BGRN vs ICVT

ABGRN

BICVT

Measures won3–2BGRN wins · of 6 · 5Y

$10,000 · 5Y$11,630ICVT · BGRN $10,223

Lowest cost0.20%BGRN · $20 on $10k

Most income4.45%BGRN · $445 on $10k

Smallest drop−3.3%BGRN · worst fall in 1Y

Held in common[…]BGRN and ICVT

BGRN

ICVT

iShares USD Green Bond ETF · $495MiShares Convertible Bond ETF · $6.9B

+5.6%3 years · per year$11,764 · $15,247+15.1%

+0.4%5 years · per year$10,223 · $11,630+3.1%

0.20%Expense ratio$20 · $20 on $10k · lower wins0.20%

4.45%12-mo yield$445 · $161 on $10k1.61%

−3.3%Worst dropSmaller wins−18.6%

3.2%VolatilityLower wins18.7%

3–2BGRN wins

$10,000 · 5 yearsOne scale

Shared top holdingsBGRN · 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	ABGRN	iShares USD Green Bond ETFRead Desk		0.20%	4.45%	0.0%	+0.1%	+0.9%	+5.6%	+0.4%	−3.3%	$495M

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	ABGRN	iShares USD Green Bond ETFRead Desk		0.20%	4.45%	0.0%	+0.1%	+0.9%	+5.6%	+0.4%	−3.3%	$495M

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

BGRN vs ICVT

BGRN

iShares USD Green Bond

$10,223

ICVT

iShares Convertible Bond

$11,630

MeasureBGRNICVT

Fee0.20%0.20%

Cost on $10k a year$20$20

Yield4.45%1.61%

5 years, per year+0.4%+3.1%

3 years, per year+5.6%+15.1%

Worst drop · 1Y−3.3%−18.6%

Volatility · 1Y3.2%18.7%

3–2measures won
BGRN 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: BGRN, ICVT

Today

[…]holdings […]

BGRNICVT

BGRN—[…]

ICVT[…]—

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

Income After Fees on $10,000

$425most kept, BGRN

BGRN$445 − $20 = $425

ICVT$161 − $20 = $141

KeptFee

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