AAA vs LQD

AAAA

BLQD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,594AAA · LQD $9,603

Lowest cost0.14%LQD · $14 on $10k

Most income4.83%LQD · $483 on $10k

Smallest drop−1.1%AAA · worst fall in 1Y

Held in common[…]AAA and LQD

AAA

LQD

Alternative Access First Priority CLO Bond ETF · $72MiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

+5.5%3 years · per year$11,739 · $12,091+6.5%

+4.7%5 years · per year$12,594 · $9,603−0.8%

0.19%Expense ratio$19 · $14 on $10k · lower wins0.14%

4.63%12-mo yield$463 · $483 on $10k4.83%

−1.1%Worst dropSmaller wins−6.0%

3.0%VolatilityLower wins5.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAAA · LQD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk		0.19%	4.63%	−0.3%	+2.7%	+3.6%	+5.5%	+4.7%	−1.1%	$72M
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk		0.19%	4.63%	−0.3%	+2.7%	+3.6%	+5.5%	+4.7%	−1.1%	$72M
2	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AAA vs LQD

AAA

Alternative Access First Priority CLO Bond

$12,594

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,603

MeasureAAALQD

Fee0.19%0.14%

Cost on $10k a year$19$14

Yield4.63%4.83%

5 years, per year+4.7%−0.8%

3 years, per year+5.5%+6.5%

Worst drop · 1Y−1.1%−6.0%

Volatility · 1Y3.0%5.6%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AAA, LQD

Today

[…]holdings […]

AAALQD

AAA—[…]

LQD[…]—

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

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

AAA$463 − $19 = $444

KeptFee

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