Compare · 2 funds side by side · dividends reinvested

FCVT and JBND

FCVTFirst Trust×JBNDJ.P. Morgan×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$15,110FCVT · best of the two

02 / 04

FCVT and JBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.59%−0.0%+1.0%+6.3%[…]−4.7%3.9%$9.6B1.3

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.28%+0.0%−2.3%+14.8%+1.9%−22.3%21.1%$75M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FCVT 2015 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Bond ETF · $9.6B[…]

JBND

FCVT

First Trust SSI Strategic Convertible Securities ETF · $75M$10,995

$10,000 five years ago, dividends reinvested

JBNDMeasureFCVT

−0.0%Year to dateJan 1 → Nov 6+0.0%

+1.0%1 yearTotal return−2.3%

+6.3%3 years · per year$10,000 became $12,008 · $15,110+14.8%

[…]5 years · per year$10,000 became […] · $10,995+1.9%

0.25%Expense ratio$25 · $95 a year on $10k · lower is better0.95%

4.59%Trailing 12-mo yield$459 · $128 a year on $10k1.28%

−4.7%Worst dropSmaller is better−22.3%

3.9%VolatilityLower is calmer21.1%

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

5–2JBND wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JBND vs FCVT: Top 5 Holdings

Today

JBND

[…]in top 5

FCVT

in top 58.8%

JBNDStockFCVT

not top 5GOOGM4.0%

not top 5METAM1.6%

not top 5WFC-PL1.2%

not top 5BAC-PL1.1%

not top 5SMCIP1.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

JBND vs FCVT Returns, Every Period

J.P. MorganJBND

+1.0%

past year

FCVTFirst Trust

−2.3%

past year

JBNDFCVTFaded: behind in that period

1–2FCVT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JBND vs FCVT

YTD

J.P. MorganJBND

−0.0%

FCVTFirst Trust

+0.0%

−0.0%Year to date+0.0%

−4.7%Worst drop · 1Y−22.3%

3.9%Volatility · 1Y21.1%

4.6%Yield1.3%

$9.6BAssets$74.9M

3–1JBND wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, JBND

Today

0.25%lowest, JBND

FundExpense ratioFee$10k

JBND0.25%$25

FCVT0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FCVT, JBND

4.59%highest, JBND

FundTrailing yieldYield$10k

JBND4.59%$459

FCVT1.28%$128

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$434most kept, JBND

JBND$459 − $25 = $434

FCVT$128 − $95 = $33

KeptFee

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

Overlap: FCVT, JBND

Today

[…]holdings […]

FCVTJBND

FCVT—[…]

JBND[…]—

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

Return vs Bumpiness: 2 ETFs

+1.0%JBND, at 3.9% volatility

JBNDWorst drop−4.7%3.9% vol

FCVTWorst drop−22.3%21.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JBNDFCVT

−0.0%Year to date+0.0%

4.6%Yield1.3%

+1.0%Past year−2.3%

0.25%Fee0.95%

3–1JBND wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026