ILS vs ICVT

AILS

BICVT

Measures won3–1ILS wins · of 6 · 5Y

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

Lowest cost0.07%BNDX · $7 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 · $7.0B

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

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

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

7.98%12-mo yield$798 · $158 on $10k1.58%

−1.8%Worst dropSmaller wins−18.6%

4.3%VolatilityLower wins18.7%

3–1ILS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILS · ICVT

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

Held in common[…]

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	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$7.0B
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	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 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$7.0B
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	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 9, 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

$11,726

MeasureILSICVT

Fee2.65%0.20%

Cost on $10k a year$265$20

Yield7.98%1.58%

5 years, per year[…]+3.2%

3 years, per year[…]+15.4%

Worst drop · 1Y−1.8%−18.6%

Volatility · 1Y4.3%18.7%

3–1measures won
ILS first

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: ILS, ICVT, BNDX

Today

[…]holdings […]

ILSICVTBNDX

ILS—[…][…]

ICVT[…]—[…]

BNDX[…][…]—

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

Income After Fees on $10,000

$533most kept, ILS

ILS$798 − $265 = $533

BNDX$463 − $7 = $456

ICVT$158 − $20 = $138

KeptFee

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