ICVT vs LGOV

AICVT

BLGOV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,726ICVT · LGOV $8,872

Lowest cost0.20%ICVT · $20 on $10k

Most income4.51%LGOV · $451 on $10k

Smallest drop−10.6%LGOV · worst fall in 1Y

Held in common0.0%ICVT and LGOV

ICVT

LGOV

iShares Convertible Bond ETF · $7.0BFirst Trust Long Duration Opportunities ETF · $618M

+15.4%3 years · per year$15,356 · $11,624+5.1%

+3.2%5 years · per year$11,726 · $8,872−2.4%

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

1.58%12-mo yield$158 · $451 on $10k4.51%

−18.6%Worst dropSmaller wins−10.6%

18.7%VolatilityLower wins7.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsICVT · LGOV

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

Held in common0.0%

End-of-day Nov 9, 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%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$7.0B
2	BLGOV	First Trust Long Duration Opportunities ETFRead Desk		0.49%	4.51%	+0.3%	−2.1%	−2.1%	+5.1%	−2.4%	−10.6%	$618M

End-of-day Nov 9, 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%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$7.0B
2	BLGOV	First Trust Long Duration Opportunities ETFRead Desk		0.49%	4.51%	+0.3%	−2.1%	−2.1%	+5.1%	−2.4%	−10.6%	$618M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ICVT vs LGOV

ICVT

iShares Convertible Bond

$11,726

LGOV

First Trust Long Duration Opportunities

$8,872

MeasureICVTLGOV

Fee0.20%0.49%

Cost on $10k a year$20$49

Yield1.58%4.51%

5 years, per year+3.2%−2.4%

3 years, per year+15.4%+5.1%

Worst drop · 1Y−18.6%−10.6%

Volatility · 1Y18.7%7.7%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ICVT, LGOV

Today

0.0%most shared, ICVT and LGOV

ICVTLGOV

ICVT—0.0%

LGOV0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$402most kept, LGOV

LGOV$451 − $49 = $402

ICVT$158 − $20 = $138

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee