FCVT vs BND

AFCVT

BBND

Measures won2–4BND wins · of 6 · 5Y

$10,000 · 5Y$11,544NFLT · FCVT $10,869

Lowest cost0.03%BND · $3 on $10k

Most income5.52%NFLT · $552 on $10k

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

Held in common[…]FCVT and BND

FCVT

BND

First Trust SSI Strategic Convertible Securities ETF · $78MVanguard Total Bond Market ETF · $161B

+14.8%3 years · per year$15,114 · $11,761+5.6%

+1.7%5 years · per year$10,869 · $9,983−0.0%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

1.29%12-mo yield$129 · $412 on $10k4.12%

−22.3%Worst dropSmaller wins−4.5%

21.1%VolatilityLower wins4.0%

2–4BND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCVT · BND

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

All Three

5Y3 funds

#
1	NFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.52%	+0.4%	+1.2%	+2.0%	+7.8%	+2.9%	−3.0%	$558M
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.29%	−4.5%	−0.8%	−1.8%	+14.8%	+1.7%	−22.3%	$78M
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

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

All Three

5Y3 funds

#
1	NFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.52%	+0.4%	+1.2%	+2.0%	+7.8%	+2.9%	−3.0%	$558M
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.29%	−4.5%	−0.8%	−1.8%	+14.8%	+1.7%	−22.3%	$78M
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

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

FCVT vs BND

FCVT

First Trust SSI Strategic Convertible Securities

$10,869

BND

Vanguard Total Bond Market

$9,983

MeasureFCVTBND

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.29%4.12%

5 years, per year+1.7%−0.0%

3 years, per year+14.8%+5.6%

Worst drop · 1Y−22.3%−4.5%

Volatility · 1Y21.1%4.0%

4–2measures won
BND first

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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NFLT, FCVT, BND

Today

0.1%most shared, NFLT and FCVT

NFLTFCVTBND

NFLT—0.1%[…]

FCVT0.1%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$502most kept, NFLT

NFLT$552 − $50 = $502

BND$412 − $3 = $409

FCVT$129 − $95 = $34

KeptFee

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