Compare · 2 funds side by side · dividends reinvested

ZTRE and BCLO

ZTREF/m×BCLOiShares×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD−0.4%

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Portfolio

Story of the two · RiskSmallest drop

ZTRE and BCLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares BBB-B CLO Active ETFBonds & Cash · Corporate0.45%6.30%+4.9%+5.7%[…][…]−1.9%1.9%$113M1.3

F/M 3-Year Investment Grade Corporate Bond EtfBonds & Cash · Corporate0.15%4.38%+0.5%+1.2%[…][…]−1.5%2.1%$42M1.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: ZTRE 2024 · BCLO 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

F/M 3-Year Investment Grade Corporate Bond Etf · $42M[…]

ZTRE

BCLO

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

$10,000 five years ago, dividends reinvested

ZTREMeasureBCLO

+0.5%

More Ways to See the Pairs

ZTRE vs BCLO: Top 5 Holdings

Today

ZTRE

[…]in top 5

BCLO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

ZTRE vs BCLO Returns, Every Period

1Y

F/mZTRE

+1.2%

past year

Cost, Income and Risk

Fees: ZTRE, BCLO

Today

0.15%lowest, ZTRE

FundExpense ratioFee$10k

ZTRE0.15%$15

BCLO0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ZTRE, BCLO

1Y

6.30%highest, BCLO

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to date

Jan 1 → Nov 12

+4.9%

+1.2%1 yearTotal return+5.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.15%Expense ratio$15 · $45 a year on $10k · lower is better0.45%

4.38%Trailing 12-mo yield$438 · $630 a year on $10k6.30%

−1.5%Worst dropSmaller is better−1.9%

2.1%VolatilityLower is calmer1.9%

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

2–4BCLO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

BCLO

iShares

+5.7%

past year

ZTREBCLOFaded: behind in that period

0–2BCLO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

ZTRE vs BCLO

YTD

F/mZTRE

+0.5%

BCLOiShares

+4.9%

+0.5%Year to date+4.9%

−1.5%Worst drop · 1Y−1.9%

2.1%Volatility · 1Y1.9%

4.4%Yield6.3%

$41.8MAssets$113M

3–1BCLO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

BCLO6.30%$630

ZTRE4.38%$438

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

Income After Fees on $10,000

1Y

$585most kept, BCLO

BCLO$630 − $45 = $585

ZTRE$438 − $15 = $423

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ZTRE, BCLO

Today

[…]holdings […]

ZTREBCLO

ZTRE—[…]

BCLO[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+5.7%BCLO, at 1.9% volatility

BCLOWorst drop−1.9%1.9% vol

ZTREWorst drop−1.5%2.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

BCLOZTRE

+4.9%Year to date+0.5%

6.3%Yield4.4%

+5.7%Past year+1.2%

0.45%Fee0.15%

3–1BCLO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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ZTRE and BCLO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two