INVG vs IGSB

AINVG

BIGSB

Measures won1–3IGSB wins · of 6 · 5Y

$10,000 · 5Y$11,411IGSB

Lowest cost0.04%IGSB · $4 on $10k

Most income5.00%INVG · $500 on $10k

Smallest drop−1.6%IGSB · worst fall in 1Y

Held in common[…]INVG and IGSB

INVG

IGSB

GMO Systematic Investment Grade Credit ETF · $29MiShares 1-5 Year Investment Grade Corporate Bond ETF · $23.7B

[…]3 years · per year[…] · $11,864+5.9%

[…]5 years · per year[…] · $11,411+2.7%

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

5.00%12-mo yield$500 · $467 on $10k4.67%

−4.5%Worst dropSmaller wins−1.6%

4.8%VolatilityLower wins2.1%

1–3IGSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsINVG · IGSB

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

Held in common[…]

End-of-day Nov 5, 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%	4.67%	+0.2%	+1.4%	+2.3%	+5.9%	+2.7%	−1.6%	$23.7B
2	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk		0.25%	5.00%	+0.2%	0.0%	+0.6%	new	new	−4.5%	$29M

End-of-day Nov 5, 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%	4.67%	+0.2%	+1.4%	+2.3%	+5.9%	+2.7%	−1.6%	$23.7B
2	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk		0.25%	5.00%	+0.2%	0.0%	+0.6%	new	new	−4.5%	$29M

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

Cards for this view

INVG vs IGSB

INVG

GMO Systematic Investment Grade Credit

[…]

IGSB

iShares 1-5 Year Investment Grade Corporate Bond

$11,411

MeasureINVGIGSB

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield5.00%4.67%

5 years, per year[…]+2.7%

3 years, per year[…]+5.9%

Worst drop · 1Y−4.5%−1.6%

Volatility · 1Y4.8%2.1%

3–1measures won
IGSB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: INVG, IGSB

Today

[…]holdings […]

INVGIGSB

INVG—[…]

IGSB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$475most kept, INVG

INVG$500 − $25 = $475

IGSB$467 − $4 = $463

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee