Compare · 2 funds side by side · dividends reinvested

BYLD and ICVT

BYLDiShares×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

BYLD and ICVT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.57%+7.0%+2.5%+16.1%+3.6%−16.3%18.4%$7.2B1.4

iShares Yield Optimized Bond ETFBonds & Cash · Other bonds0.41%5.90%−0.2%+0.3%+6.6%+1.9%−3.9%4.3%$421M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: BYLD 2014 · ICVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Yield Optimized Bond ETF · $421M$10,979

BYLD

ICVT

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

$10,000 five years ago, dividends reinvested

BYLDMeasureICVT

−0.2%Year to dateJan 1 → Nov 3+7.0%

+0.3%1 yearTotal return+2.5%

+6.6%3 years · per year$10,000 became $12,131 · $15,633+16.1%

+1.9%5 years · per year$10,000 became $10,979 · $11,942+3.6%

0.41%Expense ratio$41 · $20 a year on $10k · lower is better0.20%

5.90%Trailing 12-mo yield$590 · $157 a year on $10k1.57%

−3.9%Worst dropSmaller is better−16.3%

4.3%VolatilityLower is calmer18.4%

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

3–5ICVT wins

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

More Ways to See the Pairs

BYLD vs ICVT: Top 5 Holdings

Today

BYLD

[…]in top 5

ICVT

in top 50.1%

BYLDStockICVT

not top 5BKD0.1%

Held in common[…]

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

BYLD vs ICVT Returns, Every Period

iSharesBYLD

+1.9%

5 years, per year

ICVTiShares

+3.6%

5 years, per year

BYLDICVTFaded: behind in that period

0–4ICVT wins

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

BYLD vs ICVT

YTD

iSharesBYLD

−0.2%

ICVTiShares

+7.0%

−0.2%Year to date+7.0%

−3.9%Worst drop · 1Y−16.3%

4.3%Volatility · 1Y18.4%

5.9%Yield1.6%

$421MAssets$7.2B

3–1BYLD wins

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

Cost, Income and Risk

Fees: BYLD, ICVT

Today

0.20%lowest, ICVT

FundExpense ratioFee$10k

ICVT0.20%$20

BYLD0.41%$41

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

Yields: BYLD, ICVT

5.90%highest, BYLD

FundTrailing yieldYield$10k

BYLD5.90%$590

ICVT1.57%$157

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

Income After Fees on $10,000

$549most kept, BYLD

BYLD$590 − $41 = $549

ICVT$157 − $20 = $137

KeptFee

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

Overlap: BYLD, ICVT

Today

[…]holdings […]

BYLDICVT

BYLD—[…]

ICVT[…]—

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

Return vs Bumpiness: 2 ETFs

+2.5%ICVT, at 18.4% volatility

BYLDWorst drop−3.9%4.3% 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

BYLDICVT

−0.2%Year to date+7.0%

5.9%Yield1.6%

+0.3%Past year+2.5%

0.41%Fee0.20%

3–1ICVT wins

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