NFLT vs FCVT

ANFLT

BFCVT

Measures won4–2NFLT wins · of 6 · 5Y

$10,000 · 5Y$11,591FCVT · NFLT $11,516

Lowest cost0.50%NFLT · $50 on $10k

Most income5.54%NFLT · $554 on $10k

Smallest drop−3.0%NFLT · worst fall in 1Y

Held in common0.1%NFLT and FCVT

NFLT

FCVT

Virtus Newfleet Multi-Sector Bond ETF · $558MFirst Trust SSI Strategic Convertible Securities ETF · $78M

+7.8%3 years · per year$12,513 · $15,818+16.5%

+2.9%5 years · per year$11,516 · $11,591+3.0%

0.50%Expense ratio$50 · $95 on $10k · lower wins0.95%

5.54%12-mo yield$554 · $123 on $10k1.23%

−3.0%Worst dropSmaller wins−19.3%

4.2%VolatilityLower wins20.8%

4–2NFLT wins

$10,000 · 5 yearsOne scale

Shared top holdingsNFLT · FCVT

0.0%GOOGM3.7%

0.0%GOOGN0.8%

0.0%BTSGU0.8%

0.0%METAM1.5%

Held in common0.1%

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	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$78M
2	ANFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.54%	−0.1%	+0.8%	+1.7%	+7.8%	+2.9%	−3.0%	$558M

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	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$78M
2	ANFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.54%	−0.1%	+0.8%	+1.7%	+7.8%	+2.9%	−3.0%	$558M

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

NFLT vs FCVT

NFLT

Virtus Newfleet Multi-Sector Bond

$11,516

FCVT

First Trust SSI Strategic Convertible Securities

$11,591

MeasureNFLTFCVT

Fee0.50%0.95%

Cost on $10k a year$50$95

Yield5.54%1.23%

5 years, per year+2.9%+3.0%

3 years, per year+7.8%+16.5%

Worst drop · 1Y−3.0%−19.3%

Volatility · 1Y4.2%20.8%

4–2measures won
NFLT first

0.1%

holdings shared

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: NFLT, FCVT

Today

0.1%most shared, NFLT and FCVT

NFLTFCVT

NFLT—0.1%

FCVT0.1%—

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

Income After Fees on $10,000

$504most kept, NFLT

NFLT$554 − $50 = $504

FCVT$123 − $95 = $28

KeptFee

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