SSFI vs ICVT

ASSFI

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,499ICVT · SSFI $9,756

Lowest cost0.20%ICVT · $20 on $10k

Most income3.86%SSFI · $386 on $10k

Smallest drop−4.8%SSFI · worst fall in 1Y

Held in common0.0%SSFI and ICVT

SSFI

ICVT

Day Hagan Smart Sector Fixed Income ETF · $28MiShares Convertible Bond ETF · $7.1B

+4.6%3 years · per year$11,449 · $15,083+14.7%

−0.5%5 years · per year$9,756 · $11,499+2.8%

0.76%Expense ratio$76 · $20 on $10k · lower wins0.20%

3.86%12-mo yield$386 · $163 on $10k1.63%

−4.8%Worst dropSmaller wins−18.6%

4.0%VolatilityLower wins18.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSSFI · ICVT

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

Held in common0.0%

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%	$7.1B
2	ASSFI	Day Hagan Smart Sector Fixed Income ETFRead Desk		0.76%	3.86%	+0.2%	−0.7%	−0.5%	+4.6%	−0.5%	−4.8%	$28M

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%	$7.1B
2	ASSFI	Day Hagan Smart Sector Fixed Income ETFRead Desk		0.76%	3.86%	+0.2%	−0.7%	−0.5%	+4.6%	−0.5%	−4.8%	$28M

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

SSFI vs ICVT

SSFI

Day Hagan Smart Sector Fixed Income

$9,756

ICVT

iShares Convertible Bond

$11,499

MeasureSSFIICVT

Fee0.76%0.20%

Cost on $10k a year$76$20

Yield3.86%1.63%

5 years, per year−0.5%+2.8%

3 years, per year+4.6%+14.7%

Worst drop · 1Y−4.8%−18.6%

Volatility · 1Y4.0%18.7%

3–3measures won
level

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SSFI, ICVT

Today

0.0%most shared, SSFI and ICVT

SSFIICVT

SSFI—0.0%

ICVT0.0%—

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

Income After Fees on $10,000

$310most kept, SSFI

SSFI$386 − $76 = $310

ICVT$163 − $20 = $143

KeptFee

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