RDFI vs ICVT

ARDFI

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · ICVT $12,052

Lowest cost0.09%SGOV · $9 on $10k

Most income8.89%RDFI · $889 on $10k

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

Held in common0.0%RDFI and ICVT

RDFI

ICVT

Rareview Dynamic Fixed Income ETF · $71MiShares Convertible Bond ETF · $7.1B

+11.8%3 years · per year$13,974 · $15,677+16.2%

+1.9%5 years · per year$10,990 · $12,052+3.8%

4.23%Expense ratio$423 · $20 on $10k · lower wins0.20%

8.89%12-mo yield$889 · $157 on $10k1.57%

−9.4%Worst dropSmaller wins−16.3%

8.3%VolatilityLower wins18.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRDFI · 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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
3	ARDFI	Rareview Dynamic Fixed Income ETFRead Desk	4.23%	8.89%	+0.9%	−1.2%	−0.7%	+11.8%	+1.9%	−9.4%	$71M

End-of-day Nov 4, 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%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.1B
3	ARDFI	Rareview Dynamic Fixed Income ETFRead Desk	4.23%	8.89%	+0.9%	−1.2%	−0.7%	+11.8%	+1.9%	−9.4%	$71M

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

RDFI vs ICVT

RDFI

Rareview Dynamic Fixed Income

$10,990

ICVT

iShares Convertible Bond

$12,052

MeasureRDFIICVT

Fee4.23%0.20%

Cost on $10k a year$423$20

Yield8.89%1.57%

5 years, per year+1.9%+3.8%

3 years, per year+11.8%+16.2%

Worst drop · 1Y−9.4%−16.3%

Volatility · 1Y8.3%18.4%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

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

Overlap: RDFI, ICVT, SGOV

Today

0.0%most shared, RDFI and ICVT

RDFIICVTSGOV

RDFI—0.0%[…]

ICVT0.0%—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$466most kept, RDFI

RDFI$889 − $423 = $466

SGOV$363 − $9 = $354

ICVT$157 − $20 = $137

KeptFee

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