WMSB vs ICVT

AWMSB

BICVT

Measures won3–1WMSB wins · of 6 · 5Y

$10,000 · 5Y$11,722ICVT · BND $9,803

Lowest cost0.03%BND · $3 on $10k

Most income5.09%WMSB · $509 on $10k

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

Held in common[…]WMSB and ICVT

Northern Lights Fund Trust II - Weitz Multisector Bond ETF · $27MiShares Convertible Bond ETF · $6.9B

[…]3 years · per year[…] · $15,120+14.8%

[…]5 years · per year[…] · $11,722+3.2%

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

5.09%12-mo yield$509 · $159 on $10k1.59%

Cards for this view

WMSB

Northern Lights Fund Trust II - Weitz Multisector Bond

[…]

ICVT

iShares Convertible Bond

$11,722

MeasureWMSBICVT

Fee0.65%0.20%

Cost on $10k a year$65$20

Yield5.09%1.59%

5 years, per year[…]+3.2%

3 years, per year[…]+14.8%

Worst drop · 1Y−2.8%−18.6%

Volatility · 1Y3.0%

#
1	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.59%	−1.1%	+6.0%	+2.8%	+14.8%	+3.2%	−18.6%	$6.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	AWMSB	Northern Lights Fund Trust II - Weitz Multisector Bond ETFRead Desk	0.65%	5.09%	−0.4%	+0.9%	+2.2%	new	new	−2.8%	$27M

#
1	BICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.59%	−1.1%	+6.0%	+2.8%	+14.8%	+3.2%	−18.6%	$6.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	AWMSB	Northern Lights Fund Trust II - Weitz Multisector Bond ETFRead Desk	0.65%	5.09%	−0.4%	+0.9%	+2.2%	new	new	−2.8%	$27M

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