Compare · 3 funds side by side · dividends reinvested

ICVT, ACVT and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

ICVT, ACVT 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%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.57%+7.0%+2.1%+16.2%+3.8%−16.3%18.4%$7.1B2.1

Advent Convertible Bond ETFBonds & Cash · Other bonds0.80%1.55%+4.5%+4.9%[…][…]−4.8%6.2%$43M2.2

Rank among the three1st → 3rdFee, 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: ICVT 2015 · ACVT 2025 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Convertible Bond ETF · $7.1B$12,052

ICVT

ACVT

Advent Convertible Bond ETF · $43M[…]

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

ICVTMeasureACVT

+7.0%Year to dateJan 1 → Nov 4+4.5%

+2.1%1 yearTotal return+4.9%

+16.2%3 years · per year$10,000 became $15,677 · […][…]

+3.8%5 years · per year$10,000 became $12,052 · […][…]

0.20%Expense ratio$20 · $80 a year on $10k · lower is better0.80%

1.57%Trailing 12-mo yield$157 · $155 a year on $10k1.55%

−16.3%Worst dropSmaller is better−4.8%

18.4%VolatilityLower is calmer6.2%

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

3–3Level

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

More Ways to See the Pairs

ICVT vs ACVT: Top 5 Holdings

Today

ICVT

0.1%in top 5

ACVT

in top 57.1%

ICVTStockACVT

not top 5WFC-PL3.1%

not top 5GOOGN2.3%

not top 5METAM1.8%

0.1%BKDnot top 5

Held in common0.0%

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

ICVT vs ACVT Returns, Every Period

iSharesICVT

+2.1%

past year

ACVTAdvent

+4.9%

past year

ICVTACVTFaded: behind in that period

1–1Level

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

ICVT vs SGOV

YTD

iSharesICVT

+7.0%

SGOViShares

+3.1%

+7.0%Year to date+3.1%

−16.3%Worst drop · 1Y+0.0%

18.4%Volatility · 1Y0.2%

1.6%Yield3.6%

$7.1BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: ICVT, ACVT, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

ICVT0.20%$20

ACVT0.80%$80

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

Yields: ICVT, ACVT, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

ICVT1.57%$157

ACVT1.55%$155

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

ICVT$157 − $20 = $137

ACVT$155 − $80 = $75

KeptFee

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

Overlap: ICVT, ACVT, SGOV

Today

0.0%most shared, ICVT and ACVT

ICVTACVTSGOV

ICVT—0.0%[…]

ACVT0.0%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+4.9%ACVT, at 6.2% volatility

SGOVWorst drop0.0%0.2% vol

ACVTWorst drop−4.8%6.2% vol

ICVTWorst drop−16.3%18.4% vol

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

Paid More vs Made More

YTD

SGOVICVT

+3.1%Year to date+7.0%

3.6%Yield1.6%

+3.7%Past year+2.1%

0.09%Fee0.20%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

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