ACVT vs ICVT

AACVT

BICVT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,052ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income1.57%ICVT · $157 on $10k

Smallest drop−4.8%ACVT · worst fall in 1Y

Held in common0.0%ACVT and ICVT

ACVT

ICVT

Advent Convertible Bond ETF · $43MiShares Convertible Bond ETF · $7.2B

[…]3 years · per year[…] · $15,677+16.2%

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

0.80%Expense ratio$80 · $20 on $10k · lower wins0.20%

1.55%12-mo yield$155 · $157 on $10k1.57%

−4.8%Worst dropSmaller wins−16.3%

6.2%VolatilityLower wins18.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsACVT · ICVT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.2B
2	AACVT	Advent Convertible Bond ETFRead Desk		0.80%	1.55%	0.0%	+4.5%	+4.9%	new	new	−4.8%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.2B
2	AACVT	Advent Convertible Bond ETFRead Desk		0.80%	1.55%	0.0%	+4.5%	+4.9%	new	new	−4.8%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVT vs ICVT

ACVT

Advent Convertible Bond

[…]

ICVT

iShares Convertible Bond

$12,052

MeasureACVTICVT

Fee0.80%0.20%

Cost on $10k a year$80$20

Yield1.55%1.57%

5 years, per year[…]+3.8%

3 years, per year[…]+16.2%

Worst drop · 1Y−4.8%−16.3%

Volatility · 1Y6.2%18.4%

2–1measures won
ACVT first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ACVT, ICVT

Today

0.0%most shared, ACVT and ICVT

ACVTICVT

ACVT—0.0%

ICVT0.0%—

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

Income After Fees on $10,000

$137most kept, ICVT

ICVT$157 − $20 = $137

ACVT$155 − $80 = $75

KeptFee

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