BCLO vs CLOC

ABCLO

BCLOC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.45%BCLO · $45 on $10k

Most income6.31%BCLO · $631 on $10k

Smallest drop−0.5%CLOC · worst fall in 1Y

Held in common[…]BCLO and CLOC

BCLO

CLOC

iShares BBB-B CLO Active ETF · $113MAAM Crescent CLO ETF · $62M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.45%Expense ratio$45 · $49 on $10k · lower wins0.49%

6.31%12-mo yield$631 · $629 on $10k6.29%

−1.9%Worst dropSmaller wins−0.5%

1.9%VolatilityLower wins1.1%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsBCLO · CLOC

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						3Y/yr	5Y/yr
1	ABCLO	iShares BBB-B CLO Active ETFRead Desk		0.45%	6.31%	0.0%	+4.8%	+5.7%	new	new	−1.9%	$113M
2	BCLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.29%	0.0%	+4.7%	+5.6%	new	new	−0.5%	$62M

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						3Y/yr	5Y/yr
1	ABCLO	iShares BBB-B CLO Active ETFRead Desk		0.45%	6.31%	0.0%	+4.8%	+5.7%	new	new	−1.9%	$113M
2	BCLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.29%	0.0%	+4.7%	+5.6%	new	new	−0.5%	$62M

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

BCLO vs CLOC

BCLO

iShares BBB-B CLO Active

[…]

CLOC

AAM Crescent CLO

[…]

MeasureBCLOCLOC

Fee0.45%0.49%

Cost on $10k a year$45$49

Yield6.31%6.29%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−1.9%−0.5%

Volatility · 1Y1.9%1.1%

2–1measures won
CLOC first

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: BCLO, CLOC

Today

[…]holdings […]

BCLOCLOC

BCLO—[…]

CLOC[…]—

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

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

CLOC$629 − $49 = $580

KeptFee

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