Compare · 3 funds side by side · dividends reinvested

ICVT, LGOV and SGOV

ICVTiShares×LGOVFirst Trust×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

ICVT, LGOV 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%$116B1.6

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.58%+6.4%+3.8%+15.4%+3.2%−18.6%18.7%$7.0B2.0

First Trust Long Duration Opportunities ETFBonds & Cash · Other bonds0.49%4.51%−2.1%−2.1%+5.1%−2.4%−10.6%7.7%$618M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: ICVT 2015 · LGOV 2019 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Convertible Bond ETF · $7.0B$11,726

ICVT

LGOV

First Trust Long Duration Opportunities ETF · $618M$8,872

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

ICVTMeasureLGOV

+6.4%Year to dateJan 1 → Nov 9−2.1%

+3.8%1 yearTotal return−2.1%

+15.4%3 years · per year$10,000 became $15,356 · $11,624+5.1%

+3.2%5 years · per year$10,000 became $11,726 · $8,872−2.4%

0.20%Expense ratio$20 · $49 a year on $10k · lower is better0.49%

1.58%Trailing 12-mo yield$158 · $451 a year on $10k4.51%

−18.6%Worst dropSmaller is better−10.6%

18.7%VolatilityLower is calmer7.7%

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

5–3ICVT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ICVT vs LGOV: Top 5 Holdings

Today

ICVT

0.1%in top 5

LGOV

in top 50.3%

ICVTStockLGOV

not top 5MGOV0.3%

0.1%BKDnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

ICVT vs LGOV Returns, Every Period

iSharesICVT

+3.2%

5 years, per year

LGOVFirst Trust

−2.4%

5 years, per year

ICVTLGOVFaded: behind in that period

4–0ICVT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ICVT vs LGOV

YTD

iSharesICVT

+6.4%

LGOVFirst Trust

−2.1%

+6.4%Year to date−2.1%

−18.6%Worst drop · 1Y−10.6%

18.7%Volatility · 1Y7.7%

1.6%Yield4.5%

$7.0BAssets$618M

3–1LGOV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ICVT, LGOV, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

ICVT0.20%$20

LGOV0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ICVT, LGOV, SGOV

4.51%highest, LGOV

FundTrailing yieldYield$10k

LGOV4.51%$451

SGOV3.63%$363

ICVT1.58%$158

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$402most kept, LGOV

LGOV$451 − $49 = $402

SGOV$363 − $9 = $354

ICVT$158 − $20 = $138

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ICVT, LGOV, SGOV

Today

0.0%most shared, ICVT and LGOV

ICVTLGOVSGOV

ICVT—0.0%[…]

LGOV0.0%—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%ICVT, at 18.7% volatility

SGOVWorst drop0.0%0.2% vol

LGOVWorst drop−10.6%7.7% vol

ICVTWorst drop−18.6%18.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LGOVICVT

−2.1%Year to date+6.4%

4.5%Yield1.6%

−2.1%Past year+3.8%

0.49%Fee0.20%

3–1ICVT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026