LONZ vs USHY

ALONZ

BUSHY

Measures won3–2LONZ wins · of 6 · 5Y

$10,000 · 5Y$12,015USHY

Lowest cost0.08%USHY · $8 on $10k

Most income8.42%LONZ · $842 on $10k

Smallest drop−2.0%LONZ · worst fall in 1Y

Held in common[…]LONZ and USHY

LONZ

USHY

PIMCO Senior Loan Active Exchange-Traded Fund · $691MiShares Broad USD High Yield Corporate Bond ETF · $26.9B

+7.3%3 years · per year$12,371 · $12,881+8.8%

[…]5 years · per year[…] · $12,015+3.7%

0.71%Expense ratio$71 · $8 on $10k · lower wins0.08%

8.42%12-mo yield$842 · $715 on $10k7.15%

−2.0%Worst dropSmaller wins−2.8%

2.2%VolatilityLower wins3.8%

3–2LONZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsLONZ · USHY

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

Held in common[…]

End-of-day Nov 3, 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	BUSHY	iShares Broad USD High Yield Corporate Bond ETFRead Desk		0.08%	7.15%	+0.1%	+0.7%	+1.9%	+8.8%	+3.7%	−2.8%	$26.9B
2	ALONZ	PIMCO Senior Loan Active Exchange-Traded FundRead Desk		0.71%	8.42%	+0.2%	+3.3%	+4.5%	+7.3%	new	−2.0%	$691M

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

Both

5Y2 funds

#			Trend
1	BUSHY	iShares Broad USD High Yield Corporate Bond ETFRead Desk		0.08%	7.15%	+0.1%	+0.7%	+1.9%	+8.8%	+3.7%	−2.8%	$26.9B
2	ALONZ	PIMCO Senior Loan Active Exchange-Traded FundRead Desk		0.71%	8.42%	+0.2%	+3.3%	+4.5%	+7.3%	new	−2.0%	$691M

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

Cards for this view

LONZ vs USHY

LONZ

PIMCO Senior Loan Active Exchange-Traded Fund

[…]

USHY

iShares Broad USD High Yield Corporate Bond

$12,015

MeasureLONZUSHY

Fee0.71%0.08%

Cost on $10k a year$71$8

Yield8.42%7.15%

5 years, per year[…]+3.7%

3 years, per year+7.3%+8.8%

Worst drop · 1Y−2.0%−2.8%

Volatility · 1Y2.2%3.8%

3–2measures won
LONZ first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: LONZ, USHY

Today

[…]holdings […]

LONZUSHY

LONZ—[…]

USHY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$771most kept, LONZ

LONZ$842 − $71 = $771

USHY$715 − $8 = $707

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee