FCVT vs ICVT

AFCVT

BICVT

Measures won1–5ICVT wins · of 6 · 5Y

$10,000 · 5Y$11,499ICVT · FCVT $10,869

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.0%FCVT and ICVT

FCVT

ICVT

First Trust SSI Strategic Convertible Securities ETF · $78MiShares Convertible Bond ETF · $6.9B

+14.8%3 years · per year$15,114 · $15,083+14.7%

+1.7%5 years · per year$10,869 · $11,499+2.8%

0.95%Expense ratio$95 · $20 on $10k · lower wins0.20%

1.29%12-mo yield$129 · $163 on $10k1.63%

−22.3%Worst dropSmaller wins−18.6%

21.1%VolatilityLower wins18.7%

1–5ICVT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCVT · ICVT

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$6.9B
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.29%	−4.5%	−0.8%	−1.8%	+14.8%	+1.7%	−22.3%	$78M
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

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

All Three

5Y3 funds

#
1	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$6.9B
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.29%	−4.5%	−0.8%	−1.8%	+14.8%	+1.7%	−22.3%	$78M
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

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

FCVT vs ICVT

FCVT

First Trust SSI Strategic Convertible Securities

$10,869

ICVT

iShares Convertible Bond

$11,499

MeasureFCVTICVT

Fee0.95%0.20%

Cost on $10k a year$95$20

Yield1.29%1.63%

5 years, per year+1.7%+2.8%

3 years, per year+14.8%+14.7%

Worst drop · 1Y−22.3%−18.6%

Volatility · 1Y21.1%18.7%

5–1measures won
ICVT first

0.0%

holdings shared

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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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

Overlap: ICVT, FCVT, BND

Today

0.0%most shared, ICVT and FCVT

ICVTFCVTBND

ICVT—0.0%[…]

FCVT0.0%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

ICVT$163 − $20 = $143

FCVT$129 − $95 = $34

KeptFee

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