Compare · 3 funds side by side · dividends reinvested

FCVT, JBND and BNDX

FCVTFirst Trust×JBNDJ.P. Morgan×BNDXVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,474FCVT · best of the three

02 / 04

FCVT, JBND and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.67%+0.2%−0.5%+4.4%+0.3%−3.2%3.7%$82.9B1.8

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.23%+4.1%+1.2%+16.7%+2.8%−19.3%20.8%$77M2.0

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.61%−0.6%+0.0%+6.3%[…]−4.7%4.0%$9.5B2.1

Rank among the three1st → 3rdFee, 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: FCVT 2015 · JBND 2023 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $77M$11,474

FCVT

JBND

JPMorgan Active Bond ETF · $9.5B[…]

$10,000 five years ago, dividends reinvested

FCVTMeasureJBND

+4.1%Year to dateJan 1 → Nov 3−0.6%

+1.2%1 yearTotal return+0.0%

+16.7%3 years · per year$10,000 became $15,895 · $11,997+6.3%

+2.8%5 years · per year$10,000 became $11,474 · […][…]

0.95%Expense ratio$95 · $25 a year on $10k · lower is better0.25%

1.23%Trailing 12-mo yield$123 · $461 a year on $10k4.61%

−19.3%Worst dropSmaller is better−4.7%

20.8%VolatilityLower is calmer4.0%

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

3–4JBND wins

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

More Ways to See the Pairs

FCVT vs JBND: Top 5 Holdings

Today

FCVT

8.1%in top 5

JBND

in top 5[…]

FCVTStockJBND

3.7%GOOGMnot top 5

1.2%SMCIPnot top 5

1.1%WFC-PLnot top 5

1.1%MCHPPnot top 5

1.0%BAC-PLnot top 5

Held in common[…]

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

FCVT vs JBND Returns, Every Period

First TrustFCVT

+1.2%

past year

JBNDJ.P. Morgan

+0.0%

past year

FCVTJBNDFaded: behind in that period

3–0FCVT wins

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

FCVT vs BNDX

YTD

First TrustFCVT

+4.1%

BNDXVanguard

+0.2%

+4.1%Year to date+0.2%

−19.3%Worst drop · 1Y−3.2%

20.8%Volatility · 1Y3.7%

1.2%Yield4.7%

$77.0MAssets$82.9B

3–1BNDX wins

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

Cost, Income and Risk

Fees: FCVT, JBND, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

JBND0.25%$25

FCVT0.95%$95

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

Yields: FCVT, JBND, BNDX

4.67%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.67%$467

JBND4.61%$461

FCVT1.23%$123

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

Income After Fees on $10,000

$460most kept, BNDX

BNDX$467 − $7 = $460

JBND$461 − $25 = $436

FCVT$123 − $95 = $28

KeptFee

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

Overlap: FCVT, JBND, BNDX

Today

[…]holdings […]

FCVTJBNDBNDX

FCVT—[…][…]

JBND[…]—[…]

BNDX[…][…]—

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

Return vs Bumpiness: 3 ETFs

+1.2%FCVT, at 20.8% volatility

BNDXWorst drop−3.2%3.7% vol

JBNDWorst drop−4.7%4.0% vol

FCVTWorst drop−19.3%20.8% vol

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

Paid More vs Made More

YTD

BNDXFCVT

+0.2%Year to date+4.1%

4.7%Yield1.2%

−0.5%Past year+1.2%

0.07%Fee0.95%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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