IGEB vs RAAA

AIGEB

BRAAA

Measures won1–3RAAA wins · of 6 · 5Y

$10,000 · 5Y$10,322IGEB

Lowest cost0.18%IGEB · $18 on $10k

Most income5.43%RAAA · $543 on $10k

Smallest drop−0.7%RAAA · worst fall in 1Y

Held in common[…]IGEB and RAAA

IGEB

RAAA

iShares Investment Grade Systematic Bond ETF · $1.5BReckoner Yield Enhanced AAA CLO ETF · $43M

+6.6%3 years · per year$12,124 · […][…]

+0.6%5 years · per year$10,322 · […][…]

0.18%Expense ratio$18 · $30 on $10k · lower wins0.30%

5.29%12-mo yield$529 · $543 on $10k5.43%

−4.5%Worst dropSmaller wins−0.7%

4.4%VolatilityLower wins1.4%

1–3RAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGEB · RAAA

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	AIGEB	iShares Investment Grade Systematic Bond ETFRead Desk		0.18%	5.29%	0.0%	−0.5%	+0.5%	+6.6%	+0.6%	−4.5%	$1.5B
2	BRAAA	Reckoner Yield Enhanced AAA CLO ETFRead Desk		0.30%	5.43%	0.0%	+4.8%	+5.7%	new	new	−0.7%	$43M

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	AIGEB	iShares Investment Grade Systematic Bond ETFRead Desk		0.18%	5.29%	0.0%	−0.5%	+0.5%	+6.6%	+0.6%	−4.5%	$1.5B
2	BRAAA	Reckoner Yield Enhanced AAA CLO ETFRead Desk		0.30%	5.43%	0.0%	+4.8%	+5.7%	new	new	−0.7%	$43M

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

IGEB vs RAAA

IGEB

iShares Investment Grade Systematic Bond

$10,322

RAAA

Reckoner Yield Enhanced AAA CLO

[…]

MeasureIGEBRAAA

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield5.29%5.43%

5 years, per year+0.6%[…]

3 years, per year+6.6%[…]

Worst drop · 1Y−4.5%−0.7%

Volatility · 1Y4.4%1.4%

3–1measures won
RAAA 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: IGEB, RAAA

Today

[…]holdings […]

IGEBRAAA

IGEB—[…]

RAAA[…]—

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

Income After Fees on $10,000

$513most kept, RAAA

RAAA$543 − $30 = $513

IGEB$529 − $18 = $511

KeptFee

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