Compare · 3 funds side by side · dividends reinvested

FLOT, FCVT and SGOV

FLOTiShares×FCVTFirst Trust×SGOViShares×

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

02 / 04

FLOT, FCVT and SGOV, 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%$11.7B1.5

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.8

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.28%+0.0%−2.3%+14.8%+1.9%−22.3%21.1%$78M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FLOT 2011 · FCVT 2015 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Floating Rate Bond ETF · $11.7B$12,464

FLOT

FCVT

First Trust SSI Strategic Convertible Securities ETF · $78M$10,995

$10,000 five years ago, dividends reinvested

FLOTMeasureFCVT

+3.5%Year to dateJan 1 → Nov 6+0.0%

+4.3%1 yearTotal return−2.3%

+5.3%3 years · per year$10,000 became $11,677 · $15,110+14.8%

+4.5%5 years · per year$10,000 became $12,464 · $10,995+1.9%

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

4.25%Trailing 12-mo yield$425 · $128 a year on $10k1.28%

−0.4%Worst dropSmaller is better−22.3%

0.7%VolatilityLower is calmer21.1%

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

7–1FLOT wins

End-of-day Nov 6, 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 58.8%

FLOTStockFCVT

not top 5GOOGM4.0%

not top 5METAM1.6%

not top 5WFC-PL1.2%

not top 5BAC-PL1.1%

not top 5SMCIP1.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

FLOT vs FCVT Returns, Every Period

iSharesFLOT

+4.5%

5 years, per year

FCVTFirst Trust

+1.9%

5 years, per year

FLOTFCVTFaded: behind in that period

3–1FLOT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FLOT vs SGOV

YTD

iSharesFLOT

+3.5%

SGOViShares

+3.2%

+3.5%Year to date+3.2%

−0.4%Worst drop · 1Y+0.0%

0.7%Volatility · 1Y0.2%

4.3%Yield3.6%

$11.7BAssets$117B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FLOT, FCVT, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

FLOT0.15%$15

FCVT0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FLOT, FCVT, SGOV

4.25%highest, FLOT

FundTrailing yieldYield$10k

FLOT4.25%$425

SGOV3.63%$363

FCVT1.28%$128

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, FLOT

FLOT$425 − $15 = $410

SGOV$363 − $9 = $354

FCVT$128 − $95 = $33

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FLOT, FCVT, SGOV

Today

[…]holdings […]

FLOTFCVTSGOV

FLOT—[…][…]

FCVT[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+4.3%FLOT, at 0.7% volatility

SGOVWorst drop0.0%0.2% vol

FLOTWorst drop−0.4%0.7% vol

FCVTWorst drop−22.3%21.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FLOTSGOV

+3.5%Year to date+3.2%

4.3%Yield3.6%

+4.3%Past year+3.8%

0.15%Fee0.09%

3–1FLOT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026