CLOZ vs VCSH

ACLOZ

BVCSH

Measures won2–3VCSH wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · VCSH $11,374

Lowest cost0.03%VCSH · $3 on $10k

Most income7.17%CLOZ · $717 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]CLOZ and VCSH

CLOZ

VCSH

Eldridge BBB-B CLO ETF · $660MVanguard Short-Term Corporate Bond ETF · $43.9B

+8.1%3 years · per year$12,638 · $11,758+5.5%

[…]5 years · per year[…] · $11,374+2.6%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

7.17%12-mo yield$717 · $454 on $10k4.54%

−3.9%Worst dropSmaller wins−1.6%

3.6%VolatilityLower wins2.1%

2–3VCSH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLOZ · VCSH

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
2	BVCSH	Vanguard Short-Term Corporate Bond ETFRead Desk	0.03%	4.54%	0.0%	+1.3%	+2.2%	+5.5%	+2.6%	−1.6%	$43.9B
3	ACLOZ	Eldridge BBB-B CLO ETFRead Desk	0.50%	7.17%	+0.1%	+2.9%	+4.0%	+8.1%	new	−3.9%	$660M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
2	BVCSH	Vanguard Short-Term Corporate Bond ETFRead Desk	0.03%	4.54%	0.0%	+1.3%	+2.2%	+5.5%	+2.6%	−1.6%	$43.9B
3	ACLOZ	Eldridge BBB-B CLO ETFRead Desk	0.50%	7.17%	+0.1%	+2.9%	+4.0%	+8.1%	new	−3.9%	$660M

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

CLOZ vs VCSH

CLOZ

Eldridge BBB-B CLO

[…]

VCSH

Vanguard Short-Term Corporate Bond

$11,374

MeasureCLOZVCSH

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield7.17%4.54%

5 years, per year[…]+2.6%

3 years, per year+8.1%+5.5%

Worst drop · 1Y−3.9%−1.6%

Volatility · 1Y3.6%2.1%

3–2measures won
VCSH first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

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

Overlap: CLOZ, VCSH, SGOV

Today

[…]holdings […]

CLOZVCSHSGOV

CLOZ—[…][…]

VCSH[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$667most kept, CLOZ

CLOZ$717 − $50 = $667

VCSH$454 − $3 = $451

SGOV$363 − $9 = $354

KeptFee

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