IGHG vs JAAA

AIGHG

BJAAA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,028IGHG · JAAA $12,819

Lowest cost0.20%JAAA · $20 on $10k

Most income5.21%IGHG · $521 on $10k

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

Held in common[…]IGHG and JAAA

IGHG

JAAA

ProShares - Investment Grade - Interest Rate Hedged · $405MJanus Henderson AAA CLO ETF · $32.5B

+6.9%3 years · per year$12,214 · $11,940+6.1%

+5.4%5 years · per year$13,028 · $12,819+5.1%

0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%

5.21%12-mo yield$521 · $481 on $10k4.81%

−1.8%Worst dropSmaller wins−0.4%

3.1%VolatilityLower wins0.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIGHG · 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	AIGHG	ProShares - Investment Grade - Interest Rate HedgedRead Desk		0.30%	5.21%	+0.1%	+2.7%	+3.6%	+6.9%	+5.4%	−1.8%	$405M
2	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

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	AIGHG	ProShares - Investment Grade - Interest Rate HedgedRead Desk		0.30%	5.21%	+0.1%	+2.7%	+3.6%	+6.9%	+5.4%	−1.8%	$405M
2	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

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

IGHG vs JAAA

IGHG

ProShares - Investment Grade - Interest Rate Hedged

$13,028

JAAA

Janus Henderson AAA CLO

$12,819

MeasureIGHGJAAA

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield5.21%4.81%

5 years, per year+5.4%+5.1%

3 years, per year+6.9%+6.1%

Worst drop · 1Y−1.8%−0.4%

Volatility · 1Y3.1%0.7%

3–3measures won
level

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: IGHG, JAAA

Today

[…]holdings […]

IGHGJAAA

IGHG—[…]

JAAA[…]—

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

Income After Fees on $10,000

$491most kept, IGHG

IGHG$521 − $30 = $491

JAAA$481 − $20 = $461

KeptFee

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