Compare · 2 funds side by side · dividends reinvested

JBND and ICVT

JBNDJ.P. Morgan×ICVTiShares×

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

JBND and ICVT, 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%$7.1B1.4

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: JBND 2023 · ICVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Convertible Bond ETF · $7.1B$12,052

ICVT

JBND

JPMorgan Active Bond ETF · $9.5B[…]

$10,000 five years ago, dividends reinvested

ICVTMeasureJBND

+7.0%Year to dateJan 1 → Nov 4−0.2%

+2.1%1 yearTotal return+0.7%

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

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

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

1.57%Trailing 12-mo yield$157 · $460 a year on $10k4.60%

−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 4, 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 4, 2026 · share of each fund

ICVT vs JBND Returns, Every Period

iSharesICVT

+2.1%

past year

JBNDJ.P. Morgan

+0.7%

past year

ICVTJBNDFaded: behind in that period

3–0ICVT wins

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

ICVT vs JBND

YTD

iSharesICVT

+7.0%

JBNDJ.P. Morgan

−0.2%

+7.0%Year to date−0.2%

−16.3%Worst drop · 1Y−4.7%

18.4%Volatility · 1Y4.0%

1.6%Yield4.6%

$7.1BAssets$9.5B

3–1JBND wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JBND, ICVT

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: JBND, ICVT

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: JBND, ICVT

Today

[…]holdings […]

JBNDICVT

JBND—[…]

ICVT[…]—

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026