USIG vs JAAA

AUSIG

BJAAA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,819JAAA · USIG $10,133

Lowest cost0.04%USIG · $4 on $10k

Most income4.93%USIG · $493 on $10k

Smallest drop−0.4%JAAA · worst fall in 1Y

Held in common[…]USIG and JAAA

USIG

JAAA

iShares Broad USD Investment Grade Corporate Bond ETF · $18.1BJanus Henderson AAA CLO ETF · $32.5B

+6.3%3 years · per year$12,019 · $11,940+6.1%

+0.3%5 years · per year$10,133 · $12,819+5.1%

0.04%Expense ratio$4 · $20 on $10k · lower wins0.20%

4.93%12-mo yield$493 · $481 on $10k4.81%

−4.4%Worst dropSmaller wins−0.4%

4.4%VolatilityLower wins0.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSIG · JAAA

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

Held in common[…]

End-of-day Nov 6, 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	BJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.81%	0.0%	+3.9%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
2	AUSIG	iShares Broad USD Investment Grade Corporate Bond ETFRead Desk		0.04%	4.93%	0.0%	−0.3%	+0.5%	+6.3%	+0.3%	−4.4%	$18.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.81%	0.0%	+3.9%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
2	AUSIG	iShares Broad USD Investment Grade Corporate Bond ETFRead Desk		0.04%	4.93%	0.0%	−0.3%	+0.5%	+6.3%	+0.3%	−4.4%	$18.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USIG vs JAAA

USIG

iShares Broad USD Investment Grade Corporate Bond

$10,133

JAAA

Janus Henderson AAA CLO

$12,819

MeasureUSIGJAAA

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield4.93%4.81%

5 years, per year+0.3%+5.1%

3 years, per year+6.3%+6.1%

Worst drop · 1Y−4.4%−0.4%

Volatility · 1Y4.4%0.7%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USIG, JAAA

Today

[…]holdings […]

USIGJAAA

USIG—[…]

JAAA[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$489most kept, USIG

USIG$493 − $4 = $489

JAAA$481 − $20 = $461

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee