Compare · 2 funds side by side · dividends reinvested

FCVT and JBND

FCVTFirst Trust×JBNDJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,591FCVT · best of the two

02 / 04

FCVT and JBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.60%−0.2%+0.7%+6.5%[…]−4.7%4.0%$9.5B1.3

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.23%+3.9%+0.4%+16.5%+3.0%−19.3%20.8%$78M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FCVT 2015 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Bond ETF · $9.5B[…]

JBND

FCVT

First Trust SSI Strategic Convertible Securities ETF · $78M$11,591

$10,000 five years ago, dividends reinvested

JBNDMeasureFCVT

−0.2%Year to dateJan 1 → Nov 4+3.9%

+0.7%1 yearTotal return+0.4%

+6.5%3 years · per year$10,000 became $12,065 · $15,818+16.5%

[…]5 years · per year$10,000 became […] · $11,591+3.0%

0.25%Expense ratio$25 · $95 a year on $10k · lower is better0.95%

4.60%Trailing 12-mo yield$460 · $123 a year on $10k1.23%

−4.7%Worst dropSmaller is better−19.3%

4.0%VolatilityLower is calmer20.8%

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

5–2JBND wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JBND vs FCVT: Top 5 Holdings

Today

JBND

[…]in top 5

FCVT

in top 58.6%

JBNDStockFCVT

not top 5GOOGM3.7%

not top 5METAM1.5%

not top 5SMCIP1.1%

not top 5MCHPP1.1%

not top 5WFC-PL1.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

JBND vs FCVT Returns, Every Period

J.P. MorganJBND

+0.7%

past year

FCVTFirst Trust

+0.4%

past year

JBNDFCVTFaded: behind in that period

1–2FCVT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JBND vs FCVT

YTD

J.P. MorganJBND

−0.2%

FCVTFirst Trust

+3.9%

−0.2%Year to date+3.9%

−4.7%Worst drop · 1Y−19.3%

4.0%Volatility · 1Y20.8%

4.6%Yield1.2%

$9.5BAssets$78.0M

3–1JBND wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, JBND

Today

0.25%lowest, JBND

FundExpense ratioFee$10k

JBND0.25%$25

FCVT0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FCVT, JBND

4.60%highest, JBND

FundTrailing yieldYield$10k

JBND4.60%$460

FCVT1.23%$123

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$435most kept, JBND

JBND$460 − $25 = $435

FCVT$123 − $95 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FCVT, JBND

Today

[…]holdings […]

FCVTJBND

FCVT—[…]

JBND[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.7%JBND, at 4.0% volatility

JBNDWorst drop−4.7%4.0% vol

FCVTWorst drop−19.3%20.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JBNDFCVT

−0.2%Year to date+3.9%

4.6%Yield1.2%

+0.7%Past year+0.4%

0.25%Fee0.95%

3–1JBND wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026