ILTB vs ICVT

AILTB

BICVT

Measures won4–2ILTB wins · of 6 · 5Y

$10,000 · 5Y$12,052ICVT · ILTB $8,059

Lowest cost0.06%ILTB · $6 on $10k

Most income5.22%ILTB · $522 on $10k

Smallest drop−9.8%ILTB · worst fall in 1Y

Held in common[…]ILTB and ICVT

ILTB

ICVT

iShares Core 10+ Year USD Bond ETF · $594MiShares Convertible Bond ETF · $7.1B

+6.3%3 years · per year$12,013 · $15,677+16.2%

−4.2%5 years · per year$8,060 · $12,052+3.8%

0.06%Expense ratio$6 · $20 on $10k · lower wins0.20%

5.22%12-mo yield$522 · $157 on $10k1.57%

−9.8%Worst dropSmaller wins−16.3%

8.1%VolatilityLower wins18.4%

4–2ILTB wins

$10,000 · 5 yearsOne scale

Shared top holdingsILTB · 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%	$7.1B
2	AILTB	iShares Core 10+ Year USD Bond ETFRead Desk		0.06%	5.22%	+0.9%	−2.2%	−2.9%	+6.3%	−4.2%	−9.8%	$594M

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%	$7.1B
2	AILTB	iShares Core 10+ Year USD Bond ETFRead Desk		0.06%	5.22%	+0.9%	−2.2%	−2.9%	+6.3%	−4.2%	−9.8%	$594M

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

ILTB vs ICVT

ILTB

iShares Core 10+ Year USD Bond

$8,059

ICVT

iShares Convertible Bond

$12,052

MeasureILTBICVT

Fee0.06%0.20%

Cost on $10k a year$6$20

Yield5.22%1.57%

5 years, per year−4.2%+3.8%

3 years, per year+6.3%+16.2%

Worst drop · 1Y−9.8%−16.3%

Volatility · 1Y8.1%18.4%

4–2measures won
ILTB 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ILTB, ICVT

Today

[…]holdings […]

ILTBICVT

ILTB—[…]

ICVT[…]—

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

Income After Fees on $10,000

$516most kept, ILTB

ILTB$522 − $6 = $516

ICVT$157 − $20 = $137

KeptFee

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