HBDC vs IGSB

AHBDC

BIGSB

Measures won1–3IGSB wins · of 6 · 5Y

$10,000 · 5Y$11,399IGSB

Lowest cost0.04%IGSB · $4 on $10k

Most income5.12%HBDC · $512 on $10k

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

Held in common[…]HBDC and IGSB

HBDC

IGSB

Hilton BDC Corporate Bond ETF · $91MiShares 1-5 Year Investment Grade Corporate Bond ETF · $23.8B

[…]3 years · per year[…] · $11,801+5.7%

[…]5 years · per year[…] · $11,399+2.7%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

5.12%12-mo yield$512 · $468 on $10k4.68%

−3.0%Worst dropSmaller wins−1.6%

3.0%VolatilityLower wins2.1%

1–3IGSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsHBDC · IGSB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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%	−0.1%	+1.3%	+2.4%	+5.7%	+2.7%	−1.6%	$23.8B
2	AHBDC	Hilton BDC Corporate Bond ETFRead Desk		0.39%	5.12%	−0.2%	+1.6%	+2.8%	new	new	−3.0%	$91M

End-of-day Nov 6, 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%	−0.1%	+1.3%	+2.4%	+5.7%	+2.7%	−1.6%	$23.8B
2	AHBDC	Hilton BDC Corporate Bond ETFRead Desk		0.39%	5.12%	−0.2%	+1.6%	+2.8%	new	new	−3.0%	$91M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HBDC vs IGSB

HBDC

Hilton BDC Corporate Bond

[…]

IGSB

iShares 1-5 Year Investment Grade Corporate Bond

$11,399

MeasureHBDCIGSB

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield5.12%4.68%

5 years, per year[…]+2.7%

3 years, per year[…]+5.7%

Worst drop · 1Y−3.0%−1.6%

Volatility · 1Y3.0%2.1%

3–1measures won
IGSB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HBDC, IGSB

Today

[…]holdings […]

HBDCIGSB

HBDC—[…]

IGSB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$473most kept, HBDC

HBDC$512 − $39 = $473

IGSB$468 − $4 = $464

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee