FCVT vs AGG

AFCVT

BAGG

Measures won2–4AGG wins · of 6 · 5Y

$10,000 · 5Y$10,995FCVT · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]FCVT and AGG

FCVT

AGG

First Trust SSI Strategic Convertible Securities ETF · $78MiShares Core U.S. Aggregate Bond ETF · $139B

+14.8%3 years · per year$15,110 · $11,649+5.2%

+1.9%5 years · per year$10,995 · $9,970−0.1%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

1.28%12-mo yield$128 · $412 on $10k4.12%

−22.3%Worst dropSmaller wins−4.6%

21.1%VolatilityLower wins4.1%

2–4AGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCVT · AGG

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

Held in common[…]

End-of-day Nov 6, 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	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FCVT vs AGG

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasureFCVTAGG

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.28%4.12%

5 years, per year+1.9%−0.1%

3 years, per year+14.8%+5.2%

Worst drop · 1Y−22.3%−4.6%

Volatility · 1Y21.1%4.1%

4–2measures won
AGG first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FCVT, AGG

Today

[…]holdings […]

FCVTAGG

FCVT—[…]

AGG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

FCVT$128 − $95 = $33

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee