IBDY vs BCLO

AIBDY

BBCLO

Measures won1–3BCLO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.10%IBDY · $10 on $10k

Most income6.31%BCLO · $631 on $10k

Smallest drop−1.9%BCLO · worst fall in 1Y

Held in common[…]IBDY and BCLO

IBDY

BCLO

iShares iBonds Dec 2033 Term Corporate ETF · $1.2BiShares BBB-B CLO Active ETF · $113M

+7.0%3 years · per year$12,241 · […][…]

[…]5 years · per year[…]

0.10%Expense ratio$10 · $45 on $10k · lower wins0.45%

5.06%12-mo yield$506 · $631 on $10k6.31%

−4.8%Worst dropSmaller wins−1.9%

4.3%VolatilityLower wins1.9%

1–3BCLO wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsIBDY · BCLO

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

Held in common[…]

End-of-day Nov 3, 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							5Y/yr
1	AIBDY	iShares iBonds Dec 2033 Term Corporate ETFRead Desk		0.10%	5.06%	0.0%	−1.4%	−0.4%	+7.0%	new	−4.8%	$1.2B
2	BBCLO	iShares BBB-B CLO Active ETFRead Desk		0.45%	6.31%	0.0%	+4.7%	+5.7%	new	new	−1.9%	$113M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AIBDY	iShares iBonds Dec 2033 Term Corporate ETFRead Desk		0.10%	5.06%	0.0%	−1.4%	−0.4%	+7.0%	new	−4.8%	$1.2B
2	BBCLO	iShares BBB-B CLO Active ETFRead Desk		0.45%	6.31%	0.0%	+4.7%	+5.7%	new	new	−1.9%	$113M

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

Cards for this view

IBDY vs BCLO

IBDY

iShares iBonds Dec 2033 Term Corporate

[…]

BCLO

iShares BBB-B CLO Active

[…]

MeasureIBDYBCLO

Fee0.10%0.45%

Cost on $10k a year$10$45

Yield5.06%6.31%

5 years, per year[…][…]

3 years, per year+7.0%[…]

Worst drop · 1Y−4.8%−1.9%

Volatility · 1Y4.3%1.9%

3–1measures won
BCLO first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IBDY, BCLO

Today

[…]holdings […]

IBDYBCLO

IBDY—[…]

BCLO[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

IBDY$506 − $10 = $496

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee