Compare · 2 funds side by side · dividends reinvested

JOJO and LQD

JOJOATAC×LQDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,589LQD · best of the two

02 / 04

JOJO and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ATAC Credit Rotation ETFBonds & Cash · Corporate1.49%5.49%−1.7%−0.7%+7.5%−1.5%−8.2%6.7%$4M1.5

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.87%−2.1%−1.9%+6.2%−0.8%−6.0%5.6%$32.8B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: JOJO 2021 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

ATAC Credit Rotation ETF · $4M$9,285

JOJO

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8B$9,589

$10,000 five years ago, dividends reinvested

JOJOMeasureLQD

−1.7%Year to dateJan 1 → Nov 3−2.1%

−0.7%1 yearTotal return−1.9%

+7.5%3 years · per year$10,000 became $12,411 · $11,964+6.2%

−1.5%5 years · per year$10,000 became $9,285 · $9,590−0.8%

1.49%Expense ratio$149 · $14 a year on $10k · lower is better0.14%

5.49%Trailing 12-mo yield$549 · $487 a year on $10k4.87%

−8.2%Worst dropSmaller is better−6.0%

6.7%VolatilityLower is calmer5.6%

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

4–4Level

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

More Ways to See the Pairs

JOJO vs LQD: Top 5 Holdings

Today

JOJO

99.9%in top 5

LQD

in top 5[…]

JOJOStockLQD

80.1%TLTnot top 5

19.8%IEFnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

JOJO vs LQD Returns, Every Period

ATACJOJO

−1.5%

5 years, per year

LQDiShares

−0.8%

5 years, per year

JOJOLQDFaded: behind in that period

3–1JOJO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JOJO vs LQD

YTD

ATACJOJO

−1.7%

LQDiShares

−2.1%

−1.7%Year to date−2.1%

−8.2%Worst drop · 1Y−6.0%

6.7%Volatility · 1Y5.6%

5.5%Yield4.9%

$4.1MAssets$32.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JOJO, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

JOJO1.49%$149

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JOJO, LQD

5.49%highest, JOJO

FundTrailing yieldYield$10k

JOJO5.49%$549

LQD4.87%$487

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, LQD

LQD$487 − $14 = $473

JOJO$549 − $149 = $400

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JOJO, LQD

Today

[…]holdings […]

JOJOLQD

JOJO—[…]

LQD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.7%JOJO, at 6.7% volatility

LQDWorst drop−6.0%5.6% vol

JOJOWorst drop−8.2%6.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JOJOLQD

−1.7%Year to date−2.1%

5.5%Yield4.9%

−0.7%Past year−1.9%

1.49%Fee0.14%

3–1JOJO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026