CLOA vs LQD

ACLOA

BLQD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$9,589LQD

Lowest cost0.14%LQD · $14 on $10k

Most income4.87%LQD · $487 on $10k

Smallest drop−0.2%CLOA · worst fall in 1Y

Held in common[…]CLOA and LQD

CLOA

LQD

iShares AAA CLO Active ETF · $2.8BiShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8B

+6.2%3 years · per year$11,989 · $11,964+6.2%

[…]5 years · per year[…] · $9,590−0.8%

0.20%Expense ratio$20 · $14 on $10k · lower wins0.14%

4.74%12-mo yield$474 · $487 on $10k4.87%

−0.2%Worst dropSmaller wins−6.0%

0.6%VolatilityLower wins5.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCLOA · LQD

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

Held in common[…]

End-of-day Nov 3, 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	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.87%	0.0%	−2.1%	−1.9%	+6.2%	−0.8%	−6.0%	$32.8B
2	ACLOA	iShares AAA CLO Active ETFRead Desk		0.20%	4.74%	+0.1%	+4.1%	+5.1%	+6.2%	new	−0.2%	$2.8B

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

Both

5Y2 funds

#			Trend
1	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.87%	0.0%	−2.1%	−1.9%	+6.2%	−0.8%	−6.0%	$32.8B
2	ACLOA	iShares AAA CLO Active ETFRead Desk		0.20%	4.74%	+0.1%	+4.1%	+5.1%	+6.2%	new	−0.2%	$2.8B

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

Cards for this view

CLOA vs LQD

CLOA

iShares AAA CLO Active

[…]

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,590

MeasureCLOALQD

Fee0.20%0.14%

Cost on $10k a year$20$14

Yield4.74%4.87%

5 years, per year[…]−0.8%

3 years, per year+6.2%+6.2%

Worst drop · 1Y−0.2%−6.0%

Volatility · 1Y0.6%5.6%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CLOA, LQD

Today

[…]holdings […]

CLOALQD

CLOA—[…]

LQD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$473most kept, LQD

LQD$487 − $14 = $473

CLOA$474 − $20 = $454

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee