Compare · 2 funds side by side · dividends reinvested

LGOV and ICVT

LGOVFirst Trust×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

LGOV and ICVT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

First Trust Long Duration Opportunities ETFBonds & Cash · Other bonds0.49%4.57%−3.4%−3.3%+5.4%−2.5%−10.6%7.7%$615M1.6

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: LGOV 2019 · ICVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Long Duration Opportunities ETF · $615M$8,816

LGOV

ICVT

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

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

LGOVMeasureICVT

−3.4%Year to dateJan 1 → Nov 3+7.0%

−3.3%1 yearTotal return+2.5%

+5.4%3 years · per year$10,000 became $11,718 · $15,633+16.1%

−2.5%5 years · per year$10,000 became $8,816 · $11,942+3.6%

0.49%Expense ratio$49 · $20 a year on $10k · lower is better0.20%

4.57%Trailing 12-mo yield$457 · $157 a year on $10k1.57%

−10.6%Worst dropSmaller is better−16.3%

7.7%VolatilityLower is calmer18.4%

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

3–5ICVT wins

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

More Ways to See the Pairs

LGOV vs ICVT: Top 5 Holdings

Today

LGOV

0.3%in top 5

ICVT

in top 50.1%

LGOVStockICVT

0.3%MGOVnot top 5

not top 5BKD0.1%

Held in common0.0%

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

LGOV vs ICVT Returns, Every Period

First TrustLGOV

−2.5%

5 years, per year

ICVTiShares

+3.6%

5 years, per year

LGOVICVTFaded: behind in that period

0–4ICVT wins

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

LGOV vs ICVT

YTD

First TrustLGOV

−3.4%

ICVTiShares

+7.0%

−3.4%Year to date+7.0%

−10.6%Worst drop · 1Y−16.3%

7.7%Volatility · 1Y18.4%

4.6%Yield1.6%

$615MAssets$7.2B

3–1LGOV wins

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

Cost, Income and Risk

Fees: LGOV, ICVT

Today

0.20%lowest, ICVT

FundExpense ratioFee$10k

ICVT0.20%$20

LGOV0.49%$49

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

Yields: LGOV, ICVT

4.57%highest, LGOV

FundTrailing yieldYield$10k

LGOV4.57%$457

ICVT1.57%$157

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

Income After Fees on $10,000

$408most kept, LGOV

LGOV$457 − $49 = $408

ICVT$157 − $20 = $137

KeptFee

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

Overlap: LGOV, ICVT

Today

0.0%most shared, LGOV and ICVT

LGOVICVT

LGOV—0.0%

ICVT0.0%—

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

LGOVWorst drop−10.6%7.7% 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

LGOVICVT

−3.4%Year to date+7.0%

4.6%Yield1.6%

−3.3%Past year+2.5%

0.49%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