NFLT vs FCVT

ANFLT

BFCVT

Measures won5–1NFLT wins · of 6 · 5Y

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

Lowest cost0.03%VCIT · $3 on $10k

Most income5.52%NFLT · $552 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$12,535 · $15,114+14.8%

+2.9%5 years · per year$11,544 · $10,869+1.7%

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

5.52%12-mo yield$552 · $129 on $10k1.29%

−3.0%Worst dropSmaller wins−22.3%

4.3%VolatilityLower wins21.1%

5–1NFLT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNFLT · FCVT

0.0%GOOGM3.8%

0.0%GOOGN0.9%

0.0%BTSGU0.8%

0.0%METAM1.5%

Held in common0.1%

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	ANFLT	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	BFCVT	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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B

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	ANFLT	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	BFCVT	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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B

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

NFLT vs FCVT

NFLT

Virtus Newfleet Multi-Sector Bond

$11,544

FCVT

First Trust SSI Strategic Convertible Securities

$10,869

MeasureNFLTFCVT

Fee0.50%0.95%

Cost on $10k a year$50$95

Yield5.52%1.29%

5 years, per year+2.9%+1.7%

3 years, per year+7.8%+14.8%

Worst drop · 1Y−3.0%−22.3%

Volatility · 1Y4.3%21.1%

5–1measures won
NFLT first

0.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NFLT, FCVT, VCIT

Today

0.1%most shared, NFLT and FCVT

NFLTFCVTVCIT

NFLT—0.1%[…]

FCVT0.1%—[…]

VCIT[…][…]—

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

VCIT$502 − $3 = $499

FCVT$129 − $95 = $34

KeptFee

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