ICVT vs SCHD

AICVT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · ICVT $11,630

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.0%ICVT and SCHD

ICVT

SCHD

iShares Convertible Bond ETF · $6.9BSchwab U.S. Dividend Equity ETF · $120B

+15.1%3 years · per year$15,247 · $17,266+20.0%

+3.1%5 years · per year$11,630 · $16,267+10.2%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

1.61%12-mo yield$161 · $300 on $10k3.00%

−18.6%Worst dropSmaller wins−6.9%

18.7%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICVT · SCHD

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.61%	+1.2%	+4.4%	+0.4%	+15.1%	+3.1%	−18.6%	$6.9B
3	BND	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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.61%	+1.2%	+4.4%	+0.4%	+15.1%	+3.1%	−18.6%	$6.9B
3	BND	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 SCHD

ICVT

iShares Convertible Bond

$11,630

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureICVTSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.61%3.00%

5 years, per year+3.1%+10.2%

3 years, per year+15.1%+20.0%

Worst drop · 1Y−18.6%−6.9%

Volatility · 1Y18.7%11.7%

6–0measures won
SCHD first

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

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

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, SCHD, BND

Today

0.0%most shared, ICVT and SCHD

ICVTSCHDBND

ICVT—0.0%[…]

SCHD0.0%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SCHD$300 − $6 = $294

ICVT$161 − $20 = $141

KeptFee

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