Compare · 3 funds side by side · dividends reinvested

ICVT, FCVT and VCIT

ICVTiShares×FCVTFirst Trust×VCITVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,630ICVT · best of the three

02 / 04

ICVT, FCVT and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.61%+4.4%+0.4%+15.1%+3.1%−18.6%18.7%$6.9B1.5

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B1.9

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.28%+0.0%−2.3%+14.8%+1.9%−22.3%21.1%$78M2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: ICVT 2015 · FCVT 2015 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $78M$10,995

FCVT

ICVT

iShares Convertible Bond ETF · $6.9B$11,630

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

FCVTMeasureICVT

+0.0%Year to dateJan 1 → Nov 6+4.4%

−2.3%1 yearTotal return+0.4%

+14.8%3 years · per year$10,000 became $15,110 · $15,247+15.1%

+1.9%5 years · per year$10,000 became $10,995 · $11,630+3.1%

0.95%Expense ratio$95 · $20 a year on $10k · lower is better0.20%

1.28%Trailing 12-mo yield$128 · $161 a year on $10k1.61%

−22.3%Worst dropSmaller is better−18.6%

21.1%VolatilityLower is calmer18.7%

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

0–8ICVT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCVT vs ICVT: Top 5 Holdings

Today

FCVT

8.8%in top 5

ICVT

in top 50.1%

FCVTStockICVT

4.0%GOOGMnot top 5

1.6%METAMnot top 5

1.2%WFC-PLnot top 5

1.1%BAC-PLnot top 5

1.1%SMCIPnot top 5

not top 5BKD0.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FCVT vs ICVT Returns, Every Period

First TrustFCVT

+1.9%

5 years, per year

ICVTiShares

+3.1%

5 years, per year

FCVTICVTFaded: behind in that period

0–4ICVT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FCVT vs VCIT

YTD

First TrustFCVT

+0.0%

VCITVanguard

−0.8%

+0.0%Year to date−0.8%

−22.3%Worst drop · 1Y−4.9%

21.1%Volatility · 1Y4.5%

1.3%Yield5.0%

$77.6MAssets$66.6B

3–1VCIT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ICVT, FCVT, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

ICVT0.20%$20

FCVT0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ICVT, FCVT, VCIT

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

ICVT1.61%$161

FCVT1.28%$128

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

ICVT$161 − $20 = $141

FCVT$128 − $95 = $33

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ICVT, FCVT, VCIT

Today

0.0%most shared, ICVT and FCVT

ICVTFCVTVCIT

ICVT—0.0%[…]

FCVT0.0%—[…]

VCIT[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.4%ICVT, at 18.7% volatility

VCITWorst drop−4.9%4.5% vol

ICVTWorst drop−18.6%18.7% vol

FCVTWorst drop−22.3%21.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VCITICVT

−0.8%Year to date+4.4%

5.0%Yield1.6%

+0.4%Past year+0.4%

0.03%Fee0.20%

2–1VCIT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026