ICLO vs IGSB

AICLO

BIGSB

Measures won4–1ICLO wins · of 6 · 5Y

$10,000 · 5Y$11,399IGSB

Lowest cost0.04%IGSB · $4 on $10k

Most income4.75%ICLO · $475 on $10k

Smallest drop−0.3%ICLO · worst fall in 1Y

Held in common[…]ICLO and IGSB

ICLO

IGSB

Invesco AAA CLO Floating Rate Note ETF · $614MiShares 1-5 Year Investment Grade Corporate Bond ETF · $23.7B

+6.1%3 years · per year$11,954 · $11,801+5.7%

[…]5 years · per year[…] · $11,399+2.7%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

4.75%12-mo yield$475 · $468 on $10k4.68%

−0.3%Worst dropSmaller wins−1.6%

1.1%VolatilityLower wins2.1%

4–1ICLO wins

$10,000 · 5 yearsOne scale

Shared top holdingsICLO · IGSB

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	BIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.68%	−0.1%	+1.3%	+2.4%	+5.7%	+2.7%	−1.6%	$23.7B
2	AICLO	Invesco AAA CLO Floating Rate Note ETFRead Desk		0.19%	4.75%	0.0%	+4.0%	+4.7%	+6.1%	new	−0.3%	$614M

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	BIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.68%	−0.1%	+1.3%	+2.4%	+5.7%	+2.7%	−1.6%	$23.7B
2	AICLO	Invesco AAA CLO Floating Rate Note ETFRead Desk		0.19%	4.75%	0.0%	+4.0%	+4.7%	+6.1%	new	−0.3%	$614M

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

ICLO vs IGSB

ICLO

Invesco AAA CLO Floating Rate Note

[…]

IGSB

iShares 1-5 Year Investment Grade Corporate Bond

$11,399

MeasureICLOIGSB

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield4.75%4.68%

5 years, per year[…]+2.7%

3 years, per year+6.1%+5.7%

Worst drop · 1Y−0.3%−1.6%

Volatility · 1Y1.1%2.1%

4–1measures won
ICLO 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: ICLO, IGSB

Today

[…]holdings […]

ICLOIGSB

ICLO—[…]

IGSB[…]—

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

Income After Fees on $10,000

$464most kept, IGSB

IGSB$468 − $4 = $464

ICLO$475 − $19 = $456

KeptFee

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