DIAL vs ICVT

ADIAL

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,499ICVT · DIAL $10,204

Lowest cost0.20%ICVT · $20 on $10k

Most income5.27%DIAL · $527 on $10k

Smallest drop−4.7%DIAL · worst fall in 1Y

Held in common[…]DIAL and ICVT

DIAL

ICVT

Columbia Diversified Fixed Income Allocation ETF · $419MiShares Convertible Bond ETF · $7.1B

+7.3%3 years · per year$12,366 · $15,677+16.2%

+0.4%5 years · per year$10,221 · $12,052+3.8%

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

5.27%12-mo yield$527 · $157 on $10k1.57%

−4.7%Worst dropSmaller wins−16.3%

4.6%VolatilityLower wins18.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIAL · 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%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.27%	+0.7%	−0.2%	+0.8%	+7.3%	+0.4%	−4.7%	$419M

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%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.27%	+0.7%	−0.2%	+0.8%	+7.3%	+0.4%	−4.7%	$419M

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

DIAL vs ICVT

DIAL

Columbia Diversified Fixed Income Allocation

$10,221

ICVT

iShares Convertible Bond

$12,052

MeasureDIALICVT

Fee0.29%0.20%

Cost on $10k a year$29$20

Yield5.27%1.57%

5 years, per year+0.4%+3.8%

3 years, per year+7.3%+16.2%

Worst drop · 1Y−4.7%−16.3%

Volatility · 1Y4.6%18.4%

3–3measures won
level

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: DIAL, ICVT

Today

[…]holdings […]

DIALICVT

DIAL—[…]

ICVT[…]—

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

Income After Fees on $10,000

$498most kept, DIAL

DIAL$527 − $29 = $498

ICVT$157 − $20 = $137

KeptFee

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