QLTA vs RAAA

AQLTA

BRAAA

Measures won1–3RAAA wins · of 6 · 5Y

$10,000 · 5Y$9,829QLTA

Lowest cost0.15%QLTA · $15 on $10k

Most income5.43%RAAA · $543 on $10k

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

Held in common[…]QLTA and RAAA

QLTA

RAAA

iShares Aaa - A Rated Corporate Bond ETF · $1.2BReckoner Yield Enhanced AAA CLO ETF · $43M

+5.5%3 years · per year$11,749 · […][…]

−0.3%5 years · per year$9,829 · […][…]

0.15%Expense ratio$15 · $30 on $10k · lower wins0.30%

4.68%12-mo yield$468 · $543 on $10k5.43%

−5.0%Worst dropSmaller wins−0.7%

4.7%VolatilityLower wins1.4%

1–3RAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLTA · RAAA

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

Held in common[…]

End-of-day Nov 6, 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	AQLTA	iShares Aaa - A Rated Corporate Bond ETFRead Desk		0.15%	4.68%	−0.1%	−0.7%	−0.1%	+5.5%	−0.3%	−5.0%	$1.2B
2	BRAAA	Reckoner Yield Enhanced AAA CLO ETFRead Desk		0.30%	5.43%	0.0%	+4.8%	+5.7%	new	new	−0.7%	$43M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AQLTA	iShares Aaa - A Rated Corporate Bond ETFRead Desk		0.15%	4.68%	−0.1%	−0.7%	−0.1%	+5.5%	−0.3%	−5.0%	$1.2B
2	BRAAA	Reckoner Yield Enhanced AAA CLO ETFRead Desk		0.30%	5.43%	0.0%	+4.8%	+5.7%	new	new	−0.7%	$43M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QLTA vs RAAA

QLTA

iShares Aaa - A Rated Corporate Bond

$9,829

RAAA

Reckoner Yield Enhanced AAA CLO

[…]

MeasureQLTARAAA

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield4.68%5.43%

5 years, per year−0.3%[…]

3 years, per year+5.5%[…]

Worst drop · 1Y−5.0%−0.7%

Volatility · 1Y4.7%1.4%

3–1measures won
RAAA first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QLTA, RAAA

Today

[…]holdings […]

QLTARAAA

QLTA—[…]

RAAA[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$513most kept, RAAA

RAAA$543 − $30 = $513

QLTA$468 − $15 = $453

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee