BCLO vs CLOC

ABCLO

BCLOC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,090SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income6.32%BCLO · $632 on $10k

Smallest drop0.0%SGOV · 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%

6.32%12-mo yield$632 · $629 on $10k6.29%

−1.9%Worst dropSmaller wins−0.5%

1.9%VolatilityLower wins1.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBCLO · CLOC

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	ABCLO	iShares BBB-B CLO Active ETFRead Desk	0.45%	6.32%	−0.1%	+4.5%	+5.4%	new	new	−1.9%	$113M
3	BCLOC	AAM Crescent CLO ETFRead Desk	0.49%	6.29%	0.0%	+4.7%	+5.5%	new	new	−0.5%	$62M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	ABCLO	iShares BBB-B CLO Active ETFRead Desk	0.45%	6.32%	−0.1%	+4.5%	+5.4%	new	new	−1.9%	$113M
3	BCLOC	AAM Crescent CLO ETFRead Desk	0.49%	6.29%	0.0%	+4.7%	+5.5%	new	new	−0.5%	$62M

End-of-day Nov 6, 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

Yield6.32%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 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BCLO, CLOC, SGOV

Today

[…]holdings […]

BCLOCLOCSGOV

BCLO—[…][…]

CLOC[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$587most kept, BCLO

BCLO$632 − $45 = $587

CLOC$629 − $49 = $580

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee