FCVT vs JBND

AFCVT

BJBND

Measures won1–4JBND wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · FCVT $10,995

Lowest cost0.09%SGOV · $9 on $10k

Most income4.59%JBND · $459 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]FCVT and JBND

FCVT

JBND

First Trust SSI Strategic Convertible Securities ETF · $75MJPMorgan Active Bond ETF · $9.6B

+14.8%3 years · per year$15,110 · $12,008+6.3%

+1.9%5 years · per year$10,995 · […][…]

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

1.28%12-mo yield$128 · $459 on $10k4.59%

−22.3%Worst dropSmaller wins−4.7%

21.1%VolatilityLower wins3.9%

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 6, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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%	$75M
3	BJBND	JPMorgan Active Bond ETFRead Desk	0.25%	4.59%	+0.1%	0.0%	+1.0%	+6.3%	new	−4.7%	$9.6B

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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%	$75M
3	BJBND	JPMorgan Active Bond ETFRead Desk	0.25%	4.59%	+0.1%	0.0%	+1.0%	+6.3%	new	−4.7%	$9.6B

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 JBND

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

JBND

JPMorgan Active Bond

[…]

MeasureFCVTJBND

Fee0.95%0.25%

Cost on $10k a year$95$25

Yield1.28%4.59%

5 years, per year+1.9%[…]

3 years, per year+14.8%+6.3%

Worst drop · 1Y−22.3%−4.7%

Volatility · 1Y21.1%3.9%

4–1measures won
JBND first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FCVT, JBND, SGOV

Today

[…]holdings […]

FCVTJBNDSGOV

FCVT—[…][…]

JBND[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$434most kept, JBND

JBND$459 − $25 = $434

SGOV$363 − $9 = $354

FCVT$128 − $95 = $33

KeptFee

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