BOND vs ICVT

ABOND

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,052ICVT · BOND $10,134

Lowest cost0.20%ICVT · $20 on $10k

Most income5.31%BOND · $531 on $10k

Smallest drop−5.5%BOND · worst fall in 1Y

Held in common0.0%BOND and ICVT

BOND

ICVT

PIMCO Active Bond Exchange-Traded Fund · $9.1BiShares Convertible Bond ETF · $7.1B

+6.6%3 years · per year$12,120 · $15,677+16.2%

+0.3%5 years · per year$10,134 · $12,052+3.8%

0.53%Expense ratio$53 · $20 on $10k · lower wins0.20%

5.31%12-mo yield$531 · $157 on $10k1.57%

−5.5%Worst dropSmaller wins−16.3%

4.5%VolatilityLower wins18.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBOND · 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%	$7.1B
2	ABOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.31%	+0.5%	−0.1%	+0.5%	+6.6%	+0.3%	−5.5%	$9.1B

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%	$7.1B
2	ABOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.31%	+0.5%	−0.1%	+0.5%	+6.6%	+0.3%	−5.5%	$9.1B

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

BOND vs ICVT

BOND

PIMCO Active Bond Exchange-Traded Fund

$10,134

ICVT

iShares Convertible Bond

$12,052

MeasureBONDICVT

Fee0.53%0.20%

Cost on $10k a year$53$20

Yield5.31%1.57%

5 years, per year+0.3%+3.8%

3 years, per year+6.6%+16.2%

Worst drop · 1Y−5.5%−16.3%

Volatility · 1Y4.5%18.4%

3–3measures won
level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BOND, ICVT

Today

0.0%most shared, BOND and ICVT

BONDICVT

BOND—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

$478most kept, BOND

BOND$531 − $53 = $478

ICVT$157 − $20 = $137

KeptFee

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