CLOC vs SPYM

ACLOC

BSPYM

Measures won3–1CLOC wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income6.29%CLOC · $629 on $10k

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

Held in common[…]CLOC and SPYM

CLOC

SPYM

AAM Crescent CLO ETF · $62MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

6.29%12-mo yield$629 · $101 on $10k1.01%

−0.5%Worst dropSmaller wins−8.9%

1.1%VolatilityLower wins12.8%

3–1CLOC wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLOC · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 SPYM

CLOC

AAM Crescent CLO

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureCLOCSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield6.29%1.01%

5 years, per year[…]+12.6%

3 years, per year[…]+24.3%

Worst drop · 1Y−0.5%−8.9%

Volatility · 1Y1.1%12.8%

3–1measures won
CLOC first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: CLOC, SPYM

Today

[…]holdings […]

CLOCSPYM

CLOC—[…]

SPYM[…]—

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

SPYM$101 − $2 = $99

KeptFee

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