ISTB vs ICVT

AISTB

BICVT

Measures won4–2ISTB wins · of 6 · 5Y

$10,000 · 5Y$12,052ICVT · ISTB $11,090

Lowest cost0.06%ISTB · $6 on $10k

Most income4.36%ISTB · $436 on $10k

Smallest drop−1.6%ISTB · worst fall in 1Y

Held in common[…]ISTB and ICVT

ISTB

ICVT

iShares Core 1-5 Year USD Bond ETF · $5.3BiShares Convertible Bond ETF · $7.2B

+5.2%3 years · per year$11,634 · $15,677+16.2%

+2.1%5 years · per year$11,090 · $12,052+3.8%

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

4.36%12-mo yield$436 · $157 on $10k1.57%

−1.6%Worst dropSmaller wins−16.3%

1.9%VolatilityLower wins18.4%

4–2ISTB wins

$10,000 · 5 yearsOne scale

Shared top holdingsISTB · 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	AISTB	iShares Core 1-5 Year USD Bond ETFRead Desk		0.06%	4.36%	+0.2%	+1.0%	+1.9%	+5.2%	+2.1%	−1.6%	$5.3B

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	AISTB	iShares Core 1-5 Year USD Bond ETFRead Desk		0.06%	4.36%	+0.2%	+1.0%	+1.9%	+5.2%	+2.1%	−1.6%	$5.3B

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

ISTB vs ICVT

ISTB

iShares Core 1-5 Year USD Bond

$11,090

ICVT

iShares Convertible Bond

$12,052

MeasureISTBICVT

Fee0.06%0.20%

Cost on $10k a year$6$20

Yield4.36%1.57%

5 years, per year+2.1%+3.8%

3 years, per year+5.2%+16.2%

Worst drop · 1Y−1.6%−16.3%

Volatility · 1Y1.9%18.4%

4–2measures won
ISTB 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: ISTB, ICVT

Today

[…]holdings […]

ISTBICVT

ISTB—[…]

ICVT[…]—

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

Income After Fees on $10,000

$430most kept, ISTB

ISTB$436 − $6 = $430

ICVT$157 − $20 = $137

KeptFee

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