ICVT vs DIAL

AICVT

BDIAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,630ICVT · MUB $10,414

Lowest cost0.05%MUB · $5 on $10k

Most income5.29%DIAL · $529 on $10k

Smallest drop−4.7%DIAL · worst fall in 1Y

Held in common[…]ICVT and DIAL

ICVT

DIAL

iShares Convertible Bond ETF · $6.9BColumbia Diversified Fixed Income Allocation ETF · $421M

+15.1%3 years · per year$15,247 · $12,160+6.7%

+3.1%5 years · per year$11,630 · $10,198+0.4%

0.20%Expense ratio$20 · $29 on $10k · lower wins0.29%

1.61%12-mo yield$161 · $529 on $10k5.29%

−18.6%Worst dropSmaller wins−4.7%

18.7%VolatilityLower wins4.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICVT · DIAL

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

Held in common[…]

End-of-day Nov 6, 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	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.61%	+1.2%	+4.4%	+0.4%	+15.1%	+3.1%	−18.6%	$6.9B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
3	BDIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk	0.29%	5.29%	−0.2%	−0.5%	+0.6%	+6.7%	+0.4%	−4.7%	$421M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.61%	+1.2%	+4.4%	+0.4%	+15.1%	+3.1%	−18.6%	$6.9B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
3	BDIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk	0.29%	5.29%	−0.2%	−0.5%	+0.6%	+6.7%	+0.4%	−4.7%	$421M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ICVT vs DIAL

ICVT

iShares Convertible Bond

$11,630

DIAL

Columbia Diversified Fixed Income Allocation

$10,198

MeasureICVTDIAL

Fee0.20%0.29%

Cost on $10k a year$20$29

Yield1.61%5.29%

5 years, per year+3.1%+0.4%

3 years, per year+15.1%+6.7%

Worst drop · 1Y−18.6%−4.7%

Volatility · 1Y18.7%4.6%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ICVT, DIAL, MUB

Today

[…]holdings […]

ICVTDIALMUB

ICVT—[…][…]

DIAL[…]—[…]

MUB[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$500most kept, DIAL

DIAL$529 − $29 = $500

MUB$327 − $5 = $322

ICVT$161 − $20 = $141

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee