Compare · 2 funds side by side · dividends reinvested

DIAL and ICVT

DIALColumbia Threadneedle×ICVTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,499ICVT · best of the two

02 / 04

DIAL and ICVT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.57%+7.0%+2.1%+16.2%+3.8%−16.3%18.4%$7.1B1.4

Columbia Diversified Fixed Income Allocation ETFBonds & Cash · Other bonds0.29%5.27%−0.2%+0.8%+7.3%+0.4%−4.7%4.6%$419M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DIAL 2017 · ICVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Diversified Fixed Income Allocation ETF · $419M$10,204

DIAL

ICVT

iShares Convertible Bond ETF · $7.1B$11,499

$10,000 five years ago, dividends reinvested

DIALMeasureICVT

−0.2%Year to dateJan 1 → Nov 5+7.0%

+0.8%1 yearTotal return+2.1%

+7.3%3 years · per year$10,000 became $12,366 · $15,677+16.2%

+0.4%5 years · per year$10,000 became $10,221 · $12,052+3.8%

0.29%Expense ratio$29 · $20 a year on $10k · lower is better0.20%

5.27%Trailing 12-mo yield$527 · $157 a year on $10k1.57%

−4.7%Worst dropSmaller is better−16.3%

4.6%VolatilityLower is calmer18.4%

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

3–5ICVT wins

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

More Ways to See the Pairs

DIAL vs ICVT: Top 5 Holdings

Today

DIAL

[…]in top 5

ICVT

in top 50.1%

DIALStockICVT

not top 5BKD0.1%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DIAL vs ICVT Returns, Every Period

Columbia ThreadneedleDIAL

+0.4%

5 years, per year

ICVTiShares

+3.8%

5 years, per year

DIALICVTFaded: behind in that period

0–4ICVT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DIAL vs ICVT

YTD

Columbia ThreadneedleDIAL

−0.2%

ICVTiShares

+7.0%

−0.2%Year to date+7.0%

−4.7%Worst drop · 1Y−16.3%

4.6%Volatility · 1Y18.4%

5.3%Yield1.6%

$419MAssets$7.1B

3–1DIAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIAL, ICVT

Today

0.20%lowest, ICVT

FundExpense ratioFee$10k

ICVT0.20%$20

DIAL0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DIAL, ICVT

5.27%highest, DIAL

FundTrailing yieldYield$10k

DIAL5.27%$527

ICVT1.57%$157

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$498most kept, DIAL

DIAL$527 − $29 = $498

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DIAL, ICVT

Today

[…]holdings […]

DIALICVT

DIAL—[…]

ICVT[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.1%ICVT, at 18.4% volatility

DIALWorst drop−4.7%4.6% vol

ICVTWorst drop−16.3%18.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIALICVT

−0.2%Year to date+7.0%

5.3%Yield1.6%

+0.8%Past year+2.1%

0.29%Fee0.20%

3–1ICVT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026