FCVT vs JBND

AFCVT

BJBND

Measures won1–4JBND wins · of 6 · 5Y

$10,000 · 5Y$11,474FCVT · BNDX $10,152

Lowest cost0.07%BNDX · $7 on $10k

Most income4.67%BNDX · $467 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]FCVT and JBND

FCVT

JBND

First Trust SSI Strategic Convertible Securities ETF · $77MJPMorgan Active Bond ETF · $9.5B

+16.7%3 years · per year$15,895 · $11,997+6.3%

+2.8%5 years · per year$11,474 · […][…]

0.95%Expense ratio$95 · $25 on $10k · lower wins0.25%

1.23%12-mo yield$123 · $461 on $10k4.61%

−19.3%Worst dropSmaller wins−4.7%

20.8%VolatilityLower wins4.0%

1–4JBND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCVT · JBND

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

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.23%	+1.0%	+4.1%	+1.2%	+16.7%	+2.8%	−19.3%	$77M
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B
3	BJBND	JPMorgan Active Bond ETFRead Desk	0.25%	4.61%	−0.2%	−0.6%	0.0%	+6.3%	new	−4.7%	$9.5B

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

All Three

5Y3 funds

#
1	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.23%	+1.0%	+4.1%	+1.2%	+16.7%	+2.8%	−19.3%	$77M
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B
3	BJBND	JPMorgan Active Bond ETFRead Desk	0.25%	4.61%	−0.2%	−0.6%	0.0%	+6.3%	new	−4.7%	$9.5B

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

Cards for this view

FCVT vs JBND

FCVT

First Trust SSI Strategic Convertible Securities

$11,474

JBND

JPMorgan Active Bond

[…]

MeasureFCVTJBND

Fee0.95%0.25%

Cost on $10k a year$95$25

Yield1.23%4.61%

5 years, per year+2.8%[…]

3 years, per year+16.7%+6.3%

Worst drop · 1Y−19.3%−4.7%

Volatility · 1Y20.8%4.0%

4–1measures won
JBND first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FCVT, JBND, BNDX

Today

[…]holdings […]

FCVTJBNDBNDX

FCVT—[…][…]

JBND[…]—[…]

BNDX[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$460most kept, BNDX

BNDX$467 − $7 = $460

JBND$461 − $25 = $436

FCVT$123 − $95 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee