VGMS vs ICVT

AVGMS

BICVT

Measures won3–1VGMS wins · of 6 · 5Y

$10,000 · 5Y$12,052ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income5.55%VGMS · $555 on $10k

Smallest drop−2.7%VGMS · worst fall in 1Y

Held in common0.0%VGMS and ICVT

VGMS

ICVT

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298MiShares Convertible Bond ETF · $7.2B

[…]3 years · per year[…] · $15,677+16.2%

[…]5 years · per year[…] · $12,052+3.8%

0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%

5.55%12-mo yield$555 · $157 on $10k1.57%

−2.7%Worst dropSmaller wins−16.3%

3.4%VolatilityLower wins18.4%

3–1VGMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVGMS · ICVT

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BICVT	iShares Convertible Bond ETFRead Desk		0.20%	1.57%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.2B
2	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk		0.30%	5.55%	+0.5%	+1.1%	+2.4%	new	new	−2.7%	$298M

End-of-day Nov 4, 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%	0.0%	+7.0%	+2.1%	+16.2%	+3.8%	−16.3%	$7.2B
2	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk		0.30%	5.55%	+0.5%	+1.1%	+2.4%	new	new	−2.7%	$298M

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

VGMS vs ICVT

VGMS

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond

[…]

ICVT

iShares Convertible Bond

$12,052

MeasureVGMSICVT

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield5.55%1.57%

5 years, per year[…]+3.8%

3 years, per year[…]+16.2%

Worst drop · 1Y−2.7%−16.3%

Volatility · 1Y3.4%18.4%

3–1measures won
VGMS first

0.0%

holdings shared

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VGMS, ICVT

Today

0.0%most shared, VGMS and ICVT

VGMSICVT

VGMS—0.0%

ICVT0.0%—

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

Income After Fees on $10,000

$525most kept, VGMS

VGMS$555 − $30 = $525

ICVT$157 − $20 = $137

KeptFee

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