Compare · 2 funds side by side · dividends reinvested

LQDH and BCLO

LQDHiShares×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,917LQDH · best of the two

02 / 04

LQDH and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.32%+4.5%+5.4%[…][…]−1.9%1.9%$113M1.2

iShares Interest Rate Hedged Corporate Bond ETFBonds & Cash · Corporate0.44%5.84%+3.2%+4.7%+7.1%+5.3%−2.3%2.5%$573M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: LQDH 2014 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Interest Rate Hedged Corporate Bond ETF · $573M$12,917

LQDH

BCLO

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

$10,000 five years ago, dividends reinvested

LQDHMeasureBCLO

+3.2%Year to dateJan 1 → Nov 6+4.5%

+4.7%1 yearTotal return+5.4%

+7.1%3 years · per year$10,000 became $12,291 · […][…]

+5.3%5 years · per year$10,000 became $12,917 · […][…]

0.44%Expense ratio$44 · $45 a year on $10k · lower is better0.45%

5.84%Trailing 12-mo yield$584 · $632 a year on $10k6.32%

−2.3%Worst dropSmaller is better−1.9%

2.5%VolatilityLower is calmer1.9%

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

1–5BCLO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LQDH vs BCLO: Top 5 Holdings

Today

LQDH

[…]in top 5

BCLO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

LQDH vs BCLO Returns, Every Period

iSharesLQDH

+4.7%

past year

BCLOiShares

+5.4%

past year

LQDHBCLOFaded: behind in that period

0–2BCLO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

LQDH vs BCLO

YTD

iSharesLQDH

+3.2%

BCLOiShares

+4.5%

+3.2%Year to date+4.5%

−2.3%Worst drop · 1Y−1.9%

2.5%Volatility · 1Y1.9%

5.8%Yield6.3%

$573MAssets$113M

4–0BCLO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LQDH, BCLO

Today

0.44%lowest, LQDH

FundExpense ratioFee$10k

LQDH0.44%$44

BCLO0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LQDH, BCLO

6.32%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.32%$632

LQDH5.84%$584

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$587most kept, BCLO

BCLO$632 − $45 = $587

LQDH$584 − $44 = $540

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LQDH, BCLO

Today

[…]holdings […]

LQDHBCLO

LQDH—[…]

BCLO[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.4%BCLO, at 1.9% volatility

BCLOWorst drop−1.9%1.9% vol

LQDHWorst drop−2.3%2.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BCLOLQDH

+4.5%Year to date+3.2%

6.3%Yield5.8%

+5.4%Past year+4.7%

0.45%Fee0.44%

3–1BCLO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026