DDX vs ICVT

ADDX

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,499ICVT · DDX $11,239

Lowest cost0.20%ICVT · $20 on $10k

Most income3.16%DDX · $316 on $10k

Smallest drop−4.4%DDX · worst fall in 1Y

Held in common0.0%DDX and ICVT

DDX

ICVT

Defined Duration 10 ETF · $77MiShares Convertible Bond ETF · $6.9B

+9.8%3 years · per year$13,245 · $15,083+14.7%

+2.4%5 years · per year$11,239 · $11,499+2.8%

0.29%Expense ratio$29 · $20 on $10k · lower wins0.20%

3.16%12-mo yield$316 · $163 on $10k1.63%

−4.4%Worst dropSmaller wins−18.6%

5.9%VolatilityLower wins18.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDDX · ICVT

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

Held in common0.0%

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%	$6.9B
2	ADDX	Defined Duration 10 ETFRead Desk		0.29%	3.16%	−1.2%	+4.8%	+6.4%	+9.8%	+2.4%	−4.4%	$77M

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%	$6.9B
2	ADDX	Defined Duration 10 ETFRead Desk		0.29%	3.16%	−1.2%	+4.8%	+6.4%	+9.8%	+2.4%	−4.4%	$77M

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

DDX vs ICVT

DDX

Defined Duration 10

$11,239

ICVT

iShares Convertible Bond

$11,499

MeasureDDXICVT

Fee0.29%0.20%

Cost on $10k a year$29$20

Yield3.16%1.63%

5 years, per year+2.4%+2.8%

3 years, per year+9.8%+14.7%

Worst drop · 1Y−4.4%−18.6%

Volatility · 1Y5.9%18.7%

3–3measures won
level

0.0%

holdings shared

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DDX, ICVT

Today

0.0%most shared, DDX and ICVT

DDXICVT

DDX—0.0%

ICVT0.0%—

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

Income After Fees on $10,000

$287most kept, DDX

DDX$316 − $29 = $287

ICVT$163 − $20 = $143

KeptFee

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