PFRL vs ICVT

APFRL

BICVT

Measures won3–2PFRL wins · of 6 · 5Y

$10,000 · 5Y$12,052ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income6.21%PFRL · $621 on $10k

Smallest drop−1.3%PFRL · worst fall in 1Y

Held in common0.0%PFRL and ICVT

PFRL

ICVT

PGIM Floating Rate Income ETF · $138MiShares Convertible Bond ETF · $7.1B

+7.9%3 years · per year$12,559 · $15,677+16.2%

[…]5 years · per year[…] · $12,052+3.8%

0.72%Expense ratio$72 · $20 on $10k · lower wins0.20%

6.21%12-mo yield$621 · $157 on $10k1.57%

−1.3%Worst dropSmaller wins−16.3%

2.1%VolatilityLower wins18.4%

3–2PFRL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFRL · ICVT

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

Held in common0.0%

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	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	APFRL	PGIM Floating Rate Income ETFRead Desk		0.72%	6.21%	+0.2%	+4.0%	+5.4%	+7.9%	new	−1.3%	$138M

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	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
2	APFRL	PGIM Floating Rate Income ETFRead Desk		0.72%	6.21%	+0.2%	+4.0%	+5.4%	+7.9%	new	−1.3%	$138M

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

PFRL vs ICVT

PFRL

PGIM Floating Rate Income

[…]

ICVT

iShares Convertible Bond

$12,052

MeasurePFRLICVT

Fee0.72%0.20%

Cost on $10k a year$72$20

Yield6.21%1.57%

5 years, per year[…]+3.8%

3 years, per year+7.9%+16.2%

Worst drop · 1Y−1.3%−16.3%

Volatility · 1Y2.1%18.4%

3–2measures won
PFRL first

0.0%

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: PFRL, ICVT

Today

0.0%most shared, PFRL and ICVT

PFRLICVT

PFRL—0.0%

ICVT0.0%—

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

Income After Fees on $10,000

$549most kept, PFRL

PFRL$621 − $72 = $549

ICVT$157 − $20 = $137

KeptFee

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