Compare · 2 funds side by side · dividends reinvested

JOJO and CLOC

JOJOATAC×CLOCAAM×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,256JOJO · best of the two

02 / 04

JOJO and CLOC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AAM Crescent CLO ETFBonds & Cash · Corporate0.49%6.28%+4.8%+5.5%[…][…]−0.5%1.1%$62M1.0

ATAC Credit Rotation ETFBonds & Cash · Corporate1.49%5.47%−0.4%+0.8%+6.9%−1.5%−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 9, 2026 · returns include dividends · since: JOJO 2021 · CLOC 2025

Head to Head

Swap sides Versus in desk

Head to Head

ATAC Credit Rotation ETF · $4M$9,256

JOJO

CLOC

AAM Crescent CLO ETF · $62M[…]

$10,000 five years ago, dividends reinvested

JOJOMeasureCLOC

−0.4%Year to dateJan 1 → Nov 9+4.8%

+0.8%1 yearTotal return+5.5%

+6.9%3 years · per year$10,000 became $12,199 · […][…]

−1.5%5 years · per year$10,000 became $9,256 · […][…]

1.49%Expense ratio$149 · $49 a year on $10k · lower is better0.49%

5.47%Trailing 12-mo yield$547 · $628 a year on $10k6.28%

−8.2%Worst dropSmaller is better−0.5%

6.6%VolatilityLower is calmer1.1%

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

0–6CLOC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JOJO vs CLOC: Top 5 Holdings

Today

JOJO

99.9%in top 5

CLOC

in top 5[…]

JOJOStockCLOC

80.1%TLTnot top 5

19.9%IEFnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

JOJO vs CLOC Returns, Every Period

ATACJOJO

+0.8%

past year

CLOCAAM

+5.5%

past year

JOJOCLOCFaded: behind in that period

0–2CLOC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JOJO vs CLOC

YTD

ATACJOJO

−0.4%

CLOCAAM

+4.8%

−0.4%Year to date+4.8%

−8.2%Worst drop · 1Y−0.5%

6.6%Volatility · 1Y1.1%

5.5%Yield6.3%

$4.1MAssets$62.1M

4–0CLOC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JOJO, CLOC

Today

0.49%lowest, CLOC

FundExpense ratioFee$10k

CLOC0.49%$49

JOJO1.49%$149

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JOJO, CLOC

6.28%highest, CLOC

FundTrailing yieldYield$10k

CLOC6.28%$628

JOJO5.47%$547

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$579most kept, CLOC

CLOC$628 − $49 = $579

JOJO$547 − $149 = $398

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JOJO, CLOC

Today

[…]holdings […]

JOJOCLOC

JOJO—[…]

CLOC[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.5%CLOC, at 1.1% volatility

CLOCWorst drop−0.5%1.1% vol

JOJOWorst drop−8.2%6.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CLOCJOJO

+4.8%Year to date−0.4%

6.3%Yield5.5%

+5.5%Past year+0.8%

0.49%Fee1.49%

4–0CLOC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026