Compare · 4 funds side by side · dividends reinvested

FCVT, IUSB, MUB and VCIT

FCVTFirst Trust×IUSBiShares×MUBiShares×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,995FCVT · best of the four

02 / 04

FCVT, IUSB, MUB and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B2.3

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.4

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%$78M3.1

Rank among the four1st → 4thFee, 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 · IUSB 2014 · MUB 2007 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $78M$10,995

FCVT

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

FCVTMeasureIUSB

+0.0%Year to dateJan 1 → Nov 6+0.1%

−2.3%1 yearTotal return+0.8%

+14.8%3 years · per year$10,000 became $15,110 · $11,774+5.6%

+1.9%5 years · per year$10,000 became $10,995 · $10,138+0.3%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

1.28%Trailing 12-mo yield$128 · $434 a year on $10k4.34%

−22.3%Worst dropSmaller is better−4.3%

21.1%VolatilityLower is calmer3.9%

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

2–6IUSB wins

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

More Ways to See the Pairs

FCVT vs IUSB: Top 5 Holdings

Today

FCVT

8.8%in top 5

IUSB

in top 5[…]

FCVTStockIUSB

4.0%GOOGMnot top 5

1.6%METAMnot top 5

1.2%WFC-PLnot top 5

1.1%BAC-PLnot top 5

1.1%SMCIPnot top 5

Held in common[…]

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

FCVT vs IUSB Returns, Every Period

First TrustFCVT

+1.9%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

FCVTIUSBFaded: behind in that period

2–2Level

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

FCVT vs VCIT

YTD

First TrustFCVT

+0.0%

VCITVanguard

−0.8%

+0.0%Year to date−0.8%

−22.3%Worst drop · 1Y−4.9%

21.1%Volatility · 1Y4.5%

1.3%Yield5.0%

$77.6MAssets$66.6B

3–1VCIT wins

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

Cost, Income and Risk

Fees: FCVT, IUSB, MUB, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

MUB0.05%$5

IUSB0.06%$6

FCVT0.95%$95

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

Yields: FCVT, IUSB, MUB, VCIT

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

IUSB4.34%$434

MUB3.27%$327

FCVT1.28%$128

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

IUSB$434 − $6 = $428

MUB$327 − $5 = $322

FCVT$128 − $95 = $33

KeptFee

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

Overlap: FCVT, IUSB, MUB, VCIT

Today

[…]holdings […]

FCVTIUSBMUBVCIT

FCVT—[…][…][…]

IUSB[…]—[…][…]

MUB[…][…]—[…]

VCIT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+0.9%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

VCITWorst drop−4.9%4.5% 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

VCITMUB

−0.8%Year to date+0.5%

5.0%Yield3.3%

+0.4%Past year+0.9%

0.03%Fee0.05%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026