IBDR vs BCLO5YIBDRIBDRAvsBBCLOBCLOiShares iBonds Dec 2026 Term Corporate ETF · $2.7BiShares BBB-B CLO Active ETF · $113MReturns · dividends in+5.4%3 years · per year$11,714 · […][…]+1.9%5 years · per year$10,966 · […][…]Cost and income0.10%Expense ratio$10 · $45 on $10k · lower wins0.45%4.04%12-mo yield$404 · $629 on $10k6.29%Risk · 1 year−0.1%End-of-day Nov 13, 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▲▼1AIBDRiShares iBonds Dec 2026 Term Corporate ETFReadDesk0.10%4.04%0.0%+3.2%+3.9%+5.4%+1.9%−0.1%$2.7B2BBCLOiShares BBB-B CLO Active ETFReadDesk0.45%6.29%+0.1%+5.1%+5.9%newnew−1.9%$113MEnd-of-day Nov 13, 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▲▼1AIBDRiShares iBonds Dec 2026 Term Corporate ETFReadDesk0.10%4.04%0.0%+3.2%+3.9%+5.4%+1.9%−0.1%$2.7B2BBCLOiShares BBB-B CLO Active ETFReadDesk0.45%6.29%+0.1%+5.1%+5.9%newnew−1.9%$113MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in IBDR, BCLO5Y$10k startIBDR $11.0kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IBDR, BCLOToday[…]holdings […]IBDRBCLOIBDR—[…]BCLO[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IBDR vs BCLO5YAIBDRiShares iBonds Dec 2026 Term Corporate$10,966vsBCLOBiShares BBB-B CLO Active[…]MeasureIBDRBCLOFee0.10%0.45%Cost on $10k a year$10$45Yield4.04%6.29%5 years, per year+1.9%[…]3 years, per year+5.4%[…]Worst drop · 1Y−0.1%−1.9%Volatility · 1Y0.5%
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: IBDR, BCLOToday[…]holdings […]IBDRBCLOIBDR—[…]BCLO[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$584most kept, BCLOBCLO$629 − $45 = $584IBDR$404 − $10 = $394KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee