Compare · 2 funds side by side · dividends reinvested

BRLN and ICVT

BRLNiShares×ICVTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,942ICVT · best of the two

02 / 04

BRLN and ICVT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Floating Rate Loan Active ETFBonds & Cash · Other bonds0.63%6.09%+2.4%+3.6%+6.3%[…]−2.0%3.6%$51M1.4

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.57%+7.0%+2.5%+16.1%+3.6%−16.3%18.4%$7.2B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: BRLN 2022 · ICVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Floating Rate Loan Active ETF · $51M[…]

BRLN

ICVT

iShares Convertible Bond ETF · $7.2B$11,942

$10,000 five years ago, dividends reinvested

BRLNMeasureICVT

+2.4%Year to dateJan 1 → Nov 3+7.0%

+3.6%1 yearTotal return+2.5%

+6.3%3 years · per year$10,000 became $12,002 · $15,633+16.1%

[…]5 years · per year$10,000 became […] · $11,942+3.6%

0.63%Expense ratio$63 · $20 a year on $10k · lower is better0.20%

6.09%Trailing 12-mo yield$609 · $157 a year on $10k1.57%

−2.0%Worst dropSmaller is better−16.3%

3.6%VolatilityLower is calmer18.4%

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

4–3BRLN wins

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

More Ways to See the Pairs

BRLN vs ICVT: Top 5 Holdings

Today

BRLN

[…]in top 5

ICVT

in top 50.1%

BRLNStockICVT

not top 5BKD0.1%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

BRLN vs ICVT Returns, Every Period

iSharesBRLN

+3.6%

past year

ICVTiShares

+2.5%

past year

BRLNICVTFaded: behind in that period

1–2ICVT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BRLN vs ICVT

YTD

iSharesBRLN

+2.4%

ICVTiShares

+7.0%

+2.4%Year to date+7.0%

−2.0%Worst drop · 1Y−16.3%

3.6%Volatility · 1Y18.4%

6.1%Yield1.6%

$50.6MAssets$7.2B

3–1BRLN wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BRLN, ICVT

Today

0.20%lowest, ICVT

FundExpense ratioFee$10k

ICVT0.20%$20

BRLN0.63%$63

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BRLN, ICVT

6.09%highest, BRLN

FundTrailing yieldYield$10k

BRLN6.09%$609

ICVT1.57%$157

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$546most kept, BRLN

BRLN$609 − $63 = $546

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BRLN, ICVT

Today

[…]holdings […]

BRLNICVT

BRLN—[…]

ICVT[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.6%BRLN, at 3.6% volatility

BRLNWorst drop−2.0%3.6% vol

ICVTWorst drop−16.3%18.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BRLNICVT

+2.4%Year to date+7.0%

6.1%Yield1.6%

+3.6%Past year+2.5%

0.63%Fee0.20%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026