FTCB vs IGSB

AFTCB

BIGSB

Measures won1–3IGSB wins · of 6 · 5Y

$10,000 · 5Y$11,411IGSB

Lowest cost0.04%IGSB · $4 on $10k

Most income5.46%FTCB · $546 on $10k

Smallest drop−1.6%IGSB · worst fall in 1Y

Held in common[…]FTCB and IGSB

FTCB

IGSB

First Trust Core Investment Grade ETF · $2.8BiShares 1-5 Year Investment Grade Corporate Bond ETF · $23.7B

[…]3 years · per year[…] · $11,864+5.9%

[…]5 years · per year[…] · $11,411+2.7%

0.56%Expense ratio$56 · $4 on $10k · lower wins0.04%

5.46%12-mo yield$546 · $467 on $10k4.67%

−5.6%Worst dropSmaller wins−1.6%

4.4%VolatilityLower wins2.1%

1–3IGSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTCB · IGSB

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

Held in common[…]

End-of-day Nov 5, 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	BIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.67%	+0.2%	+1.4%	+2.3%	+5.9%	+2.7%	−1.6%	$23.7B
2	AFTCB	First Trust Core Investment Grade ETFRead Desk		0.56%	5.46%	+0.3%	−0.4%	+0.1%	new	new	−5.6%	$2.8B

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

Both

5Y2 funds

#			Trend
1	BIGSB	iShares 1-5 Year Investment Grade Corporate Bond ETFRead Desk		0.04%	4.67%	+0.2%	+1.4%	+2.3%	+5.9%	+2.7%	−1.6%	$23.7B
2	AFTCB	First Trust Core Investment Grade ETFRead Desk		0.56%	5.46%	+0.3%	−0.4%	+0.1%	new	new	−5.6%	$2.8B

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

Cards for this view

FTCB vs IGSB

FTCB

First Trust Core Investment Grade

[…]

IGSB

iShares 1-5 Year Investment Grade Corporate Bond

$11,411

MeasureFTCBIGSB

Fee0.56%0.04%

Cost on $10k a year$56$4

Yield5.46%4.67%

5 years, per year[…]+2.7%

3 years, per year[…]+5.9%

Worst drop · 1Y−5.6%−1.6%

Volatility · 1Y4.4%2.1%

3–1measures won
IGSB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FTCB, IGSB

Today

[…]holdings […]

FTCBIGSB

FTCB—[…]

IGSB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$490most kept, FTCB

FTCB$546 − $56 = $490

IGSB$467 − $4 = $463

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee