FCVT vs NFLT

AFCVT

BNFLT

Measures won2–4NFLT wins · of 6 · 5Y

$10,000 · 5Y$11,591FCVT · NFLT $11,516

Lowest cost0.50%NFLT · $50 on $10k

Most income5.54%NFLT · $554 on $10k

Smallest drop−3.0%NFLT · worst fall in 1Y

Held in common0.1%FCVT and NFLT

FCVT

NFLT

First Trust SSI Strategic Convertible Securities ETF · $77MVirtus Newfleet Multi-Sector Bond ETF · $541M

+16.5%3 years · per year$15,818 · $12,513+7.8%

+3.0%5 years · per year$11,591 · $11,516+2.9%

0.95%Expense ratio$95 · $50 on $10k · lower wins0.50%

1.23%12-mo yield$123 · $554 on $10k5.54%

−19.3%Worst dropSmaller wins−3.0%

20.8%VolatilityLower wins4.2%

2–4NFLT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCVT · NFLT

3.7%GOOGM0.0%

0.8%GOOGN0.0%

0.8%BTSGU0.0%

1.5%METAM0.0%

Held in common0.1%

End-of-day Nov 4, 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%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$77M
2	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.54%	−0.1%	+0.8%	+1.7%	+7.8%	+2.9%	−3.0%	$541M

End-of-day Nov 4, 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%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$77M
2	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.54%	−0.1%	+0.8%	+1.7%	+7.8%	+2.9%	−3.0%	$541M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FCVT vs NFLT

FCVT

First Trust SSI Strategic Convertible Securities

$11,591

NFLT

Virtus Newfleet Multi-Sector Bond

$11,516

MeasureFCVTNFLT

Fee0.95%0.50%

Cost on $10k a year$95$50

Yield1.23%5.54%

5 years, per year+3.0%+2.9%

3 years, per year+16.5%+7.8%

Worst drop · 1Y−19.3%−3.0%

Volatility · 1Y20.8%4.2%

4–2measures won
NFLT first

0.1%

holdings shared

Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FCVT, NFLT

Today

0.1%most shared, FCVT and NFLT

FCVTNFLT

FCVT—0.1%

NFLT0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$504most kept, NFLT

NFLT$554 − $50 = $504

FCVT$123 − $95 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee