ICVT vs FXED

AICVT

BFXED

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,052ICVT · FXED $10,846

Lowest cost0.20%ICVT · $20 on $10k

Most income7.42%FXED · $742 on $10k

Smallest drop−6.2%FXED · worst fall in 1Y

Held in common0.0%ICVT and FXED

ICVT

FXED

iShares Convertible Bond ETF · $7.1BSound Enhanced Fixed Income ETF · $40M

+16.2%3 years · per year$15,677 · $12,409+7.5%

+3.8%5 years · per year$12,052 · $10,846+1.6%

0.20%Expense ratio$20 · $49 on $10k · lower wins0.49%

1.57%12-mo yield$157 · $742 on $10k7.42%

−16.3%Worst dropSmaller wins−6.2%

18.4%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsICVT · FXED

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%	$7.1B
2	BFXED	Sound Enhanced Fixed Income ETFRead Desk		0.49%	7.42%	+1.6%	−1.8%	−0.8%	+7.5%	+1.6%	−6.2%	$40M

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%	$7.1B
2	BFXED	Sound Enhanced Fixed Income ETFRead Desk		0.49%	7.42%	+1.6%	−1.8%	−0.8%	+7.5%	+1.6%	−6.2%	$40M

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 FXED

ICVT

iShares Convertible Bond

$12,052

FXED

Sound Enhanced Fixed Income

$10,846

MeasureICVTFXED

Fee0.20%0.49%

Cost on $10k a year$20$49

Yield1.57%7.42%

5 years, per year+3.8%+1.6%

3 years, per year+16.2%+7.5%

Worst drop · 1Y−16.3%−6.2%

Volatility · 1Y18.4%8.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ICVT, FXED

Today

0.0%most shared, ICVT and FXED

ICVTFXED

ICVT—0.0%

FXED0.0%—

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

Income After Fees on $10,000

$693most kept, FXED

FXED$742 − $49 = $693

ICVT$157 − $20 = $137

KeptFee

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