CWB vs FLOT

ACWB

BFLOT

Measures won1–5FLOT wins · of 6 · 5Y

$10,000 · 5Y$12,464FLOT · CWB $11,441

Lowest cost0.15%FLOT · $15 on $10k

Most income4.25%FLOT · $425 on $10k

Smallest drop−0.4%FLOT · worst fall in 1Y

Held in common[…]CWB and FLOT

CWB

FLOT

State Street SPDR Bloomberg Convertible Securities ETF · $5.1BiShares Floating Rate Bond ETF · $11.7B

+14.0%3 years · per year$14,832 · $11,677+5.3%

+2.7%5 years · per year$11,441 · $12,464+4.5%

0.40%Expense ratio$40 · $15 on $10k · lower wins0.15%

1.86%12-mo yield$186 · $425 on $10k4.25%

−17.4%Worst dropSmaller wins−0.4%

18.0%VolatilityLower wins0.7%

1–5FLOT wins

$10,000 · 5 yearsOne scale

Shared top holdingsCWB · FLOT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	0.0%	+3.5%	+4.3%	+5.3%	+4.5%	−0.4%	$11.7B
2	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	0.0%	+3.5%	+4.3%	+5.3%	+4.5%	−0.4%	$11.7B
2	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CWB vs FLOT

CWB

SPDR Bloomberg Convertible Securities

$11,441

FLOT

iShares Floating Rate Bond

$12,464

MeasureCWBFLOT

Fee0.40%0.15%

Cost on $10k a year$40$15

Yield1.86%4.25%

5 years, per year+2.7%+4.5%

3 years, per year+14.0%+5.3%

Worst drop · 1Y−17.4%−0.4%

Volatility · 1Y18.0%0.7%

5–1measures won
FLOT first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CWB, FLOT

Today

[…]holdings […]

CWBFLOT

CWB—[…]

FLOT[…]—

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

Income After Fees on $10,000

$410most kept, FLOT

FLOT$425 − $15 = $410

CWB$186 − $40 = $146

KeptFee

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