JOJO vs CLOC

AJOJO

BCLOC

Measures won0–4CLOC wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · JOJO $9,256

Lowest cost0.09%SGOV · $9 on $10k

Most income6.28%CLOC · $628 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]JOJO and CLOC

JOJO

CLOC

ATAC Credit Rotation ETF · $4MAAM Crescent CLO ETF · $62M

+6.9%3 years · per year$12,199 · […][…]

−1.5%5 years · per year$9,256 · […][…]

1.49%Expense ratio$149 · $49 on $10k · lower wins0.49%

5.47%12-mo yield$547 · $628 on $10k6.28%

−8.2%Worst dropSmaller wins−0.5%

6.6%VolatilityLower wins1.1%

0–4CLOC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJOJO · 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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AJOJO	ATAC Credit Rotation ETFRead Desk	1.49%	5.47%	0.0%	−0.4%	+0.8%	+6.9%	−1.5%	−8.2%	$4M
3	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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AJOJO	ATAC Credit Rotation ETFRead Desk	1.49%	5.47%	0.0%	−0.4%	+0.8%	+6.9%	−1.5%	−8.2%	$4M
3	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

JOJO vs CLOC

JOJO

ATAC Credit Rotation

$9,256

CLOC

AAM Crescent CLO

[…]

MeasureJOJOCLOC

Fee1.49%0.49%

Cost on $10k a year$149$49

Yield5.47%6.28%

5 years, per year−1.5%[…]

3 years, per year+6.9%[…]

Worst drop · 1Y−8.2%−0.5%

Volatility · 1Y6.6%1.1%

4–0measures won
CLOC first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

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

Overlap: JOJO, CLOC, SGOV

Today

[…]holdings […]

JOJOCLOCSGOV

JOJO—[…][…]

CLOC[…]—[…]

SGOV[…][…]—

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

JOJO$547 − $149 = $398

SGOV$363 − $9 = $354

KeptFee

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