NFLT vs FCVT

ANFLT

BFCVT

Measures won5–1NFLT wins · of 6 · 5Y

$10,000 · 5Y$11,587NFLT · FCVT $11,162

Lowest cost0.03%VCIT · $3 on $10k

Most income5.50%NFLT · $550 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 · $560MFirst Trust SSI Strategic Convertible Securities ETF · $75M

+7.6%3 years · per year$12,456 · $15,387+15.4%

+3.0%5 years · per year$11,587 · $11,162+2.2%

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

5.50%12-mo yield$550 · $125 on $10k1.25%

−3.0%Worst dropSmaller wins−22.3%

4.2%VolatilityLower wins21.2%

5–1NFLT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNFLT · FCVT

0.0%GOOGM3.9%

0.0%GOOGN0.9%

0.0%BTSGU0.8%

0.0%METAM1.6%

Held in common0.1%

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 Four

5Y4 funds

#
1	ANFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.50%	0.0%	+1.5%	+2.3%	+7.6%	+3.0%	−3.0%	$560M
2	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.25%	+2.5%	+2.5%	+1.5%	+15.4%	+2.2%	−22.3%	$75M
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ANFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.50%	0.0%	+1.5%	+2.3%	+7.6%	+3.0%	−3.0%	$560M
2	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.25%	+2.5%	+2.5%	+1.5%	+15.4%	+2.2%	−22.3%	$75M
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B

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

NFLT vs FCVT

NFLT

Virtus Newfleet Multi-Sector Bond

$11,587

FCVT

First Trust SSI Strategic Convertible Securities

$11,162

MeasureNFLTFCVT

Fee0.50%0.95%

Cost on $10k a year$50$95

Yield5.50%1.25%

5 years, per year+3.0%+2.2%

3 years, per year+7.6%+15.4%

Worst drop · 1Y−3.0%−22.3%

Volatility · 1Y4.2%21.2%

5–1measures won
NFLT first

0.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: NFLT, FCVT, MUB, VCIT

Today

0.1%most shared, NFLT and FCVT

NFLTFCVTMUBVCIT

NFLT—0.1%[…][…]

FCVT0.1%—[…][…]

MUB[…][…]—[…]

VCIT[…][…][…]—

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

Income After Fees on $10,000

$500most kept, NFLT

NFLT$550 − $50 = $500

VCIT$502 − $3 = $499

MUB$326 − $5 = $321

FCVT$125 − $95 = $30

KeptFee

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