ICVT vs TMB

AICVT

BTMB

Measures won1–3TMB wins · of 6 · 5Y

$10,000 · 5Y$11,726ICVT · BNDX $10,239

Lowest cost0.07%BNDX · $7 on $10k

Most income4.63%BNDX · $463 on $10k

Smallest drop−2.7%TMB · worst fall in 1Y

Held in common0.0%ICVT and TMB

ICVT

TMB

iShares Convertible Bond ETF · $6.9BThornburg Multi Sector Bond ETF · $322M

+15.4%3 years · per year$15,356 · […][…]

+3.2%5 years · per year$11,726 · […][…]

0.20%Expense ratio$20 · $55 on $10k · lower wins0.55%

1.58%12-mo yield$158 · $429 on $10k4.29%

−18.6%Worst dropSmaller wins−2.7%

18.7%VolatilityLower wins3.2%

1–3TMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICVT · TMB

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 Three

5Y3 funds

#
1	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$6.9B
2	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
3	BTMB	Thornburg Multi Sector Bond ETFRead Desk	0.55%	4.29%	+0.1%	+1.0%	+1.7%	new	new	−2.7%	$322M

End-of-day Nov 9, 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%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$6.9B
2	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
3	BTMB	Thornburg Multi Sector Bond ETFRead Desk	0.55%	4.29%	+0.1%	+1.0%	+1.7%	new	new	−2.7%	$322M

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 TMB

ICVT

iShares Convertible Bond

$11,726

TMB

Thornburg Multi Sector Bond

[…]

MeasureICVTTMB

Fee0.20%0.55%

Cost on $10k a year$20$55

Yield1.58%4.29%

5 years, per year+3.2%[…]

3 years, per year+15.4%[…]

Worst drop · 1Y−18.6%−2.7%

Volatility · 1Y18.7%3.2%

3–1measures won
TMB first

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%

$120BAssets$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, TMB, BNDX

Today

0.0%most shared, ICVT and TMB

ICVTTMBBNDX

ICVT—0.0%[…]

TMB0.0%—[…]

BNDX[…][…]—

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

TMB$429 − $55 = $374

ICVT$158 − $20 = $138

KeptFee

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