VCIT vs CLOZ

AVCIT

BCLOZ

Measures won1–4CLOZ wins · of 6 · 5Y

$10,000 · 5Y$10,469VCIT

Lowest cost0.03%VCIT · $3 on $10k

Most income7.17%CLOZ · $717 on $10k

Smallest drop−3.9%CLOZ · worst fall in 1Y

Held in common[…]VCIT and CLOZ

VCIT

CLOZ

Vanguard Intermediate-Term Corporate Bond ETF · $66.6BEldridge BBB-B CLO ETF · $696M

+7.2%3 years · per year$12,336 · $12,586+8.0%

+0.9%5 years · per year$10,469 · […][…]

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

5.03%12-mo yield$503 · $717 on $10k7.17%

−4.9%Worst dropSmaller wins−3.9%

4.5%VolatilityLower wins3.6%

1–4CLOZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsVCIT · CLOZ

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	AVCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk		0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B
2	BCLOZ	Eldridge BBB-B CLO ETFRead Desk		0.50%	7.17%	+0.3%	+2.7%	+3.9%	+8.0%	new	−3.9%	$696M

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	AVCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk		0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B
2	BCLOZ	Eldridge BBB-B CLO ETFRead Desk		0.50%	7.17%	+0.3%	+2.7%	+3.9%	+8.0%	new	−3.9%	$696M

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

VCIT vs CLOZ

VCIT

Vanguard Intermediate-Term Corporate Bond

$10,469

CLOZ

Eldridge BBB-B CLO

[…]

MeasureVCITCLOZ

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield5.03%7.17%

5 years, per year+0.9%[…]

3 years, per year+7.2%+8.0%

Worst drop · 1Y−4.9%−3.9%

Volatility · 1Y4.5%3.6%

4–1measures won
CLOZ 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: VCIT, CLOZ

Today

[…]holdings […]

VCITCLOZ

VCIT—[…]

CLOZ[…]—

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

Income After Fees on $10,000

$667most kept, CLOZ

CLOZ$717 − $50 = $667

VCIT$503 − $3 = $500

KeptFee

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