REM vs GCLO

AREM

BGCLO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$7,356REM

Lowest cost0.35%GCLO · $35 on $10k

Most income11.32%REM · $1,132 on $10k

Smallest drop−26.3%REM · worst fall in 1Y

Held in common7.1%REM and GCLO

REM

GCLO

iShares Mortgage Real Estate ETF · $442MGuggenheim Investment Grade CLO ETF · $60M

+5.0%3 years · per year$11,589 · […][…]

−6.0%5 years · per year$7,356 · […][…]

0.48%Expense ratio$48 · $35 on $10k · lower wins0.35%

11.32%12-mo yield$1,132 · $85 on $10k0.85%

−26.3%Worst dropSmaller wins[…]

18.9%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsREM · GCLO

6.9%STWD2.5%

4.5%BXMT2.3%

1.8%TRTX1.5%

1.4%BRSP0.9%

Held in common7.1%

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	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.32%	−1.7%	−16.6%	−13.1%	+5.0%	−6.0%	−26.3%	$442M
2	BGCLO	Guggenheim Investment Grade CLO ETFRead Desk		0.35%	0.85%	0.0%	new	new	new	new	[…]	$60M

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	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.32%	−1.7%	−16.6%	−13.1%	+5.0%	−6.0%	−26.3%	$442M
2	BGCLO	Guggenheim Investment Grade CLO ETFRead Desk		0.35%	0.85%	0.0%	new	new	new	new	[…]	$60M

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

REM vs GCLO

REM

iShares Mortgage Real Estate

$7,356

GCLO

Guggenheim Investment Grade CLO

[…]

MeasureREMGCLO

Fee0.48%0.35%

Cost on $10k a year$48$35

Yield11.32%0.85%

5 years, per year−6.0%[…]

3 years, per year+5.0%[…]

Worst drop · 1Y−26.3%[…]

Volatility · 1Y18.9%[…]

1–1measures won
level

7.1%

holdings shared

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: REM, GCLO

Today

7.1%most shared, REM and GCLO

REMGCLO

REM—7.1%

GCLO7.1%—

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

Income After Fees on $10,000

$1,084most kept, REM

REM$1,132 − $48 = $1,084

GCLO$85 − $35 = $50

KeptFee

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