ICVT vs NFLT

AICVT

BNFLT

Measures won2–4NFLT wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · NFLT $11,544

Lowest cost0.09%SGOV · $9 on $10k

Most income5.52%NFLT · $552 on $10k

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

Held in common0.0%ICVT and NFLT

ICVT

NFLT

iShares Convertible Bond ETF · $6.9BVirtus Newfleet Multi-Sector Bond ETF · $558M

+14.7%3 years · per year$15,083 · $12,535+7.8%

+2.8%5 years · per year$11,499 · $11,544+2.9%

0.20%Expense ratio$20 · $50 on $10k · lower wins0.50%

1.63%12-mo yield$163 · $552 on $10k5.52%

−18.6%Worst dropSmaller wins−3.0%

18.7%VolatilityLower wins4.3%

2–4NFLT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICVT · NFLT

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%	$116.9B
2	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.52%	+0.4%	+1.2%	+2.0%	+7.8%	+2.9%	−3.0%	$558M
3	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$6.9B

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%	$116.9B
2	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.52%	+0.4%	+1.2%	+2.0%	+7.8%	+2.9%	−3.0%	$558M
3	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$6.9B

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 NFLT

ICVT

iShares Convertible Bond

$11,499

NFLT

Virtus Newfleet Multi-Sector Bond

$11,544

MeasureICVTNFLT

Fee0.20%0.50%

Cost on $10k a year$20$50

Yield1.63%5.52%

5 years, per year+2.8%+2.9%

3 years, per year+14.7%+7.8%

Worst drop · 1Y−18.6%−3.0%

Volatility · 1Y18.7%4.3%

4–2measures won
NFLT first

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ICVT, NFLT, SGOV

Today

0.0%most shared, ICVT and NFLT

ICVTNFLTSGOV

ICVT—0.0%[…]

NFLT0.0%—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$502most kept, NFLT

NFLT$552 − $50 = $502

SGOV$363 − $9 = $354

ICVT$163 − $20 = $143

KeptFee

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