INVG vs JAAA

AINVG

BJAAA

Measures won1–3JAAA wins · of 6 · 5Y

$10,000 · 5Y$12,827JAAA · SGOV $12,095

Lowest cost0.09%SGOV · $9 on $10k

Most income5.06%INVG · $506 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]INVG and JAAA

GMO Systematic Investment Grade Credit ETF · $29MJanus Henderson AAA CLO ETF · $32.6B

[…]3 years · per year[…] · $11,928+6.1%

[…]5 years · per year[…] · $12,827+5.1%

0.25%Expense ratio$25 · $20 on $10k · lower wins0.20%

5.06%12-mo yield$506 · $481 on $10k4.81%

Cards for this view

INVG

GMO Systematic Investment Grade Credit

[…]

JAAA

Janus Henderson AAA CLO

$12,827

MeasureINVGJAAA

Fee0.25%0.20%

Cost on $10k a year$25$20

Yield5.06%4.81%

5 years, per year[…]+5.1%

3 years, per year[…]+6.1%

Worst drop · 1Y−4.5%−0.4%

Volatility · 1Y4.8%0.7%

#
1	BJAAA	Janus Henderson AAA CLO ETFRead Desk	0.20%	4.81%	0.0%	+3.9%	+4.8%	+6.1%	+5.1%	−0.4%	$32.6B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk	0.25%	5.06%	−0.6%	−1.3%	−1.1%	new	new	−4.5%	$29M

#
1	BJAAA	Janus Henderson AAA CLO ETFRead Desk	0.20%	4.81%	0.0%	+3.9%	+4.8%	+6.1%	+5.1%	−0.4%	$32.6B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk	0.25%	5.06%	−0.6%	−1.3%	−1.1%	new	new	−4.5%	$29M

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