ICVT vs CMDT

AICVT

BCMDT

Measures won2–3CMDT wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · ICVT $12,052

Lowest cost0.09%SGOV · $9 on $10k

Most income12.65%CMDT · $1,265 on $10k

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

Held in common0.0%ICVT and CMDT

ICVT

CMDT

iShares Convertible Bond ETF · $7.1BPIMCO Commodity & Bond Strategy Active ETF · $823M

+16.2%3 years · per year$15,677 · $14,276+12.6%

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

0.20%Expense ratio$20 · $97 on $10k · lower wins0.97%

1.57%12-mo yield$157 · $1,265 on $10k12.65%

−16.3%Worst dropSmaller wins−13.2%

18.4%VolatilityLower wins14.1%

2–3CMDT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICVT · CMDT

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
3	BCMDT	PIMCO Commodity & Bond Strategy Active ETFRead Desk	0.97%	12.65%	−1.8%	+22.5%	+21.8%	+12.6%	new	−13.2%	$823M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
3	BCMDT	PIMCO Commodity & Bond Strategy Active ETFRead Desk	0.97%	12.65%	−1.8%	+22.5%	+21.8%	+12.6%	new	−13.2%	$823M

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

ICVT vs CMDT

ICVT

iShares Convertible Bond

$12,052

CMDT

PIMCO Commodity & Bond Strategy Active

[…]

MeasureICVTCMDT

Fee0.20%0.97%

Cost on $10k a year$20$97

Yield1.57%12.65%

5 years, per year+3.8%[…]

3 years, per year+16.2%+12.6%

Worst drop · 1Y−16.3%−13.2%

Volatility · 1Y18.4%14.1%

3–2measures won
CMDT first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

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

Overlap: ICVT, CMDT, SGOV

Today

0.0%most shared, ICVT and CMDT

ICVTCMDTSGOV

ICVT—0.0%[…]

CMDT0.0%—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$1,168most kept, CMDT

CMDT$1,265 − $97 = $1,168

SGOV$363 − $9 = $354

ICVT$157 − $20 = $137

KeptFee

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