UITB vs ICVT

AUITB

BICVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,499ICVT · UITB $10,219

Lowest cost0.20%ICVT · $20 on $10k

Most income4.37%UITB · $437 on $10k

Smallest drop−4.7%UITB · worst fall in 1Y

Held in common[…]UITB and ICVT

UITB

ICVT

VictoryShares Core Intermediate Bond ETF · $2.7BiShares Convertible Bond ETF · $7.1B

+5.8%3 years · per year$11,846 · $15,083+14.7%

+0.4%5 years · per year$10,219 · $11,499+2.8%

0.37%Expense ratio$37 · $20 on $10k · lower wins0.20%

4.37%12-mo yield$437 · $163 on $10k1.63%

−4.7%Worst dropSmaller wins−18.6%

3.9%VolatilityLower wins18.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUITB · 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%	$7.1B
2	AUITB	VictoryShares Core Intermediate Bond ETFRead Desk		0.37%	4.37%	+0.2%	−0.1%	+0.3%	+5.8%	+0.4%	−4.7%	$2.7B

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	AUITB	VictoryShares Core Intermediate Bond ETFRead Desk		0.37%	4.37%	+0.2%	−0.1%	+0.3%	+5.8%	+0.4%	−4.7%	$2.7B

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

UITB vs ICVT

UITB

VictoryShares Core Intermediate Bond

$10,219

ICVT

iShares Convertible Bond

$11,499

MeasureUITBICVT

Fee0.37%0.20%

Cost on $10k a year$37$20

Yield4.37%1.63%

5 years, per year+0.4%+2.8%

3 years, per year+5.8%+14.7%

Worst drop · 1Y−4.7%−18.6%

Volatility · 1Y3.9%18.7%

3–3measures won
level

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: UITB, ICVT

Today

[…]holdings […]

UITBICVT

UITB—[…]

ICVT[…]—

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

Income After Fees on $10,000

$400most kept, UITB

UITB$437 − $37 = $400

ICVT$163 − $20 = $143

KeptFee

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