RAAA vs LQD

ARAAA

BLQD

Measures won3–1RAAA wins · of 6 · 5Y

$10,000 · 5Y$9,632LQD

Lowest cost0.14%LQD · $14 on $10k

Most income5.43%RAAA · $543 on $10k

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

Held in common[…]RAAA and LQD

RAAA

LQD

Reckoner Yield Enhanced AAA CLO ETF · $45MiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

[…]3 years · per year[…] · $12,126+6.6%

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

0.30%Expense ratio$30 · $14 on $10k · lower wins0.14%

5.43%12-mo yield$543 · $482 on $10k4.82%

−0.7%Worst dropSmaller wins−6.0%

1.4%VolatilityLower wins5.6%

3–1RAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsRAAA · LQD

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	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.82%	+0.2%	−1.2%	−0.9%	+6.6%	−0.7%	−6.0%	$31.9B
2	ARAAA	Reckoner Yield Enhanced AAA CLO ETFRead Desk		0.30%	5.43%	+0.2%	+4.7%	+5.7%	new	new	−0.7%	$45M

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	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.82%	+0.2%	−1.2%	−0.9%	+6.6%	−0.7%	−6.0%	$31.9B
2	ARAAA	Reckoner Yield Enhanced AAA CLO ETFRead Desk		0.30%	5.43%	+0.2%	+4.7%	+5.7%	new	new	−0.7%	$45M

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

RAAA vs LQD

RAAA

Reckoner Yield Enhanced AAA CLO

[…]

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,632

MeasureRAAALQD

Fee0.30%0.14%

Cost on $10k a year$30$14

Yield5.43%4.82%

5 years, per year[…]−0.7%

3 years, per year[…]+6.6%

Worst drop · 1Y−0.7%−6.0%

Volatility · 1Y1.4%5.6%

3–1measures won
RAAA 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RAAA, LQD

Today

[…]holdings […]

RAAALQD

RAAA—[…]

LQD[…]—

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

Income After Fees on $10,000

$513most kept, RAAA

RAAA$543 − $30 = $513

LQD$482 − $14 = $468

KeptFee

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