JCPI vs ICVT

AJCPI

BICVT

Measures won3–2JCPI wins · of 6 · 5Y

$10,000 · 5Y$11,499ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income4.24%JCPI · $424 on $10k

Smallest drop−3.7%JCPI · worst fall in 1Y

Held in common[…]JCPI and ICVT

JCPI

ICVT

JPMorgan Inflation Managed Bond ETF · $914MiShares Convertible Bond ETF · $7.1B

+5.5%3 years · per year$11,742 · $15,083+14.7%

[…]5 years · per year[…] · $11,499+2.8%

0.39%Expense ratio$39 · $20 on $10k · lower wins0.20%

4.24%12-mo yield$424 · $163 on $10k1.63%

−3.7%Worst dropSmaller wins−18.6%

3.4%VolatilityLower wins18.7%

3–2JCPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJCPI · ICVT

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

Held in common[…]

End-of-day Nov 5, 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%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$7.1B
2	AJCPI	JPMorgan Inflation Managed Bond ETFRead Desk		0.39%	4.24%	+0.3%	+0.1%	−0.1%	+5.5%	new	−3.7%	$914M

End-of-day Nov 5, 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%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$7.1B
2	AJCPI	JPMorgan Inflation Managed Bond ETFRead Desk		0.39%	4.24%	+0.3%	+0.1%	−0.1%	+5.5%	new	−3.7%	$914M

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

Cards for this view

JCPI vs ICVT

JCPI

JPMorgan Inflation Managed Bond

[…]

ICVT

iShares Convertible Bond

$11,499

MeasureJCPIICVT

Fee0.39%0.20%

Cost on $10k a year$39$20

Yield4.24%1.63%

5 years, per year[…]+2.8%

3 years, per year+5.5%+14.7%

Worst drop · 1Y−3.7%−18.6%

Volatility · 1Y3.4%18.7%

3–2measures won
JCPI first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JCPI, ICVT

Today

[…]holdings […]

JCPIICVT

JCPI—[…]

ICVT[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$385most kept, JCPI

JCPI$424 − $39 = $385

ICVT$163 − $20 = $143

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee