CWB vs ICVT

ACWB

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,052ICVT · CWB $11,943

Lowest cost0.20%ICVT · $20 on $10k

Most income1.80%CWB · $180 on $10k

Smallest drop−15.4%CWB · worst fall in 1Y

Held in common0.0%CWB and ICVT

CWB

ICVT

State Street SPDR Bloomberg Convertible Securities ETF · $5.3BiShares Convertible Bond ETF · $7.1B

+15.3%3 years · per year$15,346 · $15,677+16.2%

+3.6%5 years · per year$11,943 · $12,052+3.8%

0.40%Expense ratio$40 · $20 on $10k · lower wins0.20%

1.80%12-mo yield$180 · $157 on $10k1.57%

−15.4%Worst dropSmaller wins−16.3%

17.8%VolatilityLower wins18.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCWB · 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	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	0.0%	+6.5%	+2.2%	+15.3%	+3.6%	−15.4%	$5.3B

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	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	0.0%	+6.5%	+2.2%	+15.3%	+3.6%	−15.4%	$5.3B

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

CWB vs ICVT

CWB

SPDR Bloomberg Convertible Securities

$11,943

ICVT

iShares Convertible Bond

$12,052

MeasureCWBICVT

Fee0.40%0.20%

Cost on $10k a year$40$20

Yield1.80%1.57%

5 years, per year+3.6%+3.8%

3 years, per year+15.3%+16.2%

Worst drop · 1Y−15.4%−16.3%

Volatility · 1Y17.8%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: CWB, ICVT

Today

0.0%most shared, CWB and ICVT

CWBICVT

CWB—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

$140most kept, CWB

CWB$180 − $40 = $140

ICVT$157 − $20 = $137

KeptFee

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