CLOC vs FAAA

ACLOC

BFAAA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.20%FAAA · $20 on $10k

Most income6.28%CLOC · $628 on $10k

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

Held in common[…]CLOC and FAAA

CLOC

FAAA

AAM Crescent CLO ETF · $62MFIDELITY AAA CLO ETF · $284M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $20 on $10k · lower wins0.20%

6.28%12-mo yield$628 · $301 on $10k3.01%

−0.5%Worst dropSmaller wins[…]

1.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsCLOC · FAAA

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						3Y/yr	5Y/yr
1	ACLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M
2	BFAAA	FIDELITY AAA CLO ETFRead Desk		0.20%	3.01%	0.0%	new	new	new	new	[…]	$284M

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						3Y/yr	5Y/yr
1	ACLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M
2	BFAAA	FIDELITY AAA CLO ETFRead Desk		0.20%	3.01%	0.0%	new	new	new	new	[…]	$284M

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

CLOC vs FAAA

CLOC

AAM Crescent CLO

[…]

FAAA

FIDELITY AAA CLO

[…]

MeasureCLOCFAAA

Fee0.49%0.20%

Cost on $10k a year$49$20

Yield6.28%3.01%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−0.5%[…]

Volatility · 1Y1.1%[…]

1–1measures won
level

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%

$122BAssets$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: CLOC, FAAA

Today

[…]holdings […]

CLOCFAAA

CLOC—[…]

FAAA[…]—

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

Income After Fees on $10,000

$579most kept, CLOC

CLOC$628 − $49 = $579

FAAA$301 − $20 = $281

KeptFee

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