Compare · 2 funds side by side · dividends reinvested

USIG and BCLO

USIGiShares×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,112USIG · best of the two

02 / 04

USIG and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.31%+4.8%+5.7%[…][…]−1.9%1.9%$113M1.2

iShares Broad USD Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.04%4.93%−0.4%+0.3%+6.6%+0.2%−4.4%4.4%$18.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: USIG 2007 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Broad USD Investment Grade Corporate Bond ETF · $18.0B$10,112

USIG

BCLO

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

$10,000 five years ago, dividends reinvested

USIGMeasureBCLO

−0.4%Year to dateJan 1 → Nov 4+4.8%

+0.3%1 yearTotal return+5.7%

+6.6%3 years · per year$10,000 became $12,130 · […][…]

+0.2%5 years · per year$10,000 became $10,112 · […][…]

0.04%Expense ratio$4 · $45 a year on $10k · lower is better0.45%

4.93%Trailing 12-mo yield$493 · $631 a year on $10k6.31%

−4.4%Worst dropSmaller is better−1.9%

4.4%VolatilityLower is calmer1.9%

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

1–5BCLO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USIG vs BCLO: Top 5 Holdings

Today

USIG

[…]in top 5

BCLO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

USIG vs BCLO Returns, Every Period

iSharesUSIG

+0.3%

past year

BCLOiShares

+5.7%

past year

USIGBCLOFaded: behind in that period

0–2BCLO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

USIG vs BCLO

YTD

iSharesUSIG

−0.4%

BCLOiShares

+4.8%

−0.4%Year to date+4.8%

−4.4%Worst drop · 1Y−1.9%

4.4%Volatility · 1Y1.9%

4.9%Yield6.3%

$18.0BAssets$113M

4–0BCLO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USIG, BCLO

Today

0.04%lowest, USIG

FundExpense ratioFee$10k

USIG0.04%$4

BCLO0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USIG, BCLO

6.31%highest, BCLO

FundTrailing yieldYield$10k

BCLO6.31%$631

USIG4.93%$493

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

USIG$493 − $4 = $489

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USIG, BCLO

Today

[…]holdings […]

USIGBCLO

USIG—[…]

BCLO[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.7%BCLO, at 1.9% volatility

BCLOWorst drop−1.9%1.9% vol

USIGWorst drop−4.4%4.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BCLOUSIG

+4.8%Year to date−0.4%

6.3%Yield4.9%

+5.7%Past year+0.3%

0.45%Fee0.04%

3–1BCLO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026