Compare · 2 funds side by side · dividends reinvested

ICVT and JBND

ICVTiShares×JBNDJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,942ICVT · best of the two

02 / 04

ICVT and JBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.57%+7.0%+2.5%+16.1%+3.6%−16.3%18.4%$7.2B1.4

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.61%−0.6%+0.0%+6.3%[…]−4.7%4.0%$9.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ICVT 2015 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares Convertible Bond ETF · $7.2B$11,942

ICVT

JBND

JPMorgan Active Bond ETF · $9.5B[…]

$10,000 five years ago, dividends reinvested

ICVTMeasureJBND

+7.0%Year to dateJan 1 → Nov 3−0.6%

+2.5%1 yearTotal return+0.0%

+16.1%3 years · per year$10,000 became $15,633 · $11,997+6.3%

+3.6%5 years · per year$10,000 became $11,942 · […][…]

0.20%Expense ratio$20 · $25 a year on $10k · lower is better0.25%

1.57%Trailing 12-mo yield$157 · $461 a year on $10k4.61%

−16.3%Worst dropSmaller is better−4.7%

18.4%VolatilityLower is calmer4.0%

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

4–3ICVT wins

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

More Ways to See the Pairs

ICVT vs JBND: Top 5 Holdings

Today

ICVT

0.1%in top 5

JBND

in top 5[…]

ICVTStockJBND

0.1%BKDnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

ICVT vs JBND Returns, Every Period

iSharesICVT

+2.5%

past year

JBNDJ.P. Morgan

+0.0%

past year

ICVTJBNDFaded: behind in that period

3–0ICVT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ICVT vs JBND

YTD

iSharesICVT

+7.0%

JBNDJ.P. Morgan

−0.6%

+7.0%Year to date−0.6%

−16.3%Worst drop · 1Y−4.7%

18.4%Volatility · 1Y4.0%

1.6%Yield4.6%

$7.2BAssets$9.5B

3–1JBND wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ICVT, JBND

Today

0.20%lowest, ICVT

FundExpense ratioFee$10k

ICVT0.20%$20

JBND0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ICVT, JBND

4.61%highest, JBND

FundTrailing yieldYield$10k

JBND4.61%$461

ICVT1.57%$157

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$436most kept, JBND

JBND$461 − $25 = $436

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ICVT, JBND

Today

[…]holdings […]

ICVTJBND

ICVT—[…]

JBND[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.5%ICVT, at 18.4% volatility

JBNDWorst drop−4.7%4.0% vol

ICVTWorst drop−16.3%18.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JBNDICVT

−0.6%Year to date+7.0%

4.6%Yield1.6%

+0.0%Past year+2.5%

0.25%Fee0.20%

3–1ICVT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026