FFIU vs ICVT

AFFIU

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,052ICVT · FFIU $9,698

Lowest cost0.20%ICVT · $20 on $10k

Most income4.24%FFIU · $424 on $10k

Smallest drop−6.4%FFIU · worst fall in 1Y

Held in common0.0%FFIU and ICVT

FFIU

ICVT

UVA Unconstrained Medium-Term Fixed Income ETF · $49MiShares Convertible Bond ETF · $7.1B

+5.6%3 years · per year$11,761 · $15,677+16.2%

−0.6%5 years · per year$9,698 · $12,052+3.8%

0.81%Expense ratio$81 · $20 on $10k · lower wins0.20%

4.24%12-mo yield$424 · $157 on $10k1.57%

−6.4%Worst dropSmaller wins−16.3%

6.5%VolatilityLower wins18.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFFIU · ICVT

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	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	AFFIU	UVA Unconstrained Medium-Term Fixed Income ETFRead Desk		0.81%	4.24%	+0.5%	−1.8%	−0.7%	+5.6%	−0.6%	−6.4%	$49M

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	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	AFFIU	UVA Unconstrained Medium-Term Fixed Income ETFRead Desk		0.81%	4.24%	+0.5%	−1.8%	−0.7%	+5.6%	−0.6%	−6.4%	$49M

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

FFIU vs ICVT

FFIU

UVA Unconstrained Medium-Term Fixed Income

$9,698

ICVT

iShares Convertible Bond

$12,052

MeasureFFIUICVT

Fee0.81%0.20%

Cost on $10k a year$81$20

Yield4.24%1.57%

5 years, per year−0.6%+3.8%

3 years, per year+5.6%+16.2%

Worst drop · 1Y−6.4%−16.3%

Volatility · 1Y6.5%18.4%

3–3measures won
level

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: FFIU, ICVT

Today

0.0%most shared, FFIU and ICVT

FFIUICVT

FFIU—0.0%

ICVT0.0%—

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

Income After Fees on $10,000

$343most kept, FFIU

FFIU$424 − $81 = $343

ICVT$157 − $20 = $137

KeptFee

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