ICVT vs FCVT

AICVT

BFCVT

Measures won6–0ICVT wins · of 6 · 5Y

$10,000 · 5Y$11,630ICVT · FCVT $10,995

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop−4.9%VCIT · worst fall in 1Y

Held in common0.0%ICVT and FCVT

ICVT

FCVT

iShares Convertible Bond ETF · $6.9BFirst Trust SSI Strategic Convertible Securities ETF · $78M

+15.1%3 years · per year$15,247 · $15,110+14.8%

+3.1%5 years · per year$11,630 · $10,995+1.9%

0.20%Expense ratio$20 · $95 on $10k · lower wins0.95%

1.61%12-mo yield$161 · $128 on $10k1.28%

−18.6%Worst dropSmaller wins−22.3%

18.7%VolatilityLower wins21.1%

6–0ICVT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsICVT · FCVT

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

Held in common0.0%

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 Four

5Y4 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	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
4	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

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

All Four

5Y4 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	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
4	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

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 FCVT

ICVT

iShares Convertible Bond

$11,630

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

MeasureICVTFCVT

Fee0.20%0.95%

Cost on $10k a year$20$95

Yield1.61%1.28%

5 years, per year+3.1%+1.9%

3 years, per year+15.1%+14.8%

Worst drop · 1Y−18.6%−22.3%

Volatility · 1Y18.7%21.1%

6–0measures won
ICVT first

0.0%

holdings shared

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, FCVT, VCIT, MUB

Today

0.0%most shared, ICVT and FCVT

ICVTFCVTVCITMUB

ICVT—0.0%[…][…]

FCVT0.0%—[…][…]

VCIT[…][…]—[…]

MUB[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

MUB$327 − $5 = $322

ICVT$161 − $20 = $141

FCVT$128 − $95 = $33

KeptFee

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