AGZ vs ICVT

AAGZ

BICVT

Measures won4–2AGZ wins · of 6 · 5Y

$10,000 · 5Y$11,630ICVT · AGZ $10,642

Lowest cost0.15%AGZ · $15 on $10k

Most income3.68%AGZ · $368 on $10k

Smallest drop−2.1%AGZ · worst fall in 1Y

Held in common[…]AGZ and ICVT

AGZ

ICVT

iShares Agency Bond ETF · $661MiShares Convertible Bond ETF · $6.9B

+4.4%3 years · per year$11,366 · $15,247+15.1%

+1.3%5 years · per year$10,642 · $11,630+3.1%

0.15%Expense ratio$15 · $20 on $10k · lower wins0.20%

3.68%12-mo yield$368 · $161 on $10k1.61%

−2.1%Worst dropSmaller wins−18.6%

2.8%VolatilityLower wins18.7%

4–2AGZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsAGZ · ICVT

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

Held in common[…]

End-of-day Nov 6, 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%	1.61%	+1.2%	+4.4%	+0.4%	+15.1%	+3.1%	−18.6%	$6.9B
2	AAGZ	iShares Agency Bond ETFRead Desk		0.15%	3.68%	−0.2%	+0.6%	+1.5%	+4.4%	+1.3%	−2.1%	$661M

End-of-day Nov 6, 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%	1.61%	+1.2%	+4.4%	+0.4%	+15.1%	+3.1%	−18.6%	$6.9B
2	AAGZ	iShares Agency Bond ETFRead Desk		0.15%	3.68%	−0.2%	+0.6%	+1.5%	+4.4%	+1.3%	−2.1%	$661M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AGZ vs ICVT

AGZ

iShares Agency Bond

$10,642

ICVT

iShares Convertible Bond

$11,630

MeasureAGZICVT

Fee0.15%0.20%

Cost on $10k a year$15$20

Yield3.68%1.61%

5 years, per year+1.3%+3.1%

3 years, per year+4.4%+15.1%

Worst drop · 1Y−2.1%−18.6%

Volatility · 1Y2.8%18.7%

4–2measures won
AGZ first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AGZ, ICVT

Today

[…]holdings […]

AGZICVT

AGZ—[…]

ICVT[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$353most kept, AGZ

AGZ$368 − $15 = $353

ICVT$161 − $20 = $141

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee