FCVT vs NFLT

AFCVT

BNFLT

Measures won1–5NFLT wins · of 6 · 5Y

$10,000 · 5Y$11,580NFLT · FCVT $10,995

Lowest cost0.03%BND · $3 on $10k

Most income5.50%NFLT · $550 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 · $78MVirtus Newfleet Multi-Sector Bond ETF · $560M

+14.8%3 years · per year$15,110 · $12,552+7.9%

+1.9%5 years · per year$10,995 · $11,580+3.0%

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

1.28%12-mo yield$128 · $550 on $10k5.50%

−22.3%Worst dropSmaller wins−3.0%

21.1%VolatilityLower wins4.2%

1–5NFLT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCVT · NFLT

4.0%GOOGM0.0%

0.9%GOOGN0.0%

0.8%BTSGU0.0%

1.6%METAM0.0%

Held in common0.1%

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	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.50%	+0.4%	+1.5%	+2.8%	+7.9%	+3.0%	−3.0%	$560M
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%	$78M
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.50%	+0.4%	+1.5%	+2.8%	+7.9%	+3.0%	−3.0%	$560M
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%	$78M
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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 NFLT

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

NFLT

Virtus Newfleet Multi-Sector Bond

$11,580

MeasureFCVTNFLT

Fee0.95%0.50%

Cost on $10k a year$95$50

Yield1.28%5.50%

5 years, per year+1.9%+3.0%

3 years, per year+14.8%+7.9%

Worst drop · 1Y−22.3%−3.0%

Volatility · 1Y21.1%4.2%

5–1measures won
NFLT first

0.1%

holdings shared

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, NFLT, BND

Today

0.1%most shared, FCVT and NFLT

FCVTNFLTBND

FCVT—0.1%[…]

NFLT0.1%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$500most kept, NFLT

NFLT$550 − $50 = $500

BND$412 − $3 = $409

FCVT$128 − $95 = $33

KeptFee

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