IBDY vs JAAA

AIBDY

BJAAA

Measures won3–2IBDY wins · of 6 · 5Y

$10,000 · 5Y$12,819JAAA

Lowest cost0.10%IBDY · $10 on $10k

Most income5.02%IBDY · $502 on $10k

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

Held in common[…]IBDY and JAAA

IBDY

JAAA

iShares iBonds Dec 2033 Term Corporate ETF · $1.2BJanus Henderson AAA CLO ETF · $32.5B

+7.0%3 years · per year$12,254 · $11,940+6.1%

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

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

5.02%12-mo yield$502 · $481 on $10k4.81%

−4.8%Worst dropSmaller wins−0.4%

4.3%VolatilityLower wins0.7%

3–2IBDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBDY · 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	AIBDY	iShares iBonds Dec 2033 Term Corporate ETFRead Desk		0.10%	5.02%	0.0%	−0.8%	+0.5%	+7.0%	new	−4.8%	$1.2B

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	AIBDY	iShares iBonds Dec 2033 Term Corporate ETFRead Desk		0.10%	5.02%	0.0%	−0.8%	+0.5%	+7.0%	new	−4.8%	$1.2B

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

IBDY vs JAAA

IBDY

iShares iBonds Dec 2033 Term Corporate

[…]

JAAA

Janus Henderson AAA CLO

$12,819

MeasureIBDYJAAA

Fee0.10%0.20%

Cost on $10k a year$10$20

Yield5.02%4.81%

5 years, per year[…]+5.1%

3 years, per year+7.0%+6.1%

Worst drop · 1Y−4.8%−0.4%

Volatility · 1Y4.3%0.7%

3–2measures won
IBDY 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: IBDY, JAAA

Today

[…]holdings […]

IBDYJAAA

IBDY—[…]

JAAA[…]—

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

Income After Fees on $10,000

$492most kept, IBDY

IBDY$502 − $10 = $492

JAAA$481 − $20 = $461

KeptFee

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