VPC vs LQD

AVPC

BLQD

Measures won2–4LQD wins · of 6 · 5Y

$10,000 · 5Y$9,973VPC · LQD $9,603

Lowest cost0.14%LQD · $14 on $10k

Most income15.19%VPC · $1,519 on $10k

Smallest drop−6.0%LQD · worst fall in 1Y

Held in common[…]VPC and LQD

VPC

LQD

Virtus Private Credit Strategy ETF · $27MiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

+1.0%3 years · per year$10,311 · $12,091+6.5%

−0.1%5 years · per year$9,973 · $9,603−0.8%

10.60%Expense ratio$1,060 · $14 on $10k · lower wins0.14%

15.19%12-mo yield$1,519 · $483 on $10k4.83%

−18.2%Worst dropSmaller wins−6.0%

14.6%VolatilityLower wins5.6%

2–4LQD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVPC · 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	AVPC	Virtus Private Credit Strategy ETFRead Desk		10.60%	15.19%	+1.4%	−11.0%	−10.3%	+1.0%	−0.1%	−18.2%	$27M
2	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%	$31.9B

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	AVPC	Virtus Private Credit Strategy ETFRead Desk		10.60%	15.19%	+1.4%	−11.0%	−10.3%	+1.0%	−0.1%	−18.2%	$27M
2	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%	$31.9B

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

VPC vs LQD

VPC

Virtus Private Credit Strategy

$9,973

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,603

MeasureVPCLQD

Fee10.60%0.14%

Cost on $10k a year$1,060$14

Yield15.19%4.83%

5 years, per year−0.1%−0.8%

3 years, per year+1.0%+6.5%

Worst drop · 1Y−18.2%−6.0%

Volatility · 1Y14.6%5.6%

4–2measures won
LQD 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: VPC, LQD

Today

[…]holdings […]

VPCLQD

VPC—[…]

LQD[…]—

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

Income After Fees on $10,000

$469most kept, LQD

LQD$483 − $14 = $469

VPC$1,519 − $1,060 = $459

KeptFee

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