BRLN vs ICVT

ABRLN

BICVT

Measures won3–2BRLN wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · ICVT $11,726

Lowest cost0.09%SGOV · $9 on $10k

Most income6.07%BRLN · $607 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]BRLN and ICVT

BRLN

ICVT

iShares Floating Rate Loan Active ETF · $51MiShares Convertible Bond ETF · $6.9B

+6.1%3 years · per year$11,939 · $15,356+15.4%

[…]5 years · per year[…] · $11,726+3.2%

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

6.07%12-mo yield$607 · $158 on $10k1.58%

−2.0%Worst dropSmaller wins−18.6%

3.6%VolatilityLower wins18.7%

3–2BRLN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBRLN · ICVT

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

Held in common[…]

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 Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$6.9B
3	ABRLN	iShares Floating Rate Loan Active ETFRead Desk	0.63%	6.07%	0.0%	+2.7%	+3.9%	+6.1%	new	−2.0%	$51M

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$6.9B
3	ABRLN	iShares Floating Rate Loan Active ETFRead Desk	0.63%	6.07%	0.0%	+2.7%	+3.9%	+6.1%	new	−2.0%	$51M

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

BRLN vs ICVT

BRLN

iShares Floating Rate Loan Active

[…]

ICVT

iShares Convertible Bond

$11,726

MeasureBRLNICVT

Fee0.63%0.20%

Cost on $10k a year$63$20

Yield6.07%1.58%

5 years, per year[…]+3.2%

3 years, per year+6.1%+15.4%

Worst drop · 1Y−2.0%−18.6%

Volatility · 1Y3.6%18.7%

3–2measures won
BRLN first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

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: BRLN, ICVT, SGOV

Today

[…]holdings […]

BRLNICVTSGOV

BRLN—[…][…]

ICVT[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$544most kept, BRLN

BRLN$607 − $63 = $544

SGOV$363 − $9 = $354

ICVT$158 − $20 = $138

KeptFee

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