RSBT vs ICVT

ARSBT

BICVT

Measures won3–2RSBT wins · of 6 · 5Y

$10,000 · 5Y$11,499ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income3.06%RSBT · $306 on $10k

Smallest drop−6.1%RSBT · worst fall in 1Y

Held in common[…]RSBT and ICVT

RSBT

ICVT

Return Stacked Bonds & Managed Futures ETF · $159MiShares Convertible Bond ETF · $6.9B

+4.0%3 years · per year$11,256 · $15,083+14.7%

[…]5 years · per year[…] · $11,499+2.8%

1.01%Expense ratio$101 · $20 on $10k · lower wins0.20%

3.06%12-mo yield$306 · $163 on $10k1.63%

−6.1%Worst dropSmaller wins−18.6%

13.0%VolatilityLower wins18.7%

3–2RSBT wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSBT · ICVT

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$6.9B
2	ARSBT	Return Stacked Bonds & Managed Futures ETFRead Desk		1.01%	3.06%	−0.6%	+4.5%	+7.2%	+4.0%	new	−6.1%	$159M

End-of-day Nov 5, 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%	1.63%	−3.5%	+3.2%	+0.6%	+14.7%	+2.8%	−18.6%	$6.9B
2	ARSBT	Return Stacked Bonds & Managed Futures ETFRead Desk		1.01%	3.06%	−0.6%	+4.5%	+7.2%	+4.0%	new	−6.1%	$159M

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

RSBT vs ICVT

RSBT

Return Stacked Bonds & Managed Futures

[…]

ICVT

iShares Convertible Bond

$11,499

MeasureRSBTICVT

Fee1.01%0.20%

Cost on $10k a year$101$20

Yield3.06%1.63%

5 years, per year[…]+2.8%

3 years, per year+4.0%+14.7%

Worst drop · 1Y−6.1%−18.6%

Volatility · 1Y13.0%18.7%

3–2measures won
RSBT first

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: RSBT, ICVT

Today

[…]holdings […]

RSBTICVT

RSBT—[…]

ICVT[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, RSBT

RSBT$306 − $101 = $205

ICVT$163 − $20 = $143

KeptFee

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