BRLN vs ICVT

ABRLN

BICVT

Measures won3–2BRLN wins · of 6 · 5Y

$10,000 · 5Y$11,499ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income6.06%BRLN · $606 on $10k

Smallest drop−2.0%BRLN · worst fall in 1Y

Held in common[…]BRLN and ICVT

BRLN

ICVT

iShares Floating Rate Loan Active ETF · $51MiShares Convertible Bond ETF · $7.1B

+6.3%3 years · per year$12,005 · $15,083+14.7%

[…]5 years · per year[…] · $11,499+2.8%

0.63%Expense ratio$63 · $20 on $10k · lower wins0.20%

6.06%12-mo yield$606 · $163 on $10k1.63%

−2.0%Worst dropSmaller wins−18.6%

3.6%VolatilityLower wins18.7%

3–2BRLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsBRLN · ICVT

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

Held in common[…]

End-of-day Nov 5, 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%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$7.1B
2	ABRLN	iShares Floating Rate Loan Active ETFRead Desk		0.63%	6.06%	+0.3%	+2.9%	+3.9%	+6.3%	new	−2.0%	$51M

End-of-day Nov 5, 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%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$7.1B
2	ABRLN	iShares Floating Rate Loan Active ETFRead Desk		0.63%	6.06%	+0.3%	+2.9%	+3.9%	+6.3%	new	−2.0%	$51M

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

Cards for this view

BRLN vs ICVT

BRLN

iShares Floating Rate Loan Active

[…]

ICVT

iShares Convertible Bond

$11,499

MeasureBRLNICVT

Fee0.63%0.20%

Cost on $10k a year$63$20

Yield6.06%1.63%

5 years, per year[…]+2.8%

3 years, per year+6.3%+14.7%

Worst drop · 1Y−2.0%−18.6%

Volatility · 1Y3.6%18.7%

3–2measures won
BRLN first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BRLN, ICVT

Today

[…]holdings […]

BRLNICVT

BRLN—[…]

ICVT[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$543most kept, BRLN

BRLN$606 − $63 = $543

ICVT$163 − $20 = $143

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee