Compare · 2 funds side by side · dividends reinvested

FCVT and IUSB

FCVTFirst Trust×IUSBiShares×

Versus in desk

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

02 / 04

FCVT and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.3

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%$78M1.8

Rank among the two1st → 2ndFee, 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

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 IUSB

YTD

First TrustFCVT

+0.0%

IUSBiShares

+0.1%

+0.0%Year to date+0.1%

−22.3%Worst drop · 1Y−4.3%

21.1%Volatility · 1Y3.9%

1.3%Yield4.3%

$77.6MAssets$50.4B

4–0IUSB wins

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

Cost, Income and Risk

Fees: FCVT, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

FCVT0.95%$95

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

Yields: FCVT, IUSB

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

FCVT1.28%$128

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

FCVT$128 − $95 = $33

KeptFee

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

Overlap: FCVT, IUSB

Today

[…]holdings […]

FCVTIUSB

FCVT—[…]

IUSB[…]—

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

Return vs Bumpiness: 2 ETFs

+0.8%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% 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

IUSBFCVT

+0.1%Year to date+0.0%

4.3%Yield1.3%

+0.8%Past year−2.3%

0.06%Fee0.95%

4–0IUSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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