IBDW vs JAAA

AIBDW

BJAAA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,814JAAA · IBDW $10,216

Lowest cost0.10%IBDW · $10 on $10k

Most income4.88%IBDW · $488 on $10k

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

Held in common[…]IBDW and JAAA

IBDW

JAAA

iShares iBonds Dec 2031 Term Corporate ETF · $2.7BJanus Henderson AAA CLO ETF · $32.5B

+7.6%3 years · per year$12,457 · $11,941+6.1%

+0.4%5 years · per year$10,216 · $12,814+5.1%

0.10%Expense ratio$10 · $20 on $10k · lower wins0.20%

4.88%12-mo yield$488 · $482 on $10k4.82%

−3.4%Worst dropSmaller wins−0.4%

3.5%VolatilityLower wins0.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBDW · JAAA

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

Held in common[…]

End-of-day Nov 5, 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%	4.82%	0.0%	+3.8%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
2	AIBDW	iShares iBonds Dec 2031 Term Corporate ETFRead Desk		0.10%	4.88%	+0.2%	0.0%	+1.0%	+7.6%	+0.4%	−3.4%	$2.7B

End-of-day Nov 5, 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%	4.82%	0.0%	+3.8%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
2	AIBDW	iShares iBonds Dec 2031 Term Corporate ETFRead Desk		0.10%	4.88%	+0.2%	0.0%	+1.0%	+7.6%	+0.4%	−3.4%	$2.7B

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

Cards for this view

IBDW vs JAAA

IBDW

iShares iBonds Dec 2031 Term Corporate

$10,216

JAAA

Janus Henderson AAA CLO

$12,814

MeasureIBDWJAAA

Fee0.10%0.20%

Cost on $10k a year$10$20

Yield4.88%4.82%

5 years, per year+0.4%+5.1%

3 years, per year+7.6%+6.1%

Worst drop · 1Y−3.4%−0.4%

Volatility · 1Y3.5%0.7%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IBDW, JAAA

Today

[…]holdings […]

IBDWJAAA

IBDW—[…]

JAAA[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$478most kept, IBDW

IBDW$488 − $10 = $478

JAAA$482 − $20 = $462

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee