Compare · 2 funds side by side · dividends reinvested

FCVT and FLOT

FCVTFirst Trust×FLOTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,464FLOT · best of the two

02 / 04

FCVT 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%+4.3%+5.3%+4.5%−0.4%0.7%$11.6B1.3

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.23%+4.1%+1.2%+16.7%+2.8%−19.3%20.8%$77M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FCVT 2015 · FLOT 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Floating Rate Bond ETF · $11.6B$12,464

FLOT

FCVT

First Trust SSI Strategic Convertible Securities ETF · $77M$11,474

$10,000 five years ago, dividends reinvested

FLOTMeasureFCVT

+3.5%Year to dateJan 1 → Nov 3+4.1%

+4.3%1 yearTotal return+1.2%

+5.3%3 years · per year$10,000 became $11,687 · $15,895+16.7%

+4.5%5 years · per year$10,000 became $12,464 · $11,474+2.8%

0.15%Expense ratio$15 · $95 a year on $10k · lower is better0.95%

4.25%Trailing 12-mo yield$425 · $123 a year on $10k1.23%

−0.4%Worst dropSmaller is better−19.3%

0.7%VolatilityLower is calmer20.8%

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

6–2FLOT wins

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

More Ways to See the Pairs

FLOT vs FCVT: Top 5 Holdings

Today

FLOT

[…]in top 5

FCVT

in top 58.1%

FLOTStockFCVT

not top 5GOOGM3.7%

not top 5SMCIP1.2%

not top 5WFC-PL1.1%

not top 5MCHPP1.1%

not top 5BAC-PL1.0%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

FLOT vs FCVT Returns, Every Period

iSharesFLOT

+4.5%

5 years, per year

FCVTFirst Trust

+2.8%

5 years, per year

FLOTFCVTFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FLOT vs FCVT

YTD

iSharesFLOT

+3.5%

FCVTFirst Trust

+4.1%

+3.5%Year to date+4.1%

−0.4%Worst drop · 1Y−19.3%

0.7%Volatility · 1Y20.8%

4.3%Yield1.2%

$11.6BAssets$77.0M

3–1FLOT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, FLOT

Today

0.15%lowest, FLOT

FundExpense ratioFee$10k

FLOT0.15%$15

FCVT0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FCVT, FLOT

4.25%highest, FLOT

FundTrailing yieldYield$10k

FLOT4.25%$425

FCVT1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, FLOT

FLOT$425 − $15 = $410

FCVT$123 − $95 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FCVT, FLOT

Today

[…]holdings […]

FCVTFLOT

FCVT—[…]

FLOT[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.3%FLOT, at 0.7% volatility

FLOTWorst drop−0.4%0.7% vol

FCVTWorst drop−19.3%20.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FLOTFCVT

+3.5%Year to date+4.1%

4.3%Yield1.2%

+4.3%Past year+1.2%

0.15%Fee0.95%

3–1FLOT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026