LQDI vs JAAA

ALQDI

BJAAA

Measures won2–4JAAA wins · of 6 · 5Y

$10,000 · 5Y$12,814JAAA · LQDI $10,101

Lowest cost0.20%JAAA · $20 on $10k

Most income4.89%LQDI · $489 on $10k

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

Held in common[…]LQDI and JAAA

LQDI

JAAA

iShares Inflation Hedged Corporate Bond ETF · $62MJanus Henderson AAA CLO ETF · $32.5B

+6.2%3 years · per year$11,962 · $11,941+6.1%

+0.2%5 years · per year$10,101 · $12,814+5.1%

0.33%Expense ratio$33 · $20 on $10k · lower wins0.20%

4.89%12-mo yield$489 · $482 on $10k4.82%

−5.4%Worst dropSmaller wins−0.4%

5.2%VolatilityLower wins0.7%

2–4JAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsLQDI · JAAA

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	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	ALQDI	iShares Inflation Hedged Corporate Bond ETFRead Desk		0.33%	4.89%	−0.4%	−1.3%	−1.4%	+6.2%	+0.2%	−5.4%	$62M

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	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	ALQDI	iShares Inflation Hedged Corporate Bond ETFRead Desk		0.33%	4.89%	−0.4%	−1.3%	−1.4%	+6.2%	+0.2%	−5.4%	$62M

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

LQDI vs JAAA

LQDI

iShares Inflation Hedged Corporate Bond

$10,100

JAAA

Janus Henderson AAA CLO

$12,814

MeasureLQDIJAAA

Fee0.33%0.20%

Cost on $10k a year$33$20

Yield4.89%4.82%

5 years, per year+0.2%+5.1%

3 years, per year+6.2%+6.1%

Worst drop · 1Y−5.4%−0.4%

Volatility · 1Y5.2%0.7%

4–2measures won
JAAA 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: LQDI, JAAA

Today

[…]holdings […]

LQDIJAAA

LQDI—[…]

JAAA[…]—

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

Income After Fees on $10,000

$462most kept, JAAA

JAAA$482 − $20 = $462

LQDI$489 − $33 = $456

KeptFee

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