SCIO vs LQD

ASCIO

BLQD

Measures won3–1SCIO wins · of 6 · 5Y

$10,000 · 5Y$9,603LQD

Lowest cost0.14%LQD · $14 on $10k

Most income5.67%SCIO · $567 on $10k

Smallest drop−2.7%SCIO · worst fall in 1Y

Held in common[…]SCIO and LQD

SCIO

LQD

First Trust Structured Credit Income Opportunities ETF · $573MiShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8B

[…]3 years · per year[…] · $12,091+6.5%

[…]5 years · per year[…] · $9,603−0.8%

0.70%Expense ratio$70 · $14 on $10k · lower wins0.14%

5.67%12-mo yield$567 · $483 on $10k4.83%

−2.7%Worst dropSmaller wins−6.0%

2.7%VolatilityLower wins5.6%

3–1SCIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCIO · LQD

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
1	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$32.8B
2	ASCIO	First Trust Structured Credit Income Opportunities ETFRead Desk		0.70%	5.67%	−0.1%	+1.6%	+2.9%	new	new	−2.7%	$573M

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
1	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$32.8B
2	ASCIO	First Trust Structured Credit Income Opportunities ETFRead Desk		0.70%	5.67%	−0.1%	+1.6%	+2.9%	new	new	−2.7%	$573M

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 LQD

SCIO

First Trust Structured Credit Income Opportunities

[…]

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,603

MeasureSCIOLQD

Fee0.70%0.14%

Cost on $10k a year$70$14

Yield5.67%4.83%

5 years, per year[…]−0.8%

3 years, per year[…]+6.5%

Worst drop · 1Y−2.7%−6.0%

Volatility · 1Y2.7%5.6%

3–1measures won
SCIO 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCIO, LQD

Today

[…]holdings […]

SCIOLQD

SCIO—[…]

LQD[…]—

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

Income After Fees on $10,000

$497most kept, SCIO

SCIO$567 − $70 = $497

LQD$483 − $14 = $469

KeptFee

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