FCVT vs VCIT

AFCVT

BVCIT

Measures won2–4VCIT wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SGOV $12,090

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

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

Held in common[…]FCVT and VCIT

FCVT

VCIT

First Trust SSI Strategic Convertible Securities ETF · $78MVanguard Intermediate-Term Corporate Bond ETF · $66.6B

+14.8%3 years · per year$15,110 · $12,210+6.9%

+1.9%5 years · per year$10,995 · $10,493+1.0%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

1.28%12-mo yield$128 · $502 on $10k5.02%

−22.3%Worst dropSmaller wins−4.9%

21.1%VolatilityLower wins4.5%

2–4VCIT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFCVT · VCIT

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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	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
4	BVCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B

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

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	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
4	BVCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B

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 VCIT

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

VCIT

Vanguard Intermediate-Term Corporate Bond

$10,493

MeasureFCVTVCIT

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.28%5.02%

5 years, per year+1.9%+1.0%

3 years, per year+14.8%+6.9%

Worst drop · 1Y−22.3%−4.9%

Volatility · 1Y21.1%4.5%

4–2measures won
VCIT first

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FCVT, VCIT, IVV, SGOV

Today

0.1%most shared, FCVT and IVV

FCVTVCITIVVSGOV

FCVT—[…]0.1%[…]

VCIT[…]—[…][…]

IVV0.1%[…]—[…]

SGOV[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

SGOV$363 − $9 = $354

IVV$114 − $3 = $111

FCVT$128 − $95 = $33

KeptFee

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