JOJO vs LQD

AJOJO

BLQD

Measures won2–4LQD wins · of 6 · 5Y

$10,000 · 5Y$9,625LQD · JOJO $9,256

Lowest cost0.14%LQD · $14 on $10k

Most income5.47%JOJO · $547 on $10k

Smallest drop−6.0%LQD · worst fall in 1Y

Held in common[…]JOJO and LQD

JOJO

LQD

ATAC Credit Rotation ETF · $4MiShares iBoxx $ Investment Grade Corporate Bond ETF · $32.7B

+7.6%3 years · per year$12,445 · $11,939+6.1%

−1.5%5 years · per year$9,256 · $9,625−0.8%

1.49%Expense ratio$149 · $14 on $10k · lower wins0.14%

5.47%12-mo yield$547 · $483 on $10k4.83%

−8.2%Worst dropSmaller wins−6.0%

6.6%VolatilityLower wins5.6%

2–4LQD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJOJO · LQD

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	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	−0.1%	−1.4%	−0.7%	+6.1%	−0.8%	−6.0%	$32.7B
2	AJOJO	ATAC Credit Rotation ETFRead Desk		1.49%	5.47%	−0.1%	−0.4%	+0.9%	+7.6%	−1.5%	−8.2%	$4M

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	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	−0.1%	−1.4%	−0.7%	+6.1%	−0.8%	−6.0%	$32.7B
2	AJOJO	ATAC Credit Rotation ETFRead Desk		1.49%	5.47%	−0.1%	−0.4%	+0.9%	+7.6%	−1.5%	−8.2%	$4M

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

JOJO vs LQD

JOJO

ATAC Credit Rotation

$9,256

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,625

MeasureJOJOLQD

Fee1.49%0.14%

Cost on $10k a year$149$14

Yield5.47%4.83%

5 years, per year−1.5%−0.8%

3 years, per year+7.6%+6.1%

Worst drop · 1Y−8.2%−6.0%

Volatility · 1Y6.6%5.6%

4–2measures won
LQD first

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: JOJO, LQD

Today

[…]holdings […]

JOJOLQD

JOJO—[…]

LQD[…]—

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

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

JOJO$547 − $149 = $398

KeptFee

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