Compare · 3 funds side by side · dividends reinvested

ICVT, BOND 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, BOND 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

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.31%−0.1%+0.5%+6.6%+0.3%−5.5%4.5%$9.1B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ICVT 2015 · BOND 2012 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Convertible Bond ETF · $7.1B$11,499

ICVT

BOND

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,157

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

ICVTMeasureBOND

+7.0%Year to dateJan 1 → Nov 5−0.1%

+2.1%1 yearTotal return+0.5%

+16.2%3 years · per year$10,000 became $15,677 · $12,120+6.6%

+3.8%5 years · per year$10,000 became $12,052 · $10,134+0.3%

0.20%Expense ratio$20 · $53 a year on $10k · lower is better0.53%

1.57%Trailing 12-mo yield$157 · $531 a year on $10k5.31%

−16.3%Worst dropSmaller is better−5.5%

18.4%VolatilityLower is calmer4.5%

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

5–3ICVT wins

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

More Ways to See the Pairs

ICVT vs BOND: Top 5 Holdings

Today

ICVT

0.1%in top 5

BOND

in top 54.2%

ICVTStockBOND

not top 5PMBS3.8%

not top 5PRFD0.2%

not top 5LONZ0.2%

0.1%BKDnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

ICVT vs BOND Returns, Every Period

iSharesICVT

+3.8%

5 years, per year

BONDPIMCO

+0.3%

5 years, per year

ICVTBONDFaded: behind in that period

4–0ICVT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ICVT vs BOND

YTD

iSharesICVT

+7.0%

BONDPIMCO

−0.1%

+7.0%Year to date−0.1%

−16.3%Worst drop · 1Y−5.5%

18.4%Volatility · 1Y4.5%

1.6%Yield5.3%

$7.1BAssets$9.1B

3–1BOND wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ICVT, BOND, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

ICVT0.20%$20

BOND0.53%$53

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ICVT, BOND, SGOV

5.31%highest, BOND

FundTrailing yieldYield$10k

BOND5.31%$531

SGOV3.63%$363

ICVT1.57%$157

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$478most kept, BOND

BOND$531 − $53 = $478

SGOV$363 − $9 = $354

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ICVT, BOND, SGOV

Today

0.0%most shared, ICVT and BOND

ICVTBONDSGOV

ICVT—0.0%[…]

BOND0.0%—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

BONDWorst drop−5.5%4.5% vol

ICVTWorst drop−16.3%18.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BONDICVT

−0.1%Year to date+7.0%

5.3%Yield1.6%

+0.5%Past year+2.1%

0.53%Fee0.20%

3–1ICVT wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026