WMSB vs ICVT

AWMSB

BICVT

Measures won3–1WMSB wins · of 6 · 5Y

$10,000 · 5Y$11,499ICVT

Lowest cost0.20%ICVT · $20 on $10k

Most income5.05%WMSB · $505 on $10k

Smallest drop−2.8%WMSB · worst fall in 1Y

Held in common[…]WMSB and ICVT

WMSB

ICVT

Northern Lights Fund Trust II - Weitz Multisector Bond ETF · $27MiShares Convertible Bond ETF · $7.1B

[…]3 years · per year[…] · $15,083+14.7%

[…]5 years · per year[…] · $11,499+2.8%

0.65%Expense ratio$65 · $20 on $10k · lower wins0.20%

5.05%12-mo yield$505 · $163 on $10k1.63%

−2.8%Worst dropSmaller wins−18.6%

2.9%VolatilityLower wins18.7%

3–1WMSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsWMSB · 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	AWMSB	Northern Lights Fund Trust II - Weitz Multisector Bond ETFRead Desk		0.65%	5.05%	+0.2%	+1.8%	new	new	new	−2.8%	$27M

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	AWMSB	Northern Lights Fund Trust II - Weitz Multisector Bond ETFRead Desk		0.65%	5.05%	+0.2%	+1.8%	new	new	new	−2.8%	$27M

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

WMSB vs ICVT

WMSB

Northern Lights Fund Trust II - Weitz Multisector Bond

[…]

ICVT

iShares Convertible Bond

$11,499

MeasureWMSBICVT

Fee0.65%0.20%

Cost on $10k a year$65$20

Yield5.05%1.63%

5 years, per year[…]+2.8%

3 years, per year[…]+14.7%

Worst drop · 1Y−2.8%−18.6%

Volatility · 1Y2.9%18.7%

3–1measures won
WMSB first

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: WMSB, ICVT

Today

[…]holdings […]

WMSBICVT

WMSB—[…]

ICVT[…]—

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

Income After Fees on $10,000

$440most kept, WMSB

WMSB$505 − $65 = $440

ICVT$163 − $20 = $143

KeptFee

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