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$12,052ICVT · 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%+2.1%+16.2%+3.8%−16.3%18.4%$7.2B1.4

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.60%−0.2%+0.7%+6.5%[…]−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 4, 2026 · returns include dividends · since: ICVT 2015 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Bond ETF · $9.5B[…]

JBND

ICVT

iShares Convertible Bond ETF · $7.2B$12,052

$10,000 five years ago, dividends reinvested

JBNDMeasureICVT

−0.2%Year to dateJan 1 → Nov 4+7.0%

+0.7%1 yearTotal return+2.1%

+6.5%3 years · per year$10,000 became $12,065 · $15,677+16.2%

[…]5 years · per year$10,000 became […] · $12,052+3.8%

0.25%Expense ratio$25 · $20 a year on $10k · lower is better0.20%

4.60%Trailing 12-mo yield$460 · $157 a year on $10k1.57%

−4.7%Worst dropSmaller is better−16.3%

4.0%VolatilityLower is calmer18.4%

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

3–4ICVT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JBND vs ICVT: Top 5 Holdings

Today

JBND

[…]in top 5

ICVT

in top 50.1%

JBNDStockICVT

not top 5BKD0.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

JBND vs ICVT Returns, Every Period

J.P. MorganJBND

+0.7%

past year

ICVTiShares

+2.1%

past year

JBNDICVTFaded: behind in that period

0–3ICVT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JBND vs ICVT

YTD

J.P. MorganJBND

−0.2%

ICVTiShares

+7.0%

−0.2%Year to date+7.0%

−4.7%Worst drop · 1Y−16.3%

4.0%Volatility · 1Y18.4%

4.6%Yield1.6%

$9.5BAssets$7.2B

3–1JBND wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: ICVT, JBND

4.60%highest, JBND

FundTrailing yieldYield$10k

JBND4.60%$460

ICVT1.57%$157

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$435most kept, JBND

JBND$460 − $25 = $435

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ICVT, JBND

Today

[…]holdings […]

ICVTJBND

ICVT—[…]

JBND[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.1%ICVT, at 18.4% volatility

JBNDWorst drop−4.7%4.0% vol

ICVTWorst drop−16.3%18.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JBNDICVT

−0.2%Year to date+7.0%

4.6%Yield1.6%

+0.7%Past year+2.1%

0.25%Fee0.20%

3–1ICVT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026