LQD vs CLOX

ALQD

BCLOX

Measures won3–2LQD wins · of 6 · 5Y

$10,000 · 5Y$9,632LQD

Lowest cost0.14%LQD · $14 on $10k

Most income4.82%LQD · $482 on $10k

Smallest drop−0.7%CLOX · worst fall in 1Y

Held in common[…]LQD and CLOX

LQD

CLOX

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.7BEldridge AAA CLO ETF · $356M

+6.6%3 years · per year$12,126 · $11,907+6.0%

−0.7%5 years · per year$9,632 · […][…]

0.14%Expense ratio$14 · $20 on $10k · lower wins0.20%

4.82%12-mo yield$482 · $473 on $10k4.73%

−6.0%Worst dropSmaller wins−0.7%

5.6%VolatilityLower wins1.3%

3–2LQD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLQD · CLOX

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

Held in common[…]

End-of-day Nov 5, 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	ALQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.82%	+0.2%	−1.2%	−0.9%	+6.6%	−0.7%	−6.0%	$32.7B
2	BCLOX	Eldridge AAA CLO ETFRead Desk		0.20%	4.73%	0.0%	+3.7%	+4.5%	+6.0%	new	−0.7%	$356M

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

Both

5Y2 funds

#			Trend
1	ALQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.82%	+0.2%	−1.2%	−0.9%	+6.6%	−0.7%	−6.0%	$32.7B
2	BCLOX	Eldridge AAA CLO ETFRead Desk		0.20%	4.73%	0.0%	+3.7%	+4.5%	+6.0%	new	−0.7%	$356M

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

Cards for this view

LQD vs CLOX

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,632

CLOX

Eldridge AAA CLO

[…]

MeasureLQDCLOX

Fee0.14%0.20%

Cost on $10k a year$14$20

Yield4.82%4.73%

5 years, per year−0.7%[…]

3 years, per year+6.6%+6.0%

Worst drop · 1Y−6.0%−0.7%

Volatility · 1Y5.6%1.3%

3–2measures won
LQD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LQD, CLOX

Today

[…]holdings […]

LQDCLOX

LQD—[…]

CLOX[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$468most kept, LQD

LQD$482 − $14 = $468

CLOX$473 − $20 = $453

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee