LEMB vs ICVT

ALEMB

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,499ICVT · LEMB $10,919

Lowest cost0.20%ICVT · $20 on $10k

Most income2.40%LEMB · $240 on $10k

Smallest drop−6.0%LEMB · worst fall in 1Y

Held in common[…]LEMB and ICVT

LEMB

ICVT

iShares J.P. Morgan EM Local Currency Bond ETF · $775MiShares Convertible Bond ETF · $7.1B

+8.4%3 years · per year$12,737 · $15,677+16.2%

+1.8%5 years · per year$10,937 · $12,052+3.8%

0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%

2.40%12-mo yield$240 · $157 on $10k1.57%

−6.0%Worst dropSmaller wins−16.3%

6.6%VolatilityLower wins18.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLEMB · 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%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	ALEMB	iShares J.P. Morgan EM Local Currency Bond ETFRead Desk		0.30%	2.40%	+0.7%	+1.7%	+4.5%	+8.4%	+1.8%	−6.0%	$775M

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%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	ALEMB	iShares J.P. Morgan EM Local Currency Bond ETFRead Desk		0.30%	2.40%	+0.7%	+1.7%	+4.5%	+8.4%	+1.8%	−6.0%	$775M

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

LEMB vs ICVT

LEMB

iShares J.P. Morgan EM Local Currency Bond

$10,937

ICVT

iShares Convertible Bond

$12,052

MeasureLEMBICVT

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield2.40%1.57%

5 years, per year+1.8%+3.8%

3 years, per year+8.4%+16.2%

Worst drop · 1Y−6.0%−16.3%

Volatility · 1Y6.6%18.4%

3–3measures won
level

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: LEMB, ICVT

Today

[…]holdings […]

LEMBICVT

LEMB—[…]

ICVT[…]—

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

Income After Fees on $10,000

$210most kept, LEMB

LEMB$240 − $30 = $210

ICVT$157 − $20 = $137

KeptFee

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