VPC vs RAAA

AVPC

BRAAA

Measures won1–3RAAA wins · of 6 · 5Y

$10,000 · 5Y$9,742VPC

Lowest cost0.30%RAAA · $30 on $10k

Most income15.43%VPC · $1,543 on $10k

Smallest drop−0.7%RAAA · worst fall in 1Y

Held in common[…]VPC and RAAA

VPC

RAAA

Virtus Private Credit Strategy ETF · $26MReckoner Yield Enhanced AAA CLO ETF · $43M

−0.3%3 years · per year$9,897 · […][…]

−0.5%5 years · per year$9,742 · […][…]

10.60%Expense ratio$1,060 · $30 on $10k · lower wins0.30%

15.43%12-mo yield$1,543 · $543 on $10k5.43%

−18.2%Worst dropSmaller wins−0.7%

14.7%VolatilityLower wins1.4%

1–3RAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsVPC · RAAA

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	AVPC	Virtus Private Credit Strategy ETFRead Desk		10.60%	15.43%	+0.5%	−12.4%	−11.0%	−0.3%	−0.5%	−18.2%	$26M
2	BRAAA	Reckoner Yield Enhanced AAA CLO ETFRead Desk		0.30%	5.43%	0.0%	+4.8%	+5.7%	new	new	−0.7%	$43M

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	AVPC	Virtus Private Credit Strategy ETFRead Desk		10.60%	15.43%	+0.5%	−12.4%	−11.0%	−0.3%	−0.5%	−18.2%	$26M
2	BRAAA	Reckoner Yield Enhanced AAA CLO ETFRead Desk		0.30%	5.43%	0.0%	+4.8%	+5.7%	new	new	−0.7%	$43M

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

VPC vs RAAA

VPC

Virtus Private Credit Strategy

$9,742

RAAA

Reckoner Yield Enhanced AAA CLO

[…]

MeasureVPCRAAA

Fee10.60%0.30%

Cost on $10k a year$1,060$30

Yield15.43%5.43%

5 years, per year−0.5%[…]

3 years, per year−0.3%[…]

Worst drop · 1Y−18.2%−0.7%

Volatility · 1Y14.7%1.4%

3–1measures won
RAAA first

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: VPC, RAAA

Today

[…]holdings […]

VPCRAAA

VPC—[…]

RAAA[…]—

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

Income After Fees on $10,000

$513most kept, RAAA

RAAA$543 − $30 = $513

VPC$1,543 − $1,060 = $483

KeptFee

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