Compare · 3 funds side by side · dividends reinvested

FCVT, JBND and SGOV

FCVTFirst Trust×JBNDJ.P. Morgan×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

FCVT, JBND and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.4

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.59%−0.0%+1.0%+6.3%[…]−4.7%3.9%$9.6B2.0

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%$75M2.5

Rank among the three1st → 3rdFee, 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 · JBND 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $75M$10,995

FCVT

JBND

JPMorgan Active Bond ETF · $9.6B[…]

$10,000 five years ago, dividends reinvested

FCVTMeasureJBND

+0.0%Year to dateJan 1 → Nov 6−0.0%

−2.3%1 yearTotal return+1.0%

+14.8%3 years · per year$10,000 became $15,110 · $12,008+6.3%

+1.9%5 years · per year$10,000 became $10,995 · […][…]

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

1.28%Trailing 12-mo yield$128 · $459 a year on $10k4.59%

−22.3%Worst dropSmaller is better−4.7%

21.1%VolatilityLower is calmer3.9%

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

2–5JBND 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 JBND: Top 5 Holdings

Today

FCVT

8.8%in top 5

JBND

in top 5[…]

FCVTStockJBND

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 JBND Returns, Every Period

First TrustFCVT

−2.3%

past year

JBNDJ.P. Morgan

+1.0%

past year

FCVTJBNDFaded: behind in that period

2–1FCVT wins

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

FCVT vs JBND

YTD

First TrustFCVT

+0.0%

JBNDJ.P. Morgan

−0.0%

+0.0%Year to date−0.0%

−22.3%Worst drop · 1Y−4.7%

21.1%Volatility · 1Y3.9%

1.3%Yield4.6%

$74.9MAssets$9.6B

3–1JBND wins

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

Cost, Income and Risk

Fees: FCVT, JBND, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JBND0.25%$25

FCVT0.95%$95

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

Yields: FCVT, JBND, SGOV

4.59%highest, JBND

FundTrailing yieldYield$10k

JBND4.59%$459

SGOV3.63%$363

FCVT1.28%$128

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

Income After Fees on $10,000

$434most kept, JBND

JBND$459 − $25 = $434

SGOV$363 − $9 = $354

FCVT$128 − $95 = $33

KeptFee

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

Overlap: FCVT, JBND, SGOV

Today

[…]holdings […]

FCVTJBNDSGOV

FCVT—[…][…]

JBND[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

JBNDWorst drop−4.7%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

JBNDSGOV

−0.0%Year to date+3.2%

4.6%Yield3.6%

+1.0%Past year+3.8%

0.25%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026