Compare · 2 funds side by side · dividends reinvested

TRPA and BCLO

TRPAHartford×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,019TRPA · best of the two

02 / 04

TRPA and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford AAA CLO ETFBonds & Cash · Corporate0.24%4.79%+4.1%+5.1%+6.5%+3.7%−0.6%1.9%$171M1.4

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.31%+4.7%+5.7%[…][…]−1.9%1.9%$113M1.5

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: TRPA 2018 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

Hartford AAA CLO ETF · $171M$12,019

TRPA

BCLO

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

$10,000 five years ago, dividends reinvested

TRPAMeasureBCLO

+4.1%Year to dateJan 1 → Nov 3+4.7%

+5.1%1 yearTotal return+5.7%

+6.5%3 years · per year$10,000 became $12,089 · […][…]

+3.7%5 years · per year$10,000 became $12,019 · […][…]

0.24%Expense ratio$24 · $45 a year on $10k · lower is better0.45%

4.79%Trailing 12-mo yield$479 · $631 a year on $10k6.31%

−0.6%Worst dropSmaller is better−1.9%

1.9%VolatilityLower is calmer1.9%

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

2–3BCLO wins

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

More Ways to See the Pairs

TRPA vs BCLO: Top 5 Holdings

Today

TRPA

[…]in top 5

BCLO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

TRPA vs BCLO Returns, Every Period

HartfordTRPA

+5.1%

past year

BCLOiShares

+5.7%

past year

TRPABCLOFaded: behind in that period

0–2BCLO wins

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

TRPA vs BCLO

YTD

HartfordTRPA

+4.1%

BCLOiShares

+4.7%

+4.1%Year to date+4.7%

−0.6%Worst drop · 1Y−1.9%

1.9%Volatility · 1Y1.9%

4.8%Yield6.3%

$171MAssets$113M

2–1BCLO wins

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

Cost, Income and Risk

Fees: TRPA, BCLO

Today

0.24%lowest, TRPA

FundExpense ratioFee$10k

TRPA0.24%$24

BCLO0.45%$45

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

Yields: TRPA, BCLO

6.31%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.31%$631

TRPA4.79%$479

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

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

TRPA$479 − $24 = $455

KeptFee

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

Overlap: TRPA, BCLO

Today

[…]holdings […]

TRPABCLO

TRPA—[…]

BCLO[…]—

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

Return vs Bumpiness: 2 ETFs

+5.7%BCLO, at 1.9% volatility

TRPAWorst drop−0.6%1.9% vol

BCLOWorst drop−1.9%1.9% vol

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

Paid More vs Made More

YTD

BCLOTRPA

+4.7%Year to date+4.1%

6.3%Yield4.8%

+5.7%Past year+5.1%

0.45%Fee0.24%

3–1BCLO 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