FIAX vs ICVT

AFIAX

BICVT

Measures won3–2FIAX wins · of 6 · 5Y

$10,000 · 5Y$12,052ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income8.17%FIAX · $817 on $10k

Smallest drop−2.4%FIAX · worst fall in 1Y

Held in common[…]FIAX and ICVT

FIAX

ICVT

Nicholas Fixed Income Alternative ETF · $121MiShares Convertible Bond ETF · $7.1B

+4.3%3 years · per year$11,357 · $15,677+16.2%

[…]5 years · per year[…] · $12,052+3.8%

0.97%Expense ratio$97 · $20 on $10k · lower wins0.20%

8.17%12-mo yield$817 · $157 on $10k1.57%

−2.4%Worst dropSmaller wins−16.3%

4.1%VolatilityLower wins18.4%

3–2FIAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIAX · ICVT

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

Held in common[…]

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	AFIAX	Nicholas Fixed Income Alternative ETFRead Desk		0.97%	8.17%	+0.3%	+3.0%	+4.0%	+4.3%	new	−2.4%	$121M

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	AFIAX	Nicholas Fixed Income Alternative ETFRead Desk		0.97%	8.17%	+0.3%	+3.0%	+4.0%	+4.3%	new	−2.4%	$121M

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

FIAX vs ICVT

FIAX

Nicholas Fixed Income Alternative

[…]

ICVT

iShares Convertible Bond

$12,052

MeasureFIAXICVT

Fee0.97%0.20%

Cost on $10k a year$97$20

Yield8.17%1.57%

5 years, per year[…]+3.8%

3 years, per year+4.3%+16.2%

Worst drop · 1Y−2.4%−16.3%

Volatility · 1Y4.1%18.4%

3–2measures won
FIAX first

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: FIAX, ICVT

Today

[…]holdings […]

FIAXICVT

FIAX—[…]

ICVT[…]—

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

Income After Fees on $10,000

$720most kept, FIAX

FIAX$817 − $97 = $720

ICVT$157 − $20 = $137

KeptFee

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