Compare · 3 funds side by side · dividends reinvested

ICVT, CWB and SGOV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,098SGOV · best of the three

Story of the three · IncomeMost incomeSGOV · 3.63% · $363 a year on $10k

Story of the three · RiskSmallest drop

ICVT, CWB 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%+3.2%+3.8%+4.5%+3.9%−0.0%0.2%$117B1.5

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.60%+5.1%+2.5%+14.6%+2.9%−18.6%18.8%$6.8B2.3

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.83%+4.7%+2.5%+13.7%+2.7%−17.4%18.1%$4.8B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: ICVT 2015 · CWB 2009 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Convertible Bond ETF · $6.8B$11,546

ICVT

CWB

State Street SPDR Bloomberg Convertible Securities ETF · $4.8B$11,446

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

ICVT

More Ways to See the Pairs

ICVT vs CWB: Top 5 Holdings

Today

ICVT

0.1%in top 5

CWB

in top 59.5%

ICVTStockCWB

not top 5METAM3.2%

not top 5GOOGM2.1%

not top 5GOOGN2.1%

not top 5WFC-PL1.1%

not top 5SMCIP

Cost, Income and Risk

Fees: ICVT, CWB, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

ICVT0.20%$20

CWB0.40%$40

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: ICVT, CWB, SGOV

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.2%

+3.2%Year to date+3.2%

3.6%Yield3.7%

$117BAssets$49.3B

1–0BIL wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

CWB

+5.1%Year to dateJan 1 → Nov 13+4.7%

+2.5%1 yearTotal return+2.5%

+14.6%3 years · per year$10,000 became $15,042 · $14,717+13.7%

+2.9%5 years · per year$10,000 became $11,546 · $11,446+2.7%

0.20%Expense ratio$20 · $40 a year on $10k · lower is better0.40%

1.60%Trailing 12-mo yield$160 · $183 a year on $10k1.83%

−18.6%Worst dropSmaller is better−17.4%

18.8%VolatilityLower is calmer18.1%

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

4–3ICVT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%

0.1%BKDnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

ICVT vs CWB Returns, Every Period

5Y

iSharesICVT

+2.9%

5 years, per year

CWBSPDR

+2.7%

5 years, per year

ICVTCWBFaded: behind in that period

3–0ICVT wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

ICVT vs SGOV

YTD

iSharesICVT

+5.1%

SGOViShares

+3.2%

+5.1%Year to date+3.2%

−18.6%Worst drop · 1Y−0.0%

18.8%Volatility · 1Y0.2%

1.6%Yield3.6%

$6.8BAssets$117B

3–1SGOV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

CWB1.83%$183

ICVT1.60%$160

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$354most kept, SGOV

SGOV$363 − $9 = $354

CWB$183 − $40 = $143

ICVT$160 − $20 = $140

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ICVT, CWB, SGOV

Today

0.0%most shared, ICVT and CWB

ICVTCWBSGOV

ICVT—0.0%[…]

CWB0.0%—[…]

SGOV[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop−0.0%0.2% vol

CWBWorst drop−17.4%18.1% vol

ICVTWorst drop−18.6%18.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SGOVICVT

+3.2%Year to date+5.1%

3.6%Yield1.6%

+3.8%Past year+2.5%

0.09%Fee0.20%

3–1SGOV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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ICVT, CWB and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three