DDXX vs ICVT5YDDXXDDXXAvsBICVTICVTEA Series Trust - Defined Duration 20 ETF · $20MiShares Convertible Bond ETF · $6.8BReturns · dividends in[…]3 years · per year[…] · $15,042+14.6%[…]5 years · per year[…] · $11,546+2.9%Cost and income0.34%Expense ratio$34 · $20 on $10k · lower wins0.20%1.95%12-mo yield$195 · $160 on $10k1.60%Risk · 1 year−9.3%End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BICVTiShares Convertible Bond ETFReadDesk0.20%1.60%−0.9%+5.1%+2.5%+14.6%+2.9%−18.6%$6.8B2ADDXXEA Series Trust - Defined Duration 20 ETFReadDesk0.34%1.95%−0.1%+11.7%newnewnew−9.3%$20MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BICVTiShares Convertible Bond ETFReadDesk0.20%1.60%−0.9%+5.1%+2.5%+14.6%+2.9%−18.6%$6.8B2ADDXXEA Series Trust - Defined Duration 20 ETFReadDesk0.34%1.95%−0.1%+11.7%newnewnew−9.3%$20MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in DDXX, ICVT5Y$10k startICVT $11.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: DDXX, ICVTToday0.0%most shared, DDXX and ICVTDDXXICVTDDXX—0.0%ICVT0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DDXX vs ICVT5YADDXXEA Series Trust - Defined Duration 20[…]vsICVTBiShares Convertible Bond$11,546MeasureDDXXICVTFee0.34%0.20%Cost on $10k a year$34$20Yield1.95%1.60%5 years, per year[…]+2.9%3 years, per year[…]+14.6%Worst drop · 1Y−9.3%−18.6%Volatility · 1Y13.6%
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: DDXX, ICVTToday0.0%most shared, DDXX and ICVTDDXXICVTDDXX—0.0%ICVT0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$161most kept, DDXXDDXX$195 − $34 = $161ICVT$160 − $20 = $140KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee