LDRC vs JAAA

ALDRC

BJAAA

Measures won1–3JAAA wins · of 6 · 5Y

$10,000 · 5Y$12,814JAAA

Lowest cost0.10%LDRC · $10 on $10k

Most income4.82%JAAA · $482 on $10k

Smallest drop−0.4%JAAA · worst fall in 1Y

Held in common[…]LDRC and JAAA

LDRC

JAAA

iShares iBonds 1-5 Year Corporate Ladder ETF · $103MJanus Henderson AAA CLO ETF · $32.5B

[…]3 years · per year[…] · $11,950+6.1%

[…]5 years · per year[…] · $12,814+5.1%

0.10%Expense ratio$10 · $20 on $10k · lower wins0.20%

4.25%12-mo yield$425 · $482 on $10k4.82%

−1.6%Worst dropSmaller wins−0.4%

2.4%VolatilityLower wins0.7%

1–3JAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsLDRC · JAAA

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

Held in common[…]

End-of-day Nov 4, 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	BJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.82%	0.0%	+3.8%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
2	ALDRC	iShares iBonds 1-5 Year Corporate Ladder ETFRead Desk		0.10%	4.25%	+0.2%	+1.2%	+2.3%	new	new	−1.6%	$103M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.82%	0.0%	+3.8%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
2	ALDRC	iShares iBonds 1-5 Year Corporate Ladder ETFRead Desk		0.10%	4.25%	+0.2%	+1.2%	+2.3%	new	new	−1.6%	$103M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LDRC vs JAAA

LDRC

iShares iBonds 1-5 Year Corporate Ladder

[…]

JAAA

Janus Henderson AAA CLO

$12,814

MeasureLDRCJAAA

Fee0.10%0.20%

Cost on $10k a year$10$20

Yield4.25%4.82%

5 years, per year[…]+5.1%

3 years, per year[…]+6.1%

Worst drop · 1Y−1.6%−0.4%

Volatility · 1Y2.4%0.7%

3–1measures won
JAAA first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LDRC, JAAA

Today

[…]holdings […]

LDRCJAAA

LDRC—[…]

JAAA[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, JAAA

JAAA$482 − $20 = $462

LDRC$425 − $10 = $415

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee