ICVT vs BND

AICVT

BBND

Measures won2–4BND wins · of 6 · 5Y

$10,000 · 5Y$11,630ICVT · NFLT $11,580

Lowest cost0.03%BND · $3 on $10k

Most income5.50%NFLT · $550 on $10k

Smallest drop−3.0%NFLT · worst fall in 1Y

Held in common[…]ICVT and BND

ICVT

BND

iShares Convertible Bond ETF · $6.9BVanguard Total Bond Market ETF · $161B

+15.1%3 years · per year$15,247 · $11,637+5.2%

+3.1%5 years · per year$11,630 · $9,974−0.1%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.61%12-mo yield$161 · $412 on $10k4.12%

−18.6%Worst dropSmaller wins−4.5%

18.7%VolatilityLower wins4.0%

2–4BND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICVT · BND

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

Held in common[…]

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	NFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.50%	+0.4%	+1.5%	+2.8%	+7.9%	+3.0%	−3.0%	$558M
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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	NFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.50%	+0.4%	+1.5%	+2.8%	+7.9%	+3.0%	−3.0%	$558M
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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 BND

ICVT

iShares Convertible Bond

$11,630

BND

Vanguard Total Bond Market

$9,974

MeasureICVTBND

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.61%4.12%

5 years, per year+3.1%−0.1%

3 years, per year+15.1%+5.2%

Worst drop · 1Y−18.6%−4.5%

Volatility · 1Y18.7%4.0%

4–2measures won
BND first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

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

Overlap: ICVT, NFLT, BND

Today

0.0%most shared, ICVT and NFLT

ICVTNFLTBND

ICVT—0.0%[…]

NFLT0.0%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$500most kept, NFLT

NFLT$550 − $50 = $500

BND$412 − $3 = $409

ICVT$161 − $20 = $141

KeptFee

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