Compare · 2 funds side by side · dividends reinvested

FCVT and MUB

FCVTFirst Trust×MUBiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,024FCVT · best of the two

Story of the two · IncomeMost incomeMUB · 3.29% · $329 a year on $10k

Story of the two · RiskSmallest drop

FCVT and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.25%+2.3%+0.2%+14.8%+2.0%−22.3%21.3%$78M1.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.29%−0.3%−0.2%+3.4%+0.6%−6.3%3.9%$54.6B1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: FCVT 2015 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust SSI Strategic Convertible Securities ETF · $78M$11,024

FCVT

MUB

iShares National Muni Bond ETF · $54.6B$10,302

$10,000 five years ago, dividends reinvested

FCVTMeasureMUB

+2.3%

More Ways to See the Pairs

FCVT vs MUB: Top 5 Holdings

Today

FCVT

10.3%in top 5

MUB

in top 5[…]

FCVTStockMUB

3.9%GOOGMnot top 5

3.2%METAMnot top 5

1.1%WFC-PLnot top 5

1.1%SMCIPnot top 5

1.0%BAC-PL

Cost, Income and Risk

Fees: FCVT, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

FCVT0.95%$95

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FCVT, MUB

1Y

3.29%highest, MUB

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

−0.3%

+0.2%1 yearTotal return−0.2%

+14.8%3 years · per year$10,000 became $15,141 · $11,057+3.4%

+2.0%5 years · per year$10,000 became $11,024 · $10,302+0.6%

0.95%Expense ratio$95 · $5 a year on $10k · lower is better0.05%

1.25%Trailing 12-mo yield$125 · $329 a year on $10k3.29%

−22.3%Worst dropSmaller is better−6.3%

21.3%VolatilityLower is calmer3.9%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

FCVT vs MUB Returns, Every Period

5Y

First TrustFCVT

+2.0%

5 years, per year

MUBiShares

+0.6%

5 years, per year

FCVTMUBFaded: behind in that period

4–0FCVT wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FCVT vs MUB

YTD

First TrustFCVT

+2.3%

MUBiShares

−0.3%

+2.3%Year to date−0.3%

−22.3%Worst drop · 1Y−6.3%

21.3%Volatility · 1Y3.9%

1.3%Yield3.3%

$77.8MAssets$54.6B

3–1MUB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

MUB3.29%$329

FCVT1.25%$125

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

Income After Fees on $10,000

1Y

$324most kept, MUB

MUB$329 − $5 = $324

FCVT$125 − $95 = $30

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FCVT, MUB

Today

[…]holdings […]

FCVTMUB

FCVT—[…]

MUB[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+0.2%FCVT, at 21.3% volatility

MUBWorst drop−6.3%3.9% vol

FCVTWorst drop−22.3%21.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

MUBFCVT

−0.3%Year to date+2.3%

3.3%Yield1.3%

−0.2%Past year+0.2%

0.05%Fee0.95%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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FCVT and MUB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two