FISR vs RSBY

AFISR

BRSBY

Measures won4–0FISR wins · of 6 · 5Y

$10,000 · 5Y$9,462FISR

Lowest cost0.50%FISR · $50 on $10k

Most income4.39%FISR · $439 on $10k

Smallest drop−5.0%FISR · worst fall in 1Y

Held in common0.0%FISR and RSBY

FISR

RSBY

State Street Fixed Income Sector Rotation ETF · $639MReturn Stacked Bonds & Futures Yield ETF · $47M

+4.7%3 years · per year$11,487 · […][…]

−1.1%5 years · per year$9,462 · […][…]

0.50%Expense ratio$50 · $101 on $10k · lower wins1.01%

4.39%12-mo yield$439 · $175 on $10k1.75%

−5.0%Worst dropSmaller wins−6.5%

4.6%VolatilityLower wins11.4%

4–0FISR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFISR · RSBY

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

Held in common0.0%

End-of-day Nov 3, 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	AFISR	State Street Fixed Income Sector Rotation ETFRead Desk		0.50%	4.39%	−0.3%	−1.0%	−0.7%	+4.7%	−1.1%	−5.0%	$639M
2	BRSBY	Return Stacked Bonds & Futures Yield ETFRead Desk		1.01%	1.75%	−0.2%	+18.5%	+14.0%	new	new	−6.5%	$47M

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

Both

5Y2 funds

#			Trend
1	AFISR	State Street Fixed Income Sector Rotation ETFRead Desk		0.50%	4.39%	−0.3%	−1.0%	−0.7%	+4.7%	−1.1%	−5.0%	$639M
2	BRSBY	Return Stacked Bonds & Futures Yield ETFRead Desk		1.01%	1.75%	−0.2%	+18.5%	+14.0%	new	new	−6.5%	$47M

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

Cards for this view

FISR vs RSBY

FISR

Fixed Income Sector Rotation

$9,462

RSBY

Return Stacked Bonds & Futures Yield

[…]

MeasureFISRRSBY

Fee0.50%1.01%

Cost on $10k a year$50$101

Yield4.39%1.75%

5 years, per year−1.1%[…]

3 years, per year+4.7%[…]

Worst drop · 1Y−5.0%−6.5%

Volatility · 1Y4.6%11.4%

4–0measures won
FISR first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FISR, RSBY

Today

0.0%most shared, FISR and RSBY

FISRRSBY

FISR—0.0%

RSBY0.0%—

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

Income After Fees on $10,000

$389most kept, FISR

FISR$439 − $50 = $389

RSBY$175 − $101 = $74

KeptFee

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