Compare · 2 funds side by side · dividends reinvested

CWB and FLOT

CWBSPDR×FLOTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,466FLOT · best of the two

02 / 04

CWB and FLOT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Floating Rate Bond ETFBonds & Cash · Other bonds0.15%4.25%+3.5%+4.4%+5.3%+4.5%−0.4%0.7%$11.6B1.3

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.80%+6.5%+2.2%+15.3%+3.6%−15.4%17.8%$5.3B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CWB 2009 · FLOT 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg Convertible Securities ETF · $5.3B$11,943

CWB

FLOT

iShares Floating Rate Bond ETF · $11.6B$12,466

$10,000 five years ago, dividends reinvested

CWBMeasureFLOT

+6.5%Year to dateJan 1 → Nov 4+3.5%

+2.2%1 yearTotal return+4.4%

+15.3%3 years · per year$10,000 became $15,346 · $11,689+5.3%

+3.6%5 years · per year$10,000 became $11,943 · $12,466+4.5%

0.40%Expense ratio$40 · $15 a year on $10k · lower is better0.15%

1.80%Trailing 12-mo yield$180 · $425 a year on $10k4.25%

−15.4%Worst dropSmaller is better−0.4%

17.8%VolatilityLower is calmer0.7%

CWBFLOT Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6FLOT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CWB vs FLOT: Top 5 Holdings

Today

CWB

9.4%in top 5

FLOT

in top 5[…]

CWBStockFLOT

3.2%METAMnot top 5

2.0%GOOGMnot top 5

2.0%GOOGNnot top 5

1.1%WFC-PLnot top 5

1.1%SMCIPnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CWB vs FLOT Returns, Every Period

SPDRCWB

+3.6%

5 years, per year

FLOTiShares

+4.5%

5 years, per year

CWBFLOTFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CWB vs FLOT

YTD

SPDRCWB

+6.5%

FLOTiShares

+3.5%

+6.5%Year to date+3.5%

−15.4%Worst drop · 1Y−0.4%

17.8%Volatility · 1Y0.7%

1.8%Yield4.2%

$5.3BAssets$11.6B

3–1FLOT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CWB, FLOT

Today

0.15%lowest, FLOT

FundExpense ratioFee$10k

FLOT0.15%$15

CWB0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CWB, FLOT

4.25%highest, FLOT

FundTrailing yieldYield$10k

FLOT4.25%$425

CWB1.80%$180

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, FLOT

FLOT$425 − $15 = $410

CWB$180 − $40 = $140

KeptFee

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

Overlap: CWB, FLOT

Today

[…]holdings […]

CWBFLOT

CWB—[…]

FLOT[…]—

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

Return vs Bumpiness: 2 ETFs

+4.4%FLOT, at 0.7% volatility

FLOTWorst drop−0.4%0.7% vol

CWBWorst drop−15.4%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FLOTCWB

+3.5%Year to date+6.5%

4.2%Yield1.8%

+4.4%Past year+2.2%

0.15%Fee0.40%

3–1FLOT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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