Compare · 2 funds side by side · dividends reinvested

FCVT and IUSB

FCVTFirst Trust×IUSBiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,162FCVT · best of the two

02 / 04

FCVT and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.25%+2.5%+1.5%+15.4%+2.2%−22.3%21.2%$75M1.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FCVT 2015 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $75M$15,387

FCVT

IUSB

iShares Core Universal USD Bond ETF · $50.5B$11,705

$10,000 three years ago, dividends reinvested

FCVTMeasureIUSB

+2.5%Year to dateJan 1 → Nov 9+0.1%

+1.5%1 yearTotal return+0.5%

+15.4%3 years · per year$10,000 became $15,387 · $11,705+5.4%

+2.2%5 years · per year$10,000 became $11,162 · $10,151+0.3%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

1.25%Trailing 12-mo yield$125 · $433 a year on $10k4.33%

−22.3%Worst dropSmaller is better−4.3%

21.2%VolatilityLower is calmer3.9%

FCVTIUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCVT vs IUSB: Top 5 Holdings

Today

FCVT

8.8%in top 5

IUSB

in top 5[…]

FCVTStockIUSB

3.9%GOOGMnot top 5

1.6%METAMnot top 5

1.2%WFC-PLnot top 5

1.1%SMCIPnot top 5

1.0%BAC-PLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

FCVT vs IUSB Returns, Every Period

First TrustFCVT

+2.2%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

FCVTIUSBFaded: behind in that period

4–0FCVT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FCVT vs IUSB

YTD

First TrustFCVT

+2.5%

IUSBiShares

+0.1%

+2.5%Year to date+0.1%

−22.3%Worst drop · 1Y−4.3%

21.2%Volatility · 1Y3.9%

1.2%Yield4.3%

$74.9MAssets$50.5B

3–1IUSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

FCVT0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FCVT, IUSB

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

FCVT1.25%$125

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

FCVT$125 − $95 = $30

KeptFee

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

Overlap: FCVT, IUSB

Today

[…]holdings […]

FCVTIUSB

FCVT—[…]

IUSB[…]—

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

Return vs Bumpiness: 2 ETFs

+1.5%FCVT, at 21.2% volatility

IUSBWorst drop−4.3%3.9% vol

FCVTWorst drop−22.3%21.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBFCVT

+0.1%Year to date+2.5%

4.3%Yield1.2%

+0.5%Past year+1.5%

0.06%Fee0.95%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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