ICVT vs CWB

AICVT

BCWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,942ICVT · CWB $11,832

Lowest cost0.20%ICVT · $20 on $10k

Most income1.80%CWB · $180 on $10k

Smallest drop−15.4%CWB · worst fall in 1Y

Held in common0.0%ICVT and CWB

ICVT

CWB

iShares Convertible Bond ETF · $7.2BState Street SPDR Bloomberg Convertible Securities ETF · $5.3B

+16.1%3 years · per year$15,633 · $15,291+15.2%

+3.6%5 years · per year$11,942 · $11,832+3.4%

0.20%Expense ratio$20 · $40 on $10k · lower wins0.40%

1.57%12-mo yield$157 · $180 on $10k1.80%

−16.3%Worst dropSmaller wins−15.4%

18.4%VolatilityLower wins17.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsICVT · CWB

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

Held in common0.0%

End-of-day Nov 3, 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	AICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	+0.7%	+7.0%	+2.5%	+16.1%	+3.6%	−16.3%	$7.2B
2	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	+0.7%	+6.5%	+2.4%	+15.2%	+3.4%	−15.4%	$5.3B

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

Both

5Y2 funds

#			Trend
1	AICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	+0.7%	+7.0%	+2.5%	+16.1%	+3.6%	−16.3%	$7.2B
2	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	+0.7%	+6.5%	+2.4%	+15.2%	+3.4%	−15.4%	$5.3B

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

Cards for this view

ICVT vs CWB

ICVT

iShares Convertible Bond

$11,942

CWB

SPDR Bloomberg Convertible Securities

$11,832

MeasureICVTCWB

Fee0.20%0.40%

Cost on $10k a year$20$40

Yield1.57%1.80%

5 years, per year+3.6%+3.4%

3 years, per year+16.1%+15.2%

Worst drop · 1Y−16.3%−15.4%

Volatility · 1Y18.4%17.8%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ICVT, CWB

Today

0.0%most shared, ICVT and CWB

ICVTCWB

ICVT—0.0%

CWB0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, CWB

CWB$180 − $40 = $140

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee