Compare · 2 funds side by side · dividends reinvested

IBDW and BCLO

IBDWiShares×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,165IBDW · best of the two

02 / 04

IBDW and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.31%+4.8%+5.7%[…][…]−1.9%1.9%$113M1.2

iShares iBonds Dec 2031 Term Corporate ETFBonds & Cash · Corporate0.10%4.89%−0.2%+0.8%+7.6%+0.3%−3.4%3.5%$2.7B1.6

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: IBDW 2021 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2031 Term Corporate ETF · $2.7B$10,165

IBDW

BCLO

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

$10,000 five years ago, dividends reinvested

IBDWMeasureBCLO

−0.2%Year to dateJan 1 → Nov 4+4.8%

+0.8%1 yearTotal return+5.7%

+7.6%3 years · per year$10,000 became $12,449 · […][…]

+0.3%5 years · per year$10,000 became $10,165 · […][…]

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

4.89%Trailing 12-mo yield$489 · $631 a year on $10k6.31%

−3.4%Worst dropSmaller is better−1.9%

3.5%VolatilityLower is calmer1.9%

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

1–5BCLO wins

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

More Ways to See the Pairs

IBDW vs BCLO: Top 5 Holdings

Today

IBDW

[…]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

IBDW vs BCLO Returns, Every Period

iSharesIBDW

+0.8%

past year

BCLOiShares

+5.7%

past year

IBDWBCLOFaded: behind in that period

0–2BCLO wins

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

IBDW vs BCLO

YTD

iSharesIBDW

−0.2%

BCLOiShares

+4.8%

−0.2%Year to date+4.8%

−3.4%Worst drop · 1Y−1.9%

3.5%Volatility · 1Y1.9%

4.9%Yield6.3%

$2.7BAssets$113M

4–0BCLO wins

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

Cost, Income and Risk

Fees: IBDW, BCLO

Today

0.10%lowest, IBDW

FundExpense ratioFee$10k

IBDW0.10%$10

BCLO0.45%$45

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

Yields: IBDW, BCLO

6.31%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.31%$631

IBDW4.89%$489

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

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

IBDW$489 − $10 = $479

KeptFee

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

Overlap: IBDW, BCLO

Today

[…]holdings […]

IBDWBCLO

IBDW—[…]

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

BCLOWorst drop−1.9%1.9% vol

IBDWWorst drop−3.4%3.5% vol

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

Paid More vs Made More

YTD

BCLOIBDW

+4.8%Year to date−0.2%

6.3%Yield4.9%

+5.7%Past year+0.8%

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