ILS vs ICVT

AILS

BICVT

Measures won3–1ILS wins · of 6 · 5Y

$10,000 · 5Y$12,052ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income7.98%ILS · $798 on $10k

Smallest drop−1.8%ILS · worst fall in 1Y

Held in common[…]ILS and ICVT

ILS

ICVT

Brookmont Catastrophic Bond ETF · $126MiShares Convertible Bond ETF · $7.2B

[…]3 years · per year[…] · $15,677+16.2%

[…]5 years · per year[…] · $12,052+3.8%

2.65%Expense ratio$265 · $20 on $10k · lower wins0.20%

7.98%12-mo yield$798 · $157 on $10k1.57%

−1.8%Worst dropSmaller wins−16.3%

4.3%VolatilityLower wins18.4%

3–1ILS wins

$10,000 · 5 yearsOne scale

Shared top holdingsILS · ICVT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.2B
2	AILS	Brookmont Catastrophic Bond ETFRead Desk		2.65%	7.98%	0.0%	+8.1%	+9.2%	new	new	−1.8%	$126M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.2B
2	AILS	Brookmont Catastrophic Bond ETFRead Desk		2.65%	7.98%	0.0%	+8.1%	+9.2%	new	new	−1.8%	$126M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILS vs ICVT

ILS

Brookmont Catastrophic Bond

[…]

ICVT

iShares Convertible Bond

$12,052

MeasureILSICVT

Fee2.65%0.20%

Cost on $10k a year$265$20

Yield7.98%1.57%

5 years, per year[…]+3.8%

3 years, per year[…]+16.2%

Worst drop · 1Y−1.8%−16.3%

Volatility · 1Y4.3%18.4%

3–1measures won
ILS first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ILS, ICVT

Today

[…]holdings […]

ILSICVT

ILS—[…]

ICVT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$533most kept, ILS

ILS$798 − $265 = $533

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee