ICVT vs BND

AICVT

BBND

Measures won2–4BND wins · of 6 · 5Y

$10,000 · 5Y$11,726ICVT · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income4.51%LGOV · $451 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]ICVT and BND

ICVT

BND

iShares Convertible Bond ETF · $7.0BVanguard Total Bond Market ETF · $161B

+15.4%3 years · per year$15,356 · $11,576+5.0%

+3.2%5 years · per year$11,726 · $9,985−0.0%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.58%12-mo yield$158 · $412 on $10k4.12%

−18.6%Worst dropSmaller wins−4.5%

18.7%VolatilityLower wins4.0%

2–4BND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsICVT · BND

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	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$7.0B
2	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	LGOV	First Trust Long Duration Opportunities ETFRead Desk	0.49%	4.51%	+0.3%	−2.1%	−2.1%	+5.1%	−2.4%	−10.6%	$618M

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	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.58%	+1.8%	+6.4%	+3.8%	+15.4%	+3.2%	−18.6%	$7.0B
2	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	LGOV	First Trust Long Duration Opportunities ETFRead Desk	0.49%	4.51%	+0.3%	−2.1%	−2.1%	+5.1%	−2.4%	−10.6%	$618M

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

ICVT vs BND

ICVT

iShares Convertible Bond

$11,726

BND

Vanguard Total Bond Market

$9,985

MeasureICVTBND

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.58%4.12%

5 years, per year+3.2%−0.0%

3 years, per year+15.4%+5.0%

Worst drop · 1Y−18.6%−4.5%

Volatility · 1Y18.7%4.0%

4–2measures won
BND first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

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

Overlap: LGOV, ICVT, BND

Today

0.0%most shared, LGOV and ICVT

LGOVICVTBND

LGOV—0.0%[…]

ICVT0.0%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

LGOV$451 − $49 = $402

ICVT$158 − $20 = $138

KeptFee

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