CLOC vs LQD

ACLOC

BLQD

Measures won3–1CLOC wins · of 6 · 5Y

$10,000 · 5Y$9,603LQD

Lowest cost0.14%LQD · $14 on $10k

Most income6.29%CLOC · $629 on $10k

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

Held in common[…]CLOC and LQD

CLOC

LQD

AAM Crescent CLO ETF · $62MiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

[…]3 years · per year[…] · $12,091+6.5%

[…]5 years · per year[…] · $9,603−0.8%

0.49%Expense ratio$49 · $14 on $10k · lower wins0.14%

6.29%12-mo yield$629 · $483 on $10k4.83%

−0.5%Worst dropSmaller wins−6.0%

1.1%VolatilityLower wins5.6%

3–1CLOC wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLOC · LQD

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
1	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B
2	ACLOC	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
1	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B
2	ACLOC	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

CLOC vs LQD

CLOC

AAM Crescent CLO

[…]

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,603

MeasureCLOCLQD

Fee0.49%0.14%

Cost on $10k a year$49$14

Yield6.29%4.83%

5 years, per year[…]−0.8%

3 years, per year[…]+6.5%

Worst drop · 1Y−0.5%−6.0%

Volatility · 1Y1.1%5.6%

3–1measures 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: CLOC, LQD

Today

[…]holdings […]

CLOCLQD

CLOC—[…]

LQD[…]—

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

Income After Fees on $10,000

$580most kept, CLOC

CLOC$629 − $49 = $580

LQD$483 − $14 = $469

KeptFee

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