FCVT vs PYLD

AFCVT

BPYLD

Measures won1–4PYLD wins · of 6 · 5Y

$10,000 · 5Y$11,591FCVT

Lowest cost0.66%PYLD · $66 on $10k

Most income6.50%PYLD · $650 on $10k

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

Held in common0.0%FCVT and PYLD

FCVT

PYLD

First Trust SSI Strategic Convertible Securities ETF · $78MPIMCO Multisector Bond Active Exchange-Traded Fund · $16.7B

+16.5%3 years · per year$15,818 · $12,884+8.8%

+3.0%5 years · per year$11,591 · […][…]

0.95%Expense ratio$95 · $66 on $10k · lower wins0.66%

1.23%12-mo yield$123 · $650 on $10k6.50%

−19.3%Worst dropSmaller wins−3.2%

20.8%VolatilityLower wins3.7%

1–4PYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCVT · PYLD

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

Held in common0.0%

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%	$78M
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	+0.5%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

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%	$78M
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	+0.5%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

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 PYLD

FCVT

First Trust SSI Strategic Convertible Securities

$11,591

PYLD

PIMCO Multisector Bond Active Exchange-Traded Fund

[…]

MeasureFCVTPYLD

Fee0.95%0.66%

Cost on $10k a year$95$66

Yield1.23%6.50%

5 years, per year+3.0%[…]

3 years, per year+16.5%+8.8%

Worst drop · 1Y−19.3%−3.2%

Volatility · 1Y20.8%3.7%

4–1measures won
PYLD first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FCVT, PYLD

Today

0.0%most shared, FCVT and PYLD

FCVTPYLD

FCVT—0.0%

PYLD0.0%—

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

Income After Fees on $10,000

$584most kept, PYLD

PYLD$650 − $66 = $584

FCVT$123 − $95 = $28

KeptFee

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