CLOZ vs LQD5YCLOZCLOZAvsBLQDLQDEldridge BBB-B CLO ETF · $661MiShares iBoxx $ Investment Grade Corporate Bond ETF · $33.2BReturns · dividends in+8.1%3 years · per year$12,645 · $11,545+4.9%[…]5 years · per year[…] · $9,444−1.1%Cost and income0.50%Expense ratio$50 · $14 on $10k · lower wins0.14%7.16%12-mo yield$716 · $490 on $10k4.90%Risk · 1 year−3.9%End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BLQDiShares iBoxx $ Investment Grade Corporate Bond ETFReadDesk0.14%4.90%−0.9%−2.8%−2.9%+4.9%−1.1%−6.0%$33.2B2ACLOZEldridge BBB-B CLO ETFReadDesk0.50%7.16%0.0%+3.0%+4.1%+8.1%new−3.9%$661MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BLQDiShares iBoxx $ Investment Grade Corporate Bond ETFReadDesk0.14%4.90%−0.9%−2.8%−2.9%+4.9%−1.1%−6.0%$33.2B2ACLOZEldridge BBB-B CLO ETFReadDesk0.50%7.16%0.0%+3.0%+4.1%+8.1%new−3.9%$661MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in CLOZ, LQD5Y$10k startLQD $9.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CLOZ, LQDToday[…]holdings […]CLOZLQDCLOZ—[…]LQD[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
CLOZ vs LQD5YACLOZEldridge BBB-B CLO[…]vsLQDBiShares iBoxx $ Investment Grade Corporate Bond$9,444MeasureCLOZLQDFee0.50%0.14%Cost on $10k a year$50$14Yield7.16%4.90%5 years, per year[…]−1.1%3 years, per year+8.1%+4.9%Worst drop · 1Y−3.9%−6.0%Volatility · 1Y3.6%
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: CLOZ, LQDToday[…]holdings […]CLOZLQDCLOZ—[…]LQD[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$666most kept, CLOZCLOZ$716 − $50 = $666LQD$490 − $14 = $476KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee