Compare · 4 funds side by side · dividends reinvested

FCVT, PYLD, VOO and BND

FCVTFirst Trust×PYLDPIMCO×VOOVanguard×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,115VOO · best of the four

02 / 04

FCVT, PYLD, VOO and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

PIMCO Multisector Bond Active Exchange-Traded FundBonds & Cash · Other bonds0.66%6.50%+1.0%+2.2%+8.8%[…]−3.2%3.7%$16.7B2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B2.8

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%$78M3.0

Rank among the four1st → 4thFee, 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 · PYLD 2023 · VOO 2010 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

FCVT

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FCVTMeasureVOO

+3.9%Year to dateJan 1 → Nov 4+13.4%

+0.4%1 yearTotal return+13.5%

+16.5%3 years · per year$10,000 became $15,818 · $19,172+24.2%

+3.0%5 years · per year$10,000 became $11,591 · $18,115+12.6%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

1.23%Trailing 12-mo yield$123 · $105 a year on $10k1.05%

−19.3%Worst dropSmaller is better−8.9%

20.8%VolatilityLower is calmer12.8%

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

1–7VOO wins

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

More Ways to See the Pairs

FCVT vs VOO: Top 5 Holdings

Today

FCVT

8.6%in top 5

VOO

in top 528.3%

FCVTStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.7%GOOGMnot top 5

not top 5GOOGL3.1%

1.5%METAMnot top 5

1.1%SMCIPnot top 5

1.1%MCHPPnot top 5

1.1%WFC-PLnot top 5

Held in common0.1%

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

FCVT vs VOO Returns, Every Period

First TrustFCVT

+3.0%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

FCVTVOOFaded: behind in that period

0–4VOO wins

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

FCVT vs PYLD

YTD

First TrustFCVT

+3.9%

PYLDPIMCO

+1.0%

+3.9%Year to date+1.0%

−19.3%Worst drop · 1Y−3.2%

20.8%Volatility · 1Y3.7%

1.2%Yield6.5%

$78.0MAssets$16.7B

3–1PYLD wins

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

Cost, Income and Risk

Fees: FCVT, PYLD, VOO, BND

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BND0.03%$3

PYLD0.66%$66

FCVT0.95%$95

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

Yields: FCVT, PYLD, VOO, BND

6.50%highest, PYLD

FundTrailing yieldYield$10k

PYLD6.50%$650

BND4.13%$413

FCVT1.23%$123

VOO1.05%$105

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

Income After Fees on $10,000

$584most kept, PYLD

PYLD$650 − $66 = $584

BND$413 − $3 = $410

VOO$105 − $3 = $102

FCVT$123 − $95 = $28

KeptFee

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

Overlap: FCVT, PYLD, VOO, BND

Today

0.1%most shared, FCVT and VOO

FCVTPYLDVOOBND

FCVT—0.0%0.1%[…]

PYLD0.0%—0.0%[…]

VOO0.1%0.0%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.5%VOO, at 12.8% volatility

PYLDWorst drop−3.2%3.7% vol

BNDWorst drop−4.5%4.0% vol

VOOWorst drop−8.9%12.8% 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

PYLDVOO

+1.0%Year to date+13.4%

6.5%Yield1.1%

+2.2%Past year+13.5%

0.66%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026