FAAA vs IGSB

AFAAA

BIGSB

Measures won0–2IGSB wins · of 6 · 5Y

$10,000 · 5Y$11,390IGSB

Lowest cost0.04%IGSB · $4 on $10k

Most income4.68%IGSB · $468 on $10k

Smallest drop−1.6%IGSB · worst fall in 1Y

Held in common[…]FAAA and IGSB

FAAA

IGSB

FIDELITY AAA CLO ETF · $134MiShares 1-5 Year Investment Grade Corporate Bond ETF · $23.7B

[…]3 years · per year[…] · $11,846+5.8%

[…]5 years · per year[…] · $11,390+2.6%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

3.01%12-mo yield$301 · $468 on $10k4.68%

[…]Worst dropSmaller wins−1.6%

[…]VolatilityLower wins2.1%

0–2IGSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAAA · IGSB

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	BIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.68%	+0.3%	+1.3%	+2.2%	+5.8%	+2.6%	−1.6%	$23.7B
2	AFAAA	FIDELITY AAA CLO ETFRead Desk		0.20%	3.01%	0.0%	new	new	new	new	[…]	$134M

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	BIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.68%	+0.3%	+1.3%	+2.2%	+5.8%	+2.6%	−1.6%	$23.7B
2	AFAAA	FIDELITY AAA CLO ETFRead Desk		0.20%	3.01%	0.0%	new	new	new	new	[…]	$134M

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

FAAA vs IGSB

FAAA

FIDELITY AAA CLO

[…]

IGSB

iShares 1-5 Year Investment Grade Corporate Bond

$11,390

MeasureFAAAIGSB

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield3.01%4.68%

5 years, per year[…]+2.6%

3 years, per year[…]+5.8%

Worst drop · 1Y[…]−1.6%

Volatility · 1Y[…]2.1%

2–0measures won
IGSB 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: FAAA, IGSB

Today

[…]holdings […]

FAAAIGSB

FAAA—[…]

IGSB[…]—

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

Income After Fees on $10,000

$464most kept, IGSB

IGSB$468 − $4 = $464

FAAA$301 − $20 = $281

KeptFee

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