Compare · 2 funds side by side · dividends reinvested

HBRD and FLOT

HBRDInvesco×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 / 03

HBRD 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%$11.7B1.0

Invesco U.S. Hybrid Bond ETFBonds & Cash · Other bonds0.40%4.02%[…][…][…][…][…][…]$14M2.0

Rank among the two1st → 2ndFee, 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: HBRD 2026 · FLOT 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco U.S. Hybrid Bond ETF · $14M[…]

HBRD

FLOT

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

$10,000 five years ago, dividends reinvested

HBRDMeasureFLOT

[…]Year to dateJan 1 → Nov 6+3.5%

[…]1 yearTotal return+4.3%

[…]3 years · per year$10,000 became […] · $11,677+5.3%

[…]5 years · per year$10,000 became […] · $12,464+4.5%

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

4.02%Trailing 12-mo yield$402 · $425 a year on $10k4.25%

[…]Worst dropSmaller is better−0.4%

[…]VolatilityLower is calmer0.7%

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

0–2FLOT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HBRD vs FLOT: Top 5 Holdings

Today

HBRD

0.1%in top 5

FLOT

in top 5[…]

HBRDStockFLOT

0.1%AGPXXnot top 5

Held in common[…]

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

HBRD vs FLOT Returns, Every Period

InvescoHBRD

[…]

past year

FLOTiShares

+4.3%

past year

Returns […]

HBRDFLOTFaded: behind in that period

0–0Level

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

HBRD vs FLOT

YTD

InvescoHBRD

[…]

FLOTiShares

+3.5%

[…]Year to date+3.5%

[…]Worst drop · 1Y−0.4%

[…]Volatility · 1Y0.7%

4.0%Yield4.3%

$14.3MAssets$11.7B

1–0FLOT wins

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

Cost, Income and Risk

Fees: HBRD, FLOT

Today

0.15%lowest, FLOT

FundExpense ratioFee$10k

FLOT0.15%$15

HBRD0.40%$40

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

Yields: HBRD, FLOT

4.25%highest, FLOT

FundTrailing yieldYield$10k

FLOT4.25%$425

HBRD4.02%$402

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

Income After Fees on $10,000

$410most kept, FLOT

FLOT$425 − $15 = $410

HBRD$402 − $40 = $362

KeptFee

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

Overlap: HBRD, FLOT

Today

[…]holdings […]

HBRDFLOT

HBRD—[…]

FLOT[…]—

End-of-day Nov 6, 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

HBRDWorst drop[…][…]

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

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026