Compare · 2 funds side by side · dividends reinvested

FLOT and FCVT

FLOTiShares×FCVTFirst Trust×

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

FLOT and FCVT, 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

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.23%+3.9%+0.4%+16.5%+3.0%−19.3%20.8%$78M1.8

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: FLOT 2011 · FCVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

FLOT

FCVT

First Trust SSI Strategic Convertible Securities ETF · $78M$11,591

$10,000 five years ago, dividends reinvested

FLOTMeasureFCVT

+3.5%Year to dateJan 1 → Nov 4+3.9%

+4.4%1 yearTotal return+0.4%

+5.3%3 years · per year$10,000 became $11,689 · $15,818+16.5%

+4.5%5 years · per year$10,000 became $12,466 · $11,591+3.0%

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 4, 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 58.6%

FLOTStockFCVT

not top 5GOOGM3.7%

not top 5METAM1.5%

not top 5SMCIP1.1%

not top 5MCHPP1.1%

not top 5WFC-PL1.1%

Held in common[…]

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

FLOT vs FCVT Returns, Every Period

iSharesFLOT

+4.5%

5 years, per year

FCVTFirst Trust

+3.0%

5 years, per year

FLOTFCVTFaded: behind in that period

2–2Level

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

FLOT vs FCVT

YTD

iSharesFLOT

+3.5%

FCVTFirst Trust

+3.9%

+3.5%Year to date+3.9%

−0.4%Worst drop · 1Y−19.3%

0.7%Volatility · 1Y20.8%

4.2%Yield1.2%

$11.6BAssets$78.0M

3–1FLOT wins

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

Cost, Income and Risk

Fees: FLOT, FCVT

Today

0.15%lowest, FLOT

FundExpense ratioFee$10k

FLOT0.15%$15

FCVT0.95%$95

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

Yields: FLOT, FCVT

4.25%highest, FLOT

FundTrailing yieldYield$10k

FLOT4.25%$425

FCVT1.23%$123

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

Overlap: FLOT, FCVT

Today

[…]holdings […]

FLOTFCVT

FLOT—[…]

FCVT[…]—

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

FCVTWorst drop−19.3%20.8% vol

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

Paid More vs Made More

YTD

FLOTFCVT

+3.5%Year to date+3.9%

4.2%Yield1.2%

+4.4%Past year+0.4%

0.15%Fee0.95%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026