ACVT vs IVV

AACVT

BIVV

Measures won3–1ACVT wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income3.26%MUB · $326 on $10k

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

Held in common0.0%ACVT and IVV

ACVT

IVV

Advent Convertible Bond ETF · $43MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

1.56%12-mo yield$156 · $111 on $10k1.11%

−4.8%Worst dropSmaller wins−8.9%

6.4%VolatilityLower wins13.8%

3–1ACVT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACVT · IVV

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
4	AACVT	Advent Convertible Bond ETFRead Desk	0.80%	1.56%	+0.8%	+4.4%	+5.3%	new	new	−4.8%	$43M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
4	AACVT	Advent Convertible Bond ETFRead Desk	0.80%	1.56%	+0.8%	+4.4%	+5.3%	new	new	−4.8%	$43M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVT vs IVV

ACVT

Advent Convertible Bond

[…]

IVV

iShares Core S&P 500

$17,545

MeasureACVTIVV

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield1.56%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y6.4%13.8%

3–1measures won
ACVT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

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%

$120BAssets$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

Overlap: ACVT, IVV, MUB, VOO

Today

92.7%most shared, IVV and VOO

ACVTIVVMUBVOO

ACVT—0.0%[…]0.0%

IVV0.0%—[…]92.7%

MUB[…][…]—[…]

VOO0.0%92.7%[…]—

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

Income After Fees on $10,000

$321most kept, MUB

MUB$326 − $5 = $321

IVV$111 − $3 = $108

VOO$107 − $3 = $104

ACVT$156 − $80 = $76

KeptFee

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