TAGG vs ICVT

ATAGG

BICVT

Measures won4–2TAGG wins · of 6 · 5Y

$10,000 · 5Y$11,942ICVT · TAGG $9,940

Lowest cost0.08%TAGG · $8 on $10k

Most income4.61%TAGG · $461 on $10k

Smallest drop−5.0%TAGG · worst fall in 1Y

Held in common[…]TAGG and ICVT

TAGG

ICVT

T. Rowe Price QM U.S. Bond ETF · $2.8BiShares Convertible Bond ETF · $7.2B

+5.5%3 years · per year$11,756 · $15,633+16.1%

−0.1%5 years · per year$9,940 · $11,942+3.6%

0.08%Expense ratio$8 · $20 on $10k · lower wins0.20%

4.61%12-mo yield$461 · $157 on $10k1.57%

−5.0%Worst dropSmaller wins−16.3%

3.9%VolatilityLower wins18.4%

4–2TAGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAGG · ICVT

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

Held in common[…]

End-of-day Nov 3, 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%	+0.7%	+7.0%	+2.5%	+16.1%	+3.6%	−16.3%	$7.2B
2	ATAGG	T. Rowe Price QM U.S. Bond ETFRead Desk		0.08%	4.61%	0.0%	−0.6%	−0.1%	+5.5%	−0.1%	−5.0%	$2.8B

End-of-day Nov 3, 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%	+0.7%	+7.0%	+2.5%	+16.1%	+3.6%	−16.3%	$7.2B
2	ATAGG	T. Rowe Price QM U.S. Bond ETFRead Desk		0.08%	4.61%	0.0%	−0.6%	−0.1%	+5.5%	−0.1%	−5.0%	$2.8B

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

Cards for this view

TAGG vs ICVT

TAGG

T. Rowe Price QM U.S. Bond

$9,940

ICVT

iShares Convertible Bond

$11,942

MeasureTAGGICVT

Fee0.08%0.20%

Cost on $10k a year$8$20

Yield4.61%1.57%

5 years, per year−0.1%+3.6%

3 years, per year+5.5%+16.1%

Worst drop · 1Y−5.0%−16.3%

Volatility · 1Y3.9%18.4%

4–2measures won
TAGG first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TAGG, ICVT

Today

[…]holdings […]

TAGGICVT

TAGG—[…]

ICVT[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, TAGG

TAGG$461 − $8 = $453

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee