OBND vs ICVT

AOBND

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · ICVT $11,630

Lowest cost0.09%SGOV · $9 on $10k

Most income6.72%OBND · $672 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%OBND and ICVT

OBND

ICVT

State Street Loomis Sayles Opportunistic Bond ETF · $31MiShares Convertible Bond ETF · $6.9B

+6.9%3 years · per year$12,207 · $15,247+15.1%

+2.1%5 years · per year$11,090 · $11,630+3.1%

0.55%Expense ratio$55 · $20 on $10k · lower wins0.20%

6.72%12-mo yield$672 · $161 on $10k1.61%

−2.9%Worst dropSmaller wins−18.6%

3.8%VolatilityLower wins18.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOBND · ICVT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.61%	+1.2%	+4.4%	+0.4%	+15.1%	+3.1%	−18.6%	$6.9B
3	AOBND	State Street Loomis Sayles Opportunistic Bond ETFRead Desk	0.55%	6.72%	0.0%	+0.7%	+1.4%	+6.9%	+2.1%	−2.9%	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.61%	+1.2%	+4.4%	+0.4%	+15.1%	+3.1%	−18.6%	$6.9B
3	AOBND	State Street Loomis Sayles Opportunistic Bond ETFRead Desk	0.55%	6.72%	0.0%	+0.7%	+1.4%	+6.9%	+2.1%	−2.9%	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OBND vs ICVT

OBND

Loomis Sayles Opportunistic Bond

$11,090

ICVT

iShares Convertible Bond

$11,630

MeasureOBNDICVT

Fee0.55%0.20%

Cost on $10k a year$55$20

Yield6.72%1.61%

5 years, per year+2.1%+3.1%

3 years, per year+6.9%+15.1%

Worst drop · 1Y−2.9%−18.6%

Volatility · 1Y3.8%18.7%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: OBND, ICVT, SGOV

Today

0.0%most shared, OBND and ICVT

OBNDICVTSGOV

OBND—0.0%[…]

ICVT0.0%—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$617most kept, OBND

OBND$672 − $55 = $617

SGOV$363 − $9 = $354

ICVT$161 − $20 = $141

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee