CLOC vs IVV

ACLOC

BIVV

Measures won3–1CLOC wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income6.29%CLOC · $629 on $10k

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

Held in common[…]CLOC and IVV

CLOC

IVV

AAM Crescent CLO ETF · $62MiShares Core S&P 500 ETF · $850B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

6.29%12-mo yield$629 · $114 on $10k1.14%

−0.5%Worst dropSmaller wins−8.9%

1.1%VolatilityLower wins13.6%

3–1CLOC wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLOC · IVV

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ACLOC	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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ACLOC	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

CLOC vs IVV

CLOC

AAM Crescent CLO

[…]

IVV

iShares Core S&P 500

$17,177

MeasureCLOCIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield6.29%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−0.5%−8.9%

Volatility · 1Y1.1%13.6%

3–1measures won
CLOC first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: CLOC, IVV

Today

[…]holdings […]

CLOCIVV

CLOC—[…]

IVV[…]—

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

Income After Fees on $10,000

$580most kept, CLOC

CLOC$629 − $49 = $580

IVV$114 − $3 = $111

KeptFee

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