BBCB vs BCLO

ABBCB

BBCLO

Measures won1–3BCLO wins · of 6 · 5Y

$10,000 · 5Y$9,823BBCB

Lowest cost0.04%BBCB · $4 on $10k

Most income6.32%BCLO · $632 on $10k

Smallest drop−1.9%BCLO · worst fall in 1Y

Held in common[…]BBCB and BCLO

BBCB

BCLO

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF · $57MiShares BBB-B CLO Active ETF · $113M

+5.0%3 years · per year$11,564 · […][…]

−0.4%5 years · per year$9,823 · […][…]

0.04%Expense ratio$4 · $45 on $10k · lower wins0.45%

5.19%12-mo yield$519 · $632 on $10k6.32%

−4.6%Worst dropSmaller wins−1.9%

4.6%VolatilityLower wins1.9%

1–3BCLO wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBCB · BCLO

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

Held in common[…]

End-of-day Nov 9, 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	ABBCB	JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETFRead Desk		0.04%	5.19%	+0.1%	−0.4%	+1.1%	+5.0%	−0.4%	−4.6%	$57M
2	BBCLO	iShares BBB-B CLO Active ETFRead Desk		0.45%	6.32%	0.0%	+4.5%	+5.4%	new	new	−1.9%	$113M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABBCB	JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETFRead Desk		0.04%	5.19%	+0.1%	−0.4%	+1.1%	+5.0%	−0.4%	−4.6%	$57M
2	BBCLO	iShares BBB-B CLO Active ETFRead Desk		0.45%	6.32%	0.0%	+4.5%	+5.4%	new	new	−1.9%	$113M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBCB vs BCLO

BBCB

JPMorgan BetaBuilders USD Investment Grade Corporate Bond

$9,823

BCLO

iShares BBB-B CLO Active

[…]

MeasureBBCBBCLO

Fee0.04%0.45%

Cost on $10k a year$4$45

Yield5.19%6.32%

5 years, per year−0.4%[…]

3 years, per year+5.0%[…]

Worst drop · 1Y−4.6%−1.9%

Volatility · 1Y4.6%1.9%

3–1measures won
BCLO first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BBCB, BCLO

Today

[…]holdings […]

BBCBBCLO

BBCB—[…]

BCLO[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$587most kept, BCLO

BCLO$632 − $45 = $587

BBCB$519 − $4 = $515

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee