Compare · 2 funds side by side · dividends reinvested

IMTB and ICVT

IMTBiShares×ICVTiShares×

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

IMTB and ICVT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core 5-10 Year USD Bond ETFBonds & Cash · Other bonds0.07%4.66%−1.1%−0.3%+6.3%+0.4%−5.3%4.6%$282M1.5

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.57%+7.0%+2.5%+16.1%+3.6%−16.3%18.4%$7.2B1.5

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: IMTB 2016 · ICVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core 5-10 Year USD Bond ETF · $282M$10,184

IMTB

ICVT

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

$10,000 five years ago, dividends reinvested

IMTBMeasureICVT

−1.1%Year to dateJan 1 → Nov 3+7.0%

−0.3%1 yearTotal return+2.5%

+6.3%3 years · per year$10,000 became $12,018 · $15,633+16.1%

+0.4%5 years · per year$10,000 became $10,184 · $11,942+3.6%

0.07%Expense ratio$7 · $20 a year on $10k · lower is better0.20%

4.66%Trailing 12-mo yield$466 · $157 a year on $10k1.57%

−5.3%Worst dropSmaller is better−16.3%

4.6%VolatilityLower is calmer18.4%

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

4–4Level

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

More Ways to See the Pairs

IMTB vs ICVT: Top 5 Holdings

Today

IMTB

[…]in top 5

ICVT

in top 50.1%

IMTBStockICVT

not top 5BKD0.1%

Held in common[…]

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

IMTB vs ICVT Returns, Every Period

iSharesIMTB

+0.4%

5 years, per year

ICVTiShares

+3.6%

5 years, per year

IMTBICVTFaded: behind in that period

0–4ICVT wins

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

IMTB vs ICVT

YTD

iSharesIMTB

−1.1%

ICVTiShares

+7.0%

−1.1%Year to date+7.0%

−5.3%Worst drop · 1Y−16.3%

4.6%Volatility · 1Y18.4%

4.7%Yield1.6%

$282MAssets$7.2B

3–1IMTB wins

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

Cost, Income and Risk

Fees: IMTB, ICVT

Today

0.07%lowest, IMTB

FundExpense ratioFee$10k

IMTB0.07%$7

ICVT0.20%$20

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

Yields: IMTB, ICVT

4.66%highest, IMTB

FundTrailing yieldYield$10k

IMTB4.66%$466

ICVT1.57%$157

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

Income After Fees on $10,000

$459most kept, IMTB

IMTB$466 − $7 = $459

ICVT$157 − $20 = $137

KeptFee

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

Overlap: IMTB, ICVT

Today

[…]holdings […]

IMTBICVT

IMTB—[…]

ICVT[…]—

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

IMTBWorst drop−5.3%4.6% 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

IMTBICVT

−1.1%Year to date+7.0%

4.7%Yield1.6%

−0.3%Past year+2.5%

0.07%Fee0.20%

2–2level

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