IUSB vs CLOC

AIUSB

BCLOC

Measures won1–3CLOC wins · of 6 · 5Y

$10,000 · 5Y$10,151IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income6.28%CLOC · $628 on $10k

Smallest drop−0.5%CLOC · worst fall in 1Y

Held in common[…]IUSB and CLOC

IUSB

CLOC

iShares Core Universal USD Bond ETF · $50.4BAAM Crescent CLO ETF · $62M

+5.4%3 years · per year$11,705 · […][…]

+0.3%5 years · per year$10,151 · […][…]

0.06%Expense ratio$6 · $49 on $10k · lower wins0.49%

4.33%12-mo yield$433 · $628 on $10k6.28%

−4.3%Worst dropSmaller wins−0.5%

3.9%VolatilityLower wins1.1%

1–3CLOC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · CLOC

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

Held in common[…]

End-of-day Nov 9, 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	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
2	BCLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
2	BCLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSB vs CLOC

IUSB

iShares Core Universal USD Bond

$10,151

CLOC

AAM Crescent CLO

[…]

MeasureIUSBCLOC

Fee0.06%0.49%

Cost on $10k a year$6$49

Yield4.33%6.28%

5 years, per year+0.3%[…]

3 years, per year+5.4%[…]

Worst drop · 1Y−4.3%−0.5%

Volatility · 1Y3.9%1.1%

3–1measures won
CLOC first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IUSB, CLOC

Today

[…]holdings […]

IUSBCLOC

IUSB—[…]

CLOC[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$579most kept, CLOC

CLOC$628 − $49 = $579

IUSB$433 − $6 = $427

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee