Compare · 2 funds side by side · dividends reinvested

SCHI and JAAA

SCHISchwab×JAAAJanus Henderson×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,814JAAA · best of the two

02 / 04

SCHI and JAAA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Janus Henderson AAA CLO ETFBonds & Cash · Corporate0.20%4.82%+3.8%+4.8%+6.1%+5.1%−0.4%0.7%$32.5B1.4

Schwab 5-10 Year Corporate Bond ETFBonds & Cash · Corporate0.03%5.21%−0.7%+0.2%+7.4%+1.0%−5.0%4.5%$11.2B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHI 2019 · JAAA 2020

Head to Head

Swap sides Versus in desk

Head to Head

Schwab 5-10 Year Corporate Bond ETF · $11.2B$10,515

SCHI

JAAA

Janus Henderson AAA CLO ETF · $32.5B$12,814

$10,000 five years ago, dividends reinvested

SCHIMeasureJAAA

−0.7%Year to dateJan 1 → Nov 5+3.8%

+0.2%1 yearTotal return+4.8%

+7.4%3 years · per year$10,000 became $12,371 · $11,941+6.1%

+1.0%5 years · per year$10,000 became $10,515 · $12,814+5.1%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

5.21%Trailing 12-mo yield$521 · $482 a year on $10k4.82%

−5.0%Worst dropSmaller is better−0.4%

4.5%VolatilityLower is calmer0.7%

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

3–5JAAA wins

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

More Ways to See the Pairs

SCHI vs JAAA: Top 5 Holdings

Today

SCHI

0.5%in top 5

JAAA

in top 5[…]

SCHIStockJAAA

0.5%GVMXXnot top 5

Held in common[…]

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

SCHI vs JAAA Returns, Every Period

SchwabSCHI

+1.0%

5 years, per year

JAAAJanus Henderson

+5.1%

5 years, per year

SCHIJAAAFaded: behind in that period

1–3JAAA wins

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

SCHI vs JAAA

YTD

SchwabSCHI

−0.7%

JAAAJanus Henderson

+3.8%

−0.7%Year to date+3.8%

−5.0%Worst drop · 1Y−0.4%

4.5%Volatility · 1Y0.7%

5.2%Yield4.8%

$11.2BAssets$32.5B

3–1JAAA wins

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

Cost, Income and Risk

Fees: SCHI, JAAA

Today

0.03%lowest, SCHI

FundExpense ratioFee$10k

SCHI0.03%$3

JAAA0.20%$20

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

Yields: SCHI, JAAA

5.21%highest, SCHI

FundTrailing yieldYield$10k

SCHI5.21%$521

JAAA4.82%$482

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

Income After Fees on $10,000

$518most kept, SCHI

SCHI$521 − $3 = $518

JAAA$482 − $20 = $462

KeptFee

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

Overlap: SCHI, JAAA

Today

[…]holdings […]

SCHIJAAA

SCHI—[…]

JAAA[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.8%JAAA, at 0.7% volatility

JAAAWorst drop−0.4%0.7% vol

SCHIWorst drop−5.0%4.5% vol

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

Paid More vs Made More

YTD

SCHIJAAA

−0.7%Year to date+3.8%

5.2%Yield4.8%

+0.2%Past year+4.8%

0.03%Fee0.20%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026