ICVT vs FXED

AICVT

BFXED

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,630ICVT · FXED $10,812

Lowest cost0.03%VCIT · $3 on $10k

Most income7.43%FXED · $743 on $10k

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

Held in common0.0%ICVT and FXED

ICVT

FXED

iShares Convertible Bond ETF · $6.9BSound Enhanced Fixed Income ETF · $40M

+15.1%3 years · per year$15,247 · $12,100+6.6%

+3.1%5 years · per year$11,630 · $10,812+1.6%

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

1.61%12-mo yield$161 · $743 on $10k7.43%

−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 6, 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	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	BFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.43%	+0.8%	−1.9%	−0.8%	+6.6%	+1.6%	−6.2%	$40M
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

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

All Three

5Y3 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	BFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.43%	+0.8%	−1.9%	−0.8%	+6.6%	+1.6%	−6.2%	$40M
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

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 FXED

ICVT

iShares Convertible Bond

$11,630

FXED

Sound Enhanced Fixed Income

$10,812

MeasureICVTFXED

Fee0.20%0.49%

Cost on $10k a year$20$49

Yield1.61%7.43%

5 years, per year+3.1%+1.6%

3 years, per year+15.1%+6.6%

Worst drop · 1Y−18.6%−6.2%

Volatility · 1Y18.7%8.9%

3–3measures won
level

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, FXED, VCIT

Today

0.0%most shared, ICVT and FXED

ICVTFXEDVCIT

ICVT—0.0%[…]

FXED0.0%—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$694most kept, FXED

FXED$743 − $49 = $694

VCIT$502 − $3 = $499

ICVT$161 − $20 = $141

KeptFee

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