HBDC vs JAAA

AHBDC

BJAAA

Measures won1–3JAAA wins · of 6 · 5Y

$10,000 · 5Y$12,819JAAA

Lowest cost0.20%JAAA · $20 on $10k

Most income5.12%HBDC · $512 on $10k

Smallest drop−0.4%JAAA · worst fall in 1Y

Held in common[…]HBDC and JAAA

HBDC

JAAA

Hilton BDC Corporate Bond ETF · $91MJanus Henderson AAA CLO ETF · $32.5B

[…]3 years · per year[…] · $11,940+6.1%

[…]5 years · per year[…] · $12,819+5.1%

0.39%Expense ratio$39 · $20 on $10k · lower wins0.20%

5.12%12-mo yield$512 · $481 on $10k4.81%

−3.0%Worst dropSmaller wins−0.4%

3.0%VolatilityLower wins0.7%

1–3JAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsHBDC · JAAA

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	BJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.81%	0.0%	+3.9%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
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	BJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.81%	0.0%	+3.9%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
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 JAAA

HBDC

Hilton BDC Corporate Bond

[…]

JAAA

Janus Henderson AAA CLO

$12,819

MeasureHBDCJAAA

Fee0.39%0.20%

Cost on $10k a year$39$20

Yield5.12%4.81%

5 years, per year[…]+5.1%

3 years, per year[…]+6.1%

Worst drop · 1Y−3.0%−0.4%

Volatility · 1Y3.0%0.7%

3–1measures won
JAAA 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HBDC, JAAA

Today

[…]holdings […]

HBDCJAAA

HBDC—[…]

JAAA[…]—

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

JAAA$481 − $20 = $461

KeptFee

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