Compare · 3 funds side by side · dividends reinvested

ICVT, FCVT and AGG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,670ICVT · best of the three

Story of the three · IncomeMost incomeAGG · 4.15% · $415 a year on $10k

Story of the three · RiskSmallest drop

ICVT, FCVT and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.60%+5.4%+2.4%+14.6%+3.1%−18.6%18.7%$7.0B1.6

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.6%4.1%$139B2.0

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.25%+2.3%+0.9%+14.7%+2.2%−22.3%21.2%$75M2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: ICVT 2015 · FCVT 2015 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Convertible Bond ETF · $7.0B$11,670

ICVT

FCVT

First Trust SSI Strategic Convertible Securities ETF · $75M$11,136

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

ICVT

More Ways to See the Pairs

ICVT vs FCVT: Top 5 Holdings

Today

ICVT

0.1%in top 5

FCVT

in top 58.7%

ICVTStockFCVT

not top 5GOOGM3.8%

not top 5METAM1.6%

not top 5WFC-PL1.1%

not top 5SMCIP1.1%

not top 5BAC-PL

Cost, Income and Risk

Fees: ICVT, FCVT, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

ICVT0.20%$20

FCVT0.95%$95

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

Yields: ICVT, FCVT, AGG

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.1%Yield4.2%

$161BAssets$139B

1–0AGG wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

FCVT

+5.4%Year to dateJan 1 → Nov 10+2.3%

+2.4%1 yearTotal return+0.9%

+14.6%3 years · per year$10,000 became $15,037 · $15,083+14.7%

+3.1%5 years · per year$10,000 became $11,670 · $11,136+2.2%

0.20%Expense ratio$20 · $95 a year on $10k · lower is better0.95%

1.60%Trailing 12-mo yield$160 · $125 a year on $10k1.25%

−18.6%Worst dropSmaller is better−22.3%

18.7%VolatilityLower is calmer21.2%

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

7–1ICVT wins

End-of-day Nov 10, 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 10, 2026 · share of each fund

ICVT vs FCVT Returns, Every Period

5Y

iSharesICVT

+3.1%

5 years, per year

FCVTFirst Trust

+2.2%

5 years, per year

ICVTFCVTFaded: behind in that period

3–1ICVT wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

ICVT vs AGG

YTD

iSharesICVT

+5.4%

AGGiShares

−0.7%

+5.4%Year to date−0.7%

−18.6%Worst drop · 1Y−4.6%

18.7%Volatility · 1Y4.1%

1.6%Yield4.2%

$7.0BAssets$139B

3–1AGG wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

4.15%highest, AGG

FundTrailing yieldYield$10k

AGG4.15%$415

ICVT1.60%$160

FCVT1.25%$125

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$412most kept, AGG

AGG$415 − $3 = $412

ICVT$160 − $20 = $140

FCVT$125 − $95 = $30

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ICVT, FCVT, AGG

Today

0.0%most shared, ICVT and FCVT

ICVTFCVTAGG

ICVT—0.0%[…]

FCVT0.0%—[…]

AGG[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+2.4%ICVT, at 18.7% volatility

AGGWorst drop−4.6%4.1% vol

ICVTWorst drop−18.6%18.7% vol

FCVTWorst drop−22.3%21.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

AGGICVT

−0.7%Year to date+5.4%

4.2%Yield1.6%

−0.4%Past year+2.4%

0.03%Fee0.20%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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ICVT, FCVT and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three