Compare · 2 funds side by side · dividends reinvested

VPC and BCLO

VPCVirtus×BCLOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,973VPC · best of the two

02 / 04

VPC 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

Virtus Private Credit Strategy ETFBonds & Cash · Corporate10.60%15.19%−11.0%−10.3%+1.0%−0.1%−18.2%14.6%$28M1.6

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: VPC 2019 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Private Credit Strategy ETF · $28M$9,973

VPC

BCLO

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

$10,000 five years ago, dividends reinvested

VPCMeasureBCLO

−11.0%Year to dateJan 1 → Nov 4+4.8%

−10.3%1 yearTotal return+5.7%

+1.0%3 years · per year$10,000 became $10,311 · […][…]

−0.1%5 years · per year$10,000 became $9,973 · […][…]

10.60%Expense ratio$1,060 · $45 a year on $10k · lower is better0.45%

15.19%Trailing 12-mo yield$1,519 · $631 a year on $10k6.31%

−18.2%Worst dropSmaller is better−1.9%

14.6%VolatilityLower is calmer1.9%

VPCBCLO 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

VPC vs BCLO: Top 5 Holdings

Today

VPC

15.2%in top 5

BCLO

in top 5[…]

VPCStockBCLO

3.8%TCPCnot top 5

3.6%ECCnot top 5

2.7%FSKnot top 5

2.7%HRZNnot top 5

2.4%CIONnot top 5

Held in common[…]

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

VPC vs BCLO Returns, Every Period

VirtusVPC

−10.3%

past year

BCLOiShares

+5.7%

past year

VPCBCLOFaded: behind in that period

0–2BCLO wins

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

VPC vs BCLO

YTD

VirtusVPC

−11.0%

BCLOiShares

+4.8%

−11.0%Year to date+4.8%

−18.2%Worst drop · 1Y−1.9%

14.6%Volatility · 1Y1.9%

15.2%Yield6.3%

$27.6MAssets$113M

3–1BCLO wins

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

Cost, Income and Risk

Fees: VPC, BCLO

Today

0.45%lowest, BCLO

FundExpense ratioFee$10k

BCLO0.45%$45

VPC10.60%$1,060

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

Yields: VPC, BCLO

15.19%highest, VPC

FundTrailing yieldYield$10k

VPC15.19%$1,519

BCLO6.31%$631

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

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

VPC$1,519 − $1,060 = $459

KeptFee

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

Overlap: VPC, BCLO

Today

[…]holdings […]

VPCBCLO

VPC—[…]

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

VPCWorst drop−18.2%14.6% vol

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

Paid More vs Made More

YTD

VPCBCLO

−11.0%Year to date+4.8%

15.2%Yield6.3%

−10.3%Past year+5.7%

10.60%Fee0.45%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026