ICVT vs FISR

AICVT

BFISR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,052ICVT · FISR $9,460

Lowest cost0.20%ICVT · $20 on $10k

Most income4.37%FISR · $437 on $10k

Smallest drop−5.0%FISR · worst fall in 1Y

Held in common0.0%ICVT and FISR

ICVT

FISR

iShares Convertible Bond ETF · $7.2BState Street Fixed Income Sector Rotation ETF · $639M

+16.2%3 years · per year$15,677 · $11,581+5.0%

+3.8%5 years · per year$12,052 · $9,460−1.1%

0.20%Expense ratio$20 · $50 on $10k · lower wins0.50%

1.57%12-mo yield$157 · $437 on $10k4.37%

−16.3%Worst dropSmaller wins−5.0%

18.4%VolatilityLower wins4.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsICVT · FISR

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

Both

5Y2 funds

#			Trend
1	AICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.2B
2	BFISR	State Street Fixed Income Sector Rotation ETFRead Desk		0.50%	4.37%	+0.4%	−0.5%	−0.1%	+5.0%	−1.1%	−5.0%	$639M

End-of-day Nov 4, 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%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.2B
2	BFISR	State Street Fixed Income Sector Rotation ETFRead Desk		0.50%	4.37%	+0.4%	−0.5%	−0.1%	+5.0%	−1.1%	−5.0%	$639M

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 FISR

ICVT

iShares Convertible Bond

$12,052

FISR

Fixed Income Sector Rotation

$9,461

MeasureICVTFISR

Fee0.20%0.50%

Cost on $10k a year$20$50

Yield1.57%4.37%

5 years, per year+3.8%−1.1%

3 years, per year+16.2%+5.0%

Worst drop · 1Y−16.3%−5.0%

Volatility · 1Y18.4%4.6%

3–3measures won
level

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ICVT, FISR

Today

0.0%most shared, ICVT and FISR

ICVTFISR

ICVT—0.0%

FISR0.0%—

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

Income After Fees on $10,000

$387most kept, FISR

FISR$437 − $50 = $387

ICVT$157 − $20 = $137

KeptFee

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