SCIO vs BCLO

ASCIO

BBCLO

Measures won0–4BCLO 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[…]SCIO and BCLO

SCIO

BCLO

First Trust Structured Credit Income Opportunities ETF · $573MiShares BBB-B CLO Active ETF · $113M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.70%Expense ratio$70 · $45 on $10k · lower wins0.45%

5.67%12-mo yield$567 · $631 on $10k6.31%

−2.7%Worst dropSmaller wins−1.9%

2.7%VolatilityLower wins1.9%

0–4BCLO wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSCIO · 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	ASCIO	First Trust Structured Credit Income Opportunities ETFRead Desk		0.70%	5.67%	−0.1%	+1.6%	+2.9%	new	new	−2.7%	$573M
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	ASCIO	First Trust Structured Credit Income Opportunities ETFRead Desk		0.70%	5.67%	−0.1%	+1.6%	+2.9%	new	new	−2.7%	$573M
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

SCIO vs BCLO

SCIO

First Trust Structured Credit Income Opportunities

[…]

BCLO

iShares BBB-B CLO Active

[…]

MeasureSCIOBCLO

Fee0.70%0.45%

Cost on $10k a year$70$45

Yield5.67%6.31%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−2.7%−1.9%

Volatility · 1Y2.7%1.9%

4–0measures 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: SCIO, BCLO

Today

[…]holdings […]

SCIOBCLO

SCIO—[…]

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

SCIO$567 − $70 = $497

KeptFee

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