Compare · 2 funds side by side · dividends reinvested

FCVT and RSBY

FCVTFirst Trust×RSBYReturn Stacked×

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 RSBY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Return Stacked Bonds & Futures Yield ETFBonds & Cash · Other bonds1.01%1.78%+16.2%+11.8%[…][…]−6.5%11.6%$47M1.2

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%$77M1.6

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 · RSBY 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $77M$11,591

FCVT

RSBY

Return Stacked Bonds & Futures Yield ETF · $47M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FCVTMeasureRSBY

+3.9%Year to dateJan 1 → Nov 4+16.2%

+0.4%1 yearTotal return+11.8%

+16.5%3 years · per year$10,000 became $15,818 · […][…]

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

0.95%Expense ratio$95 · $101 a year on $10k · lower is better1.01%

1.23%Trailing 12-mo yield$123 · $178 a year on $10k1.78%

−19.3%Worst dropSmaller is better−6.5%

20.8%VolatilityLower is calmer11.6%

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

1–5RSBY 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 RSBY: Top 5 Holdings

Today

FCVT

8.6%in top 5

RSBY

in top 548.3%

FCVTStockRSBY

not top 5IUSB48.3%

3.7%GOOGMnot top 5

1.5%METAMnot top 5

1.1%SMCIPnot top 5

1.1%MCHPPnot top 5

1.1%WFC-PLnot top 5

Held in common0.0%

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

FCVT vs RSBY Returns, Every Period

First TrustFCVT

+0.4%

past year

RSBYReturn Stacked

+11.8%

past year

FCVTRSBYFaded: behind in that period

0–2RSBY wins

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

FCVT vs RSBY

YTD

First TrustFCVT

+3.9%

RSBYReturn Stacked

+16.2%

+3.9%Year to date+16.2%

−19.3%Worst drop · 1Y−6.5%

20.8%Volatility · 1Y11.6%

1.2%Yield1.8%

$77.0MAssets$46.6M

4–0RSBY wins

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

Cost, Income and Risk

Fees: FCVT, RSBY

Today

0.95%lowest, FCVT

FundExpense ratioFee$10k

FCVT0.95%$95

RSBY1.01%$101

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

Yields: FCVT, RSBY

1.78%highest, RSBY

FundTrailing yieldYield$10k

RSBY1.78%$178

FCVT1.23%$123

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

Income After Fees on $10,000

$77most kept, RSBY

RSBY$178 − $101 = $77

FCVT$123 − $95 = $28

KeptFee

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

Overlap: FCVT, RSBY

Today

0.0%most shared, FCVT and RSBY

FCVTRSBY

FCVT—0.0%

RSBY0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.8%RSBY, at 11.6% volatility

RSBYWorst drop−6.5%11.6% 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

RSBYFCVT

+16.2%Year to date+3.9%

1.8%Yield1.2%

+11.8%Past year+0.4%

1.01%Fee0.95%

3–1RSBY 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026