Compare · 4 funds side by side · dividends reinvested

ACVT, SGOV, IUSB and BNDX

ACVTAdvent×SGOViShares×IUSBiShares×BNDXVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,091SGOV · best of the four

02 / 04

ACVT, SGOV, IUSB and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.9

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.4%+4.4%+0.5%−3.2%3.8%$82.9B2.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B2.5

Advent Convertible Bond ETFBonds & Cash · Other bonds0.80%1.56%+4.4%+5.3%[…][…]−4.8%6.4%$43M3.0

Rank among the four1st → 4thFee, 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: ACVT 2025 · SGOV 2020 · IUSB 2014 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

Advent Convertible Bond ETF · $43M[…]

ACVT

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,151

$10,000 five years ago, dividends reinvested

ACVTMeasureIUSB

+4.4%Year to dateJan 1 → Nov 9+0.1%

+5.3%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,705+5.4%

[…]5 years · per year$10,000 became […] · $10,151+0.3%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

1.56%Trailing 12-mo yield$156 · $433 a year on $10k4.33%

−4.8%Worst dropSmaller is better−4.3%

6.4%VolatilityLower is calmer3.9%

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

2–4IUSB wins

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

More Ways to See the Pairs

ACVT vs IUSB: Top 5 Holdings

Today

ACVT

7.2%in top 5

IUSB

in top 5[…]

ACVTStockIUSB

3.1%WFC-PLnot top 5

2.3%GOOGNnot top 5

1.8%METAMnot top 5

Held in common[…]

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

ACVT vs IUSB Returns, Every Period

AdventACVT

+5.3%

past year

IUSBiShares

+0.5%

past year

ACVTIUSBFaded: behind in that period

2–0ACVT wins

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

ACVT vs BNDX

YTD

AdventACVT

+4.4%

BNDXVanguard

+1.0%

+4.4%Year to date+1.0%

−4.8%Worst drop · 1Y−3.2%

6.4%Volatility · 1Y3.8%

1.6%Yield4.6%

$42.5MAssets$82.9B

3–1BNDX wins

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

Cost, Income and Risk

Fees: ACVT, SGOV, IUSB, BNDX

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

BNDX0.07%$7

SGOV0.09%$9

ACVT0.80%$80

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

Yields: ACVT, SGOV, IUSB, BNDX

4.63%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.63%$463

IUSB4.33%$433

SGOV3.63%$363

ACVT1.56%$156

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

Income After Fees on $10,000

$456most kept, BNDX

BNDX$463 − $7 = $456

IUSB$433 − $6 = $427

SGOV$363 − $9 = $354

ACVT$156 − $80 = $76

KeptFee

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

Overlap: ACVT, SGOV, IUSB, BNDX

Today

[…]holdings […]

ACVTSGOVIUSBBNDX

ACVT—[…][…][…]

SGOV[…]—[…][…]

IUSB[…][…]—[…]

BNDX[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+5.3%ACVT, at 6.4% volatility

SGOVWorst drop0.0%0.2% vol

BNDXWorst drop−3.2%3.8% vol

IUSBWorst drop−4.3%3.9% vol

ACVTWorst drop−4.8%6.4% vol

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

Paid More vs Made More

YTD

BNDXACVT

+1.0%Year to date+4.4%

4.6%Yield1.6%

+0.4%Past year+5.3%

0.07%Fee0.80%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

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