HBRD vs ICVT

AHBRD

BICVT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$11,726ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income4.02%HBRD · $402 on $10k

Smallest drop−18.6%ICVT · worst fall in 1Y

Held in common0.0%HBRD and ICVT

HBRD

ICVT

Invesco U.S. Hybrid Bond ETF · $14MiShares Convertible Bond ETF · $6.9B

[…]3 years · per year[…] · $15,356+15.4%

[…]5 years · per year[…] · $11,726+3.2%

0.40%Expense ratio$40 · $20 on $10k · lower wins0.20%

4.02%12-mo yield$402 · $158 on $10k1.58%

[…]Worst dropSmaller wins−18.6%

[…]VolatilityLower wins18.7%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsHBRD · ICVT

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

Held in common0.0%

End-of-day Nov 9, 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%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$6.9B
2	AHBRD	Invesco U.S. Hybrid Bond ETFRead Desk		0.40%	4.02%	0.0%	new	new	new	new	[…]	$14M

End-of-day Nov 9, 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%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$6.9B
2	AHBRD	Invesco U.S. Hybrid Bond ETFRead Desk		0.40%	4.02%	0.0%	new	new	new	new	[…]	$14M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HBRD vs ICVT

HBRD

Invesco U.S. Hybrid Bond

[…]

ICVT

iShares Convertible Bond

$11,726

MeasureHBRDICVT

Fee0.40%0.20%

Cost on $10k a year$40$20

Yield4.02%1.58%

5 years, per year[…]+3.2%

3 years, per year[…]+15.4%

Worst drop · 1Y[…]−18.6%

Volatility · 1Y[…]18.7%

1–1measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: HBRD, ICVT

Today

0.0%most shared, HBRD and ICVT

HBRDICVT

HBRD—0.0%

ICVT0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$362most kept, HBRD

HBRD$402 − $40 = $362

ICVT$158 − $20 = $138

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee