MUB vs CLOC

AMUB

BCLOC

Measures won1–3CLOC wins · of 6 · 5Y

$10,000 · 5Y$10,432MUB

Lowest cost0.05%MUB · $5 on $10k

Most income6.28%CLOC · $628 on $10k

Smallest drop−0.5%CLOC · worst fall in 1Y

Held in common[…]MUB and CLOC

MUB

CLOC

iShares National Muni Bond ETF · $55.1BAAM Crescent CLO ETF · $62M

+4.1%3 years · per year$11,293 · […][…]

+0.8%5 years · per year$10,432 · […][…]

0.05%Expense ratio$5 · $49 on $10k · lower wins0.49%

3.26%12-mo yield$326 · $628 on $10k6.28%

−6.3%Worst dropSmaller wins−0.5%

3.7%VolatilityLower wins1.1%

1–3CLOC wins

$10,000 · 5 yearsOne scale

Shared top holdingsMUB · CLOC

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

Held in common[…]

End-of-day Nov 9, 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	AMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
2	BCLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
2	BCLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MUB vs CLOC

MUB

iShares National Muni Bond

$10,432

CLOC

AAM Crescent CLO

[…]

MeasureMUBCLOC

Fee0.05%0.49%

Cost on $10k a year$5$49

Yield3.26%6.28%

5 years, per year+0.8%[…]

3 years, per year+4.1%[…]

Worst drop · 1Y−6.3%−0.5%

Volatility · 1Y3.7%1.1%

3–1measures won
CLOC first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MUB, CLOC

Today

[…]holdings […]

MUBCLOC

MUB—[…]

CLOC[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$579most kept, CLOC

CLOC$628 − $49 = $579

MUB$326 − $5 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee