TAGG vs ICVT

ATAGG

BICVT

Measures won4–2TAGG wins · of 6 · 5Y

$10,000 · 5Y$12,052ICVT · BNDX $10,150

Lowest cost0.07%BNDX · $7 on $10k

Most income4.65%BNDX · $465 on $10k

Smallest drop−3.2%BNDX · 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 · $7.1B

+5.7%3 years · per year$11,812 · $15,677+16.2%

−0.1%5 years · per year$9,940 · $12,052+3.8%

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

4.60%12-mo yield$460 · $157 on $10k1.57%

−5.0%Worst dropSmaller wins−16.3%

4.0%VolatilityLower wins18.4%

4–2TAGG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTAGG · ICVT

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

Held in common[…]

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	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	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
3	ATAGG	T. Rowe Price QM U.S. Bond ETFRead Desk	0.08%	4.60%	+0.4%	−0.2%	+0.3%	+5.7%	−0.1%	−5.0%	$2.8B

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	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	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
3	ATAGG	T. Rowe Price QM U.S. Bond ETFRead Desk	0.08%	4.60%	+0.4%	−0.2%	+0.3%	+5.7%	−0.1%	−5.0%	$2.8B

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

TAGG vs ICVT

TAGG

T. Rowe Price QM U.S. Bond

$9,940

ICVT

iShares Convertible Bond

$12,052

MeasureTAGGICVT

Fee0.08%0.20%

Cost on $10k a year$8$20

Yield4.60%1.57%

5 years, per year−0.1%+3.8%

3 years, per year+5.7%+16.2%

Worst drop · 1Y−5.0%−16.3%

Volatility · 1Y4.0%18.4%

4–2measures won
TAGG first

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: TAGG, ICVT, BNDX

Today

[…]holdings […]

TAGGICVTBNDX

TAGG—[…][…]

ICVT[…]—[…]

BNDX[…][…]—

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

Income After Fees on $10,000

$458most kept, BNDX

BNDX$465 − $7 = $458

TAGG$460 − $8 = $452

ICVT$157 − $20 = $137

KeptFee

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