VRIG vs CLOC

AVRIG

BCLOC

Measures won3–1VRIG wins · of 6 · 5Y

$10,000 · 5Y$12,611VRIG

Lowest cost0.30%VRIG · $30 on $10k

Most income6.28%CLOC · $628 on $10k

Smallest drop−0.1%VRIG · worst fall in 1Y

Held in common[…]VRIG and CLOC

VRIG

CLOC

Invesco Variable Rate Investment Grade ETF · $2.0BAAM Crescent CLO ETF · $62M

+5.6%3 years · per year$11,792 · […][…]

+4.7%5 years · per year$12,611 · […][…]

0.30%Expense ratio$30 · $49 on $10k · lower wins0.49%

4.51%12-mo yield$451 · $628 on $10k6.28%

−0.1%Worst dropSmaller wins−0.5%

0.5%VolatilityLower wins1.1%

3–1VRIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVRIG · CLOC

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

Held in common[…]

End-of-day Nov 9, 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	AVRIG	Invesco Variable Rate Investment Grade ETFRead Desk		0.30%	4.51%	+0.1%	+3.6%	+4.5%	+5.6%	+4.7%	−0.1%	$2.0B
2	BCLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVRIG	Invesco Variable Rate Investment Grade ETFRead Desk		0.30%	4.51%	+0.1%	+3.6%	+4.5%	+5.6%	+4.7%	−0.1%	$2.0B
2	BCLOC	AAM Crescent CLO ETFRead Desk		0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VRIG vs CLOC

VRIG

Invesco Variable Rate Investment Grade

$12,611

CLOC

AAM Crescent CLO

[…]

MeasureVRIGCLOC

Fee0.30%0.49%

Cost on $10k a year$30$49

Yield4.51%6.28%

5 years, per year+4.7%[…]

3 years, per year+5.6%[…]

Worst drop · 1Y−0.1%−0.5%

Volatility · 1Y0.5%1.1%

3–1measures won
VRIG first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VRIG, CLOC

Today

[…]holdings […]

VRIGCLOC

VRIG—[…]

CLOC[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$579most kept, CLOC

CLOC$628 − $49 = $579

VRIG$451 − $30 = $421

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee