ICVT vs SSFI

AICVT

BSSFI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,726ICVT · MUB $10,432

Lowest cost0.05%MUB · $5 on $10k

Most income4.63%BNDX · $463 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common0.0%ICVT and SSFI

ICVT

SSFI

iShares Convertible Bond ETF · $7.0BDay Hagan Smart Sector Fixed Income ETF · $29M

+15.4%3 years · per year$15,356 · $11,300+4.2%

+3.2%5 years · per year$11,726 · $9,774−0.5%

0.20%Expense ratio$20 · $76 on $10k · lower wins0.76%

1.58%12-mo yield$158 · $386 on $10k3.86%

−18.6%Worst dropSmaller wins−4.8%

18.7%VolatilityLower wins4.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsICVT · SSFI

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

All Four

5Y4 funds

#
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	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.63%	+0.1%	+1.0%	+0.4%	+4.4%	+0.5%	−3.2%	$82.9B
4	BSSFI	Day Hagan Smart Sector Fixed Income ETFRead Desk	0.76%	3.86%	0.0%	−0.8%	−0.6%	+4.2%	−0.5%	−4.8%	$29M

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

All Four

5Y4 funds

#
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	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.63%	+0.1%	+1.0%	+0.4%	+4.4%	+0.5%	−3.2%	$82.9B
4	BSSFI	Day Hagan Smart Sector Fixed Income ETFRead Desk	0.76%	3.86%	0.0%	−0.8%	−0.6%	+4.2%	−0.5%	−4.8%	$29M

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 SSFI

ICVT

iShares Convertible Bond

$11,726

SSFI

Day Hagan Smart Sector Fixed Income

$9,774

MeasureICVTSSFI

Fee0.20%0.76%

Cost on $10k a year$20$76

Yield1.58%3.86%

5 years, per year+3.2%−0.5%

3 years, per year+15.4%+4.2%

Worst drop · 1Y−18.6%−4.8%

Volatility · 1Y18.7%4.0%

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, SSFI, BNDX, MUB

Today

0.0%most shared, ICVT and SSFI

ICVTSSFIBNDXMUB

ICVT—0.0%[…][…]

SSFI0.0%—[…][…]

BNDX[…][…]—[…]

MUB[…][…][…]—

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

Income After Fees on $10,000

$456most kept, BNDX

BNDX$463 − $7 = $456

MUB$326 − $5 = $321

SSFI$386 − $76 = $310

ICVT$158 − $20 = $138

KeptFee

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