

+1.6%5 years · per year$10,000 became $10,803 · […][…]

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

4.51%Trailing 12-mo yield$451 · $632 a year on $10k6.32%

−1.0%Worst dropSmaller is better−1.9%

1.5%VolatilityLower is calmer1.9%

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

3–3Level

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

More Ways to See the Pairs

IBDT vs BCLO: Top 5 Holdings

Today

IBDT

[…]in top 5

BCLO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IBDT vs BCLO Returns, Every Period

iSharesIBDT

+2.9%

past year

BCLOiShares

+5.6%

past year

IBDTBCLOFaded: behind in that period

0–2BCLO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IBDT vs BCLO

YTD

iSharesIBDT

+2.0%

BCLOiShares

+4.7%

+2.0%Year to date+4.7%

−1.0%Worst drop · 1Y−1.9%

1.5%Volatility · 1Y1.9%

4.5%Yield6.3%

$4.1BAssets$113M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBDT, BCLO

Today

0.10%lowest, IBDT

FundExpense ratioFee$10k

IBDT0.10%$10

BCLO0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IBDT, BCLO

6.32%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.32%$632

IBDT4.51%$451

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$587most kept, BCLO

BCLO$632 − $45 = $587

IBDT$451 − $10 = $441

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IBDT, BCLO

Today

[…]holdings […]

IBDTBCLO

IBDT—[…]

BCLO[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.6%BCLO, at 1.9% volatility

IBDTWorst drop−1.0%1.5% vol

BCLOWorst drop−1.9%1.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BCLOIBDT

+4.7%Year to date+2.0%

6.3%Yield4.5%

+5.6%Past year+2.9%

0.45%Fee0.10%

3–1BCLO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026