Compare · 3 funds side by side · dividends reinvested

FCVT, NFLT and BND

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,491NFLT · best of the three

Story of the three · IncomeMost incomeNFLT · 5.54% · $554 a year on $10k

Story of the three · RiskSmallest drop

FCVT, NFLT and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Newfleet Multi-Sector Bond ETFBonds & Cash · Other bonds0.50%5.54%+0.8%+1.4%+7.1%+2.8%−3.0%4.3%$560M1.5

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.25%+2.3%+0.9%+14.7%+2.2%−22.3%21.2%$75M2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.5%4.0%$161B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FCVT 2015 · NFLT 2015 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Virtus Newfleet Multi-Sector Bond ETF · $560M$12,270

NFLT

FCVT

First Trust SSI Strategic Convertible Securities ETF · $75M$15,083

$10,000 three years ago, dividends reinvested · they hold 0.1% in common

More Ways to See the Pairs

NFLT vs FCVT: Top 5 Holdings

Today

NFLT

2.7%in top 5

FCVT

in top 58.7%

NFLTStockFCVT

0.0%GOOGM3.8%

2.4%JNKnot top 5

not top 5METAM1.6%

not top 5WFC-PL1.1%

not top 5SMCIP

Cost, Income and Risk

Fees: FCVT, NFLT, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

NFLT0.50%$50

FCVT0.95%$95

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

Yields: FCVT, NFLT, BND

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.1%Yield4.2%

$161BAssets$139B

1–0AGG wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

NFLT

Measure

FCVT

+0.8%Year to dateJan 1 → Nov 10+2.3%

+1.4%1 yearTotal return+0.9%

+7.1%3 years · per year$10,000 became $12,270 · $15,083+14.7%

+2.8%5 years · per year$10,000 became $11,491 · $11,136+2.2%

0.50%Expense ratio$50 · $95 a year on $10k · lower is better0.95%

5.54%Trailing 12-mo yield$554 · $125 a year on $10k1.25%

−3.0%Worst dropSmaller is better−22.3%

4.3%VolatilityLower is calmer21.2%

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

6–2NFLT wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.1%

not top 5BAC-PL1.0%

0.2%HYGnot top 5

0.0%GOOGNnot top 5

0.0%EPR-PCnot top 5

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

NFLT vs FCVT Returns, Every Period

5Y

VirtusNFLT

+2.8%

5 years, per year

FCVTFirst Trust

+2.2%

5 years, per year

NFLTFCVTFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

NFLT vs BND

YTD

VirtusNFLT

+0.8%

BNDVanguard

−0.7%

+0.8%Year to date−0.7%

−3.0%Worst drop · 1Y−4.5%

4.3%Volatility · 1Y4.0%

5.5%Yield4.1%

$560MAssets$161B

3–1NFLT wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

5.54%highest, NFLT

FundTrailing yieldYield$10k

NFLT5.54%$554

BND4.15%$415

FCVT1.25%$125

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$504most kept, NFLT

NFLT$554 − $50 = $504

BND$415 − $3 = $412

FCVT$125 − $95 = $30

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FCVT, NFLT, BND

Today

0.1%most shared, FCVT and NFLT

FCVTNFLTBND

FCVT—0.1%[…]

NFLT0.1%—[…]

BND[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+1.4%NFLT, at 4.3% volatility

BNDWorst drop−4.5%4.0% vol

NFLTWorst drop−3.0%4.3% vol

FCVTWorst drop−22.3%21.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

NFLTFCVT

+0.8%Year to date+2.3%

5.5%Yield1.2%

+1.4%Past year+0.9%

0.50%Fee0.95%

3–1NFLT wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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FCVT, NFLT and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three