Compare · 2 funds side by side · dividends reinvested

JOJO and BCLO

JOJOATAC×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,214JOJO · best of the two

02 / 04

JOJO and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.32%+4.7%+5.6%[…][…]−1.9%1.9%$113M1.0

ATAC Credit Rotation ETFBonds & Cash · Corporate1.49%5.48%−0.7%+0.8%+8.0%−1.6%−8.2%6.6%$4M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JOJO 2021 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

ATAC Credit Rotation ETF · $4M$9,214

JOJO

BCLO

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

$10,000 five years ago, dividends reinvested

JOJOMeasureBCLO

−0.7%Year to dateJan 1 → Nov 5+4.7%

+0.8%1 yearTotal return+5.6%

+8.0%3 years · per year$10,000 became $12,602 · […][…]

−1.6%5 years · per year$10,000 became $9,214 · […][…]

1.49%Expense ratio$149 · $45 a year on $10k · lower is better0.45%

5.48%Trailing 12-mo yield$548 · $632 a year on $10k6.32%

−8.2%Worst dropSmaller is better−1.9%

6.6%VolatilityLower is calmer1.9%

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

0–6BCLO wins

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

More Ways to See the Pairs

JOJO vs BCLO: Top 5 Holdings

Today

JOJO

99.9%in top 5

BCLO

in top 5[…]

JOJOStockBCLO

80.0%TLTnot top 5

19.8%IEFnot top 5

Held in common[…]

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

JOJO vs BCLO Returns, Every Period

ATACJOJO

+0.8%

past year

BCLOiShares

+5.6%

past year

JOJOBCLOFaded: behind in that period

0–2BCLO wins

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

JOJO vs BCLO

YTD

ATACJOJO

−0.7%

BCLOiShares

+4.7%

−0.7%Year to date+4.7%

−8.2%Worst drop · 1Y−1.9%

6.6%Volatility · 1Y1.9%

5.5%Yield6.3%

$4.1MAssets$113M

4–0BCLO wins

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

Cost, Income and Risk

Fees: JOJO, BCLO

Today

0.45%lowest, BCLO

FundExpense ratioFee$10k

BCLO0.45%$45

JOJO1.49%$149

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

Yields: JOJO, BCLO

6.32%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.32%$632

JOJO5.48%$548

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

Income After Fees on $10,000

$587most kept, BCLO

BCLO$632 − $45 = $587

JOJO$548 − $149 = $399

KeptFee

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

Overlap: JOJO, BCLO

Today

[…]holdings […]

JOJOBCLO

JOJO—[…]

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

BCLOWorst drop−1.9%1.9% vol

JOJOWorst drop−8.2%6.6% vol

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

Paid More vs Made More

YTD

BCLOJOJO

+4.7%Year to date−0.7%

6.3%Yield5.5%

+5.6%Past year+0.8%

0.45%Fee1.49%

4–0BCLO 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026