Compare · 2 funds side by side · dividends reinvested

JBBB and LQD

JBBBJanus Henderson×LQDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,603LQD · best of the two

02 / 04

JBBB and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Janus Henderson B-BBB CLO ETFBonds & Cash · Corporate0.47%6.22%+3.4%+4.1%+7.6%[…]−2.5%3.4%$1.5B1.1

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.9%+6.5%−0.8%−6.0%5.6%$31.9B1.8

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: JBBB 2022 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson B-BBB CLO ETF · $1.5B[…]

JBBB

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B$9,603

$10,000 five years ago, dividends reinvested

JBBBMeasureLQD

+3.4%Year to dateJan 1 → Nov 4−1.4%

+4.1%1 yearTotal return−0.9%

+7.6%3 years · per year$10,000 became $12,444 · $12,091+6.5%

[…]5 years · per year$10,000 became […] · $9,603−0.8%

0.47%Expense ratio$47 · $14 a year on $10k · lower is better0.14%

6.22%Trailing 12-mo yield$622 · $483 a year on $10k4.83%

−2.5%Worst dropSmaller is better−6.0%

3.4%VolatilityLower is calmer5.6%

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

6–1JBBB wins

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

More Ways to See the Pairs

JBBB vs LQD: Top 5 Holdings

Today

JBBB

0.7%in top 5

LQD

in top 5[…]

JBBBStockLQD

0.7%JAAAnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

JBBB vs LQD Returns, Every Period

Janus HendersonJBBB

+4.1%

past year

LQDiShares

−0.9%

past year

JBBBLQDFaded: behind in that period

3–0JBBB wins

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

JBBB vs LQD

YTD

Janus HendersonJBBB

+3.4%

LQDiShares

−1.4%

+3.4%Year to date−1.4%

−2.5%Worst drop · 1Y−6.0%

3.4%Volatility · 1Y5.6%

6.2%Yield4.8%

$1.5BAssets$31.9B

4–0JBBB wins

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

Cost, Income and Risk

Fees: JBBB, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

JBBB0.47%$47

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

Yields: JBBB, LQD

6.22%highest, JBBB

FundTrailing yieldYield$10k

JBBB6.22%$622

LQD4.83%$483

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

Income After Fees on $10,000

$575most kept, JBBB

JBBB$622 − $47 = $575

LQD$483 − $14 = $469

KeptFee

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

Overlap: JBBB, LQD

Today

[…]holdings […]

JBBBLQD

JBBB—[…]

LQD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.1%JBBB, at 3.4% volatility

JBBBWorst drop−2.5%3.4% vol

LQDWorst drop−6.0%5.6% vol

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

Paid More vs Made More

YTD

JBBBLQD

+3.4%Year to date−1.4%

6.2%Yield4.8%

+4.1%Past year−0.9%

0.47%Fee0.14%

3–1JBBB 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