RCLY vs BCLO

ARCLY

BBCLO

Measures won0–2BCLO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.45%BCLO · $45 on $10k

Most income6.31%BCLO · $631 on $10k

Smallest drop−1.9%BCLO · worst fall in 1Y

Held in common[…]RCLY and BCLO

RCLY

BCLO

Reckoner BBB-B CLO Annual ETF · $15MiShares BBB-B CLO Active ETF · $113M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $45 on $10k · lower wins0.45%

0.00%12-mo yield$0 · $631 on $10k6.31%

[…]Worst dropSmaller wins−1.9%

[…]VolatilityLower wins1.9%

0–2BCLO wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsRCLY · BCLO

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

Held in common[…]

End-of-day Nov 4, 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						3Y/yr	5Y/yr
1	ARCLY	Reckoner BBB-B CLO Annual ETFRead Desk		0.55%	0.00%	+0.2%	new	new	new	new	[…]	$15M
2	BBCLO	iShares BBB-B CLO Active ETFRead Desk		0.45%	6.31%	0.0%	+4.8%	+5.7%	new	new	−1.9%	$113M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ARCLY	Reckoner BBB-B CLO Annual ETFRead Desk		0.55%	0.00%	+0.2%	new	new	new	new	[…]	$15M
2	BBCLO	iShares BBB-B CLO Active ETFRead Desk		0.45%	6.31%	0.0%	+4.8%	+5.7%	new	new	−1.9%	$113M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RCLY vs BCLO

RCLY

Reckoner BBB-B CLO Annual

[…]

BCLO

iShares BBB-B CLO Active

[…]

MeasureRCLYBCLO

Fee0.55%0.45%

Cost on $10k a year$55$45

Yield0.00%6.31%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−1.9%

Volatility · 1Y[…]1.9%

2–0measures won
BCLO first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RCLY, BCLO

Today

[…]holdings […]

RCLYBCLO

RCLY—[…]

BCLO[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$586most kept, BCLO

BCLO$631 − $45 = $586

RCLY$0 − $55 = −$55

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee