ICVT vs FXED

AICVT

BFXED

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · ICVT $11,499

Lowest cost0.09%SGOV · $9 on $10k

Most income7.49%FXED · $749 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%ICVT and FXED

ICVT

FXED

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

+14.7%3 years · per year$15,083 · $12,164+6.7%

+2.8%5 years · per year$11,499 · $10,715+1.4%

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

1.63%12-mo yield$163 · $749 on $10k7.49%

−18.6%Worst dropSmaller wins−6.2%

18.7%VolatilityLower wins8.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICVT · FXED

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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$7.1B
3	BFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.49%	−0.9%	−2.7%	−1.9%	+6.7%	+1.4%	−6.2%	$40M

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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$7.1B
3	BFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.49%	−0.9%	−2.7%	−1.9%	+6.7%	+1.4%	−6.2%	$40M

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

ICVT vs FXED

ICVT

iShares Convertible Bond

$11,499

FXED

Sound Enhanced Fixed Income

$10,715

MeasureICVTFXED

Fee0.20%0.49%

Cost on $10k a year$20$49

Yield1.63%7.49%

5 years, per year+2.8%+1.4%

3 years, per year+14.7%+6.7%

Worst drop · 1Y−18.6%−6.2%

Volatility · 1Y18.7%8.9%

3–3measures won
level

0.0%

holdings shared

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ICVT, FXED, SGOV

Today

0.0%most shared, ICVT and FXED

ICVTFXEDSGOV

ICVT—0.0%[…]

FXED0.0%—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$700most kept, FXED

FXED$749 − $49 = $700

SGOV$363 − $9 = $354

ICVT$163 − $20 = $143

KeptFee

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