ICVT vs JBND

AICVT

BJBND

Measures won2–3JBND wins · of 6 · 5Y

$10,000 · 5Y$12,052ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income4.60%JBND · $460 on $10k

Smallest drop−4.7%JBND · worst fall in 1Y

Held in common[…]ICVT and JBND

ICVT

JBND

iShares Convertible Bond ETF · $7.1BJPMorgan Active Bond ETF · $9.5B

+16.2%3 years · per year$15,677 · $12,065+6.5%

+3.8%5 years · per year$12,052 · […][…]

0.20%Expense ratio$20 · $25 on $10k · lower wins0.25%

1.57%12-mo yield$157 · $460 on $10k4.60%

−16.3%Worst dropSmaller wins−4.7%

18.4%VolatilityLower wins4.0%

2–3JBND wins

$10,000 · 5 yearsOne scale

Shared top holdingsICVT · JBND

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

Held in common[…]

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	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.60%	+0.4%	−0.2%	+0.7%	+6.5%	new	−4.7%	$9.5B

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	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.60%	+0.4%	−0.2%	+0.7%	+6.5%	new	−4.7%	$9.5B

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 JBND

ICVT

iShares Convertible Bond

$12,052

JBND

JPMorgan Active Bond

[…]

MeasureICVTJBND

Fee0.20%0.25%

Cost on $10k a year$20$25

Yield1.57%4.60%

5 years, per year+3.8%[…]

3 years, per year+16.2%+6.5%

Worst drop · 1Y−16.3%−4.7%

Volatility · 1Y18.4%4.0%

3–2measures won
JBND first

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, JBND

Today

[…]holdings […]

ICVTJBND

ICVT—[…]

JBND[…]—

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

Income After Fees on $10,000

$435most kept, JBND

JBND$460 − $25 = $435

ICVT$157 − $20 = $137

KeptFee

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