ICVT vs SSFI

AICVT

BSSFI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,499ICVT · VCIT $10,508

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop−4.8%SSFI · worst fall in 1Y

Held in common0.0%ICVT and SSFI

ICVT

SSFI

iShares Convertible Bond ETF · $7.1BDay Hagan Smart Sector Fixed Income ETF · $28M

+14.7%3 years · per year$15,083 · $11,449+4.6%

+2.8%5 years · per year$11,499 · $9,756−0.5%

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

1.63%12-mo yield$163 · $386 on $10k3.86%

−18.6%Worst dropSmaller wins−4.8%

18.7%VolatilityLower wins4.0%

3–3Level

$10,000 · 5 yearsAll three, 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 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	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$7.1B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	BSSFI	Day Hagan Smart Sector Fixed Income ETFRead Desk	0.76%	3.86%	+0.2%	−0.7%	−0.5%	+4.6%	−0.5%	−4.8%	$28M

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	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$7.1B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	BSSFI	Day Hagan Smart Sector Fixed Income ETFRead Desk	0.76%	3.86%	+0.2%	−0.7%	−0.5%	+4.6%	−0.5%	−4.8%	$28M

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 SSFI

ICVT

iShares Convertible Bond

$11,499

SSFI

Day Hagan Smart Sector Fixed Income

$9,756

MeasureICVTSSFI

Fee0.20%0.76%

Cost on $10k a year$20$76

Yield1.63%3.86%

5 years, per year+2.8%−0.5%

3 years, per year+14.7%+4.6%

Worst drop · 1Y−18.6%−4.8%

Volatility · 1Y18.7%4.0%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ICVT, SSFI, VCIT

Today

0.0%most shared, ICVT and SSFI

ICVTSSFIVCIT

ICVT—0.0%[…]

SSFI0.0%—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

SSFI$386 − $76 = $310

ICVT$163 − $20 = $143

KeptFee

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