FLDR vs FUSI

AFLDR

BFUSI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,123FLDR

Lowest cost0.15%FLDR · $15 on $10k

Most income4.44%FUSI · $444 on $10k

Smallest drop−0.5%FUSI · worst fall in 1Y

Held in common[…]FLDR and FUSI

FLDR

FUSI

Fidelity Low Duration Bond Factor ETF · $2.3BAmerican Century Ultrashort Income ETF · $73M

+5.3%3 years · per year$11,667 · $11,739+5.5%

+3.9%5 years · per year$12,123 · […][…]

0.15%Expense ratio$15 · $19 on $10k · lower wins0.19%

4.11%12-mo yield$411 · $444 on $10k4.44%

−0.5%Worst dropSmaller wins−0.5%

0.8%VolatilityLower wins1.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFLDR · FUSI

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

Held in common[…]

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	AFLDR	Fidelity Low Duration Bond Factor ETFRead Desk		0.15%	4.11%	−0.1%	+2.7%	+3.4%	+5.3%	+3.9%	−0.5%	$2.3B
2	BFUSI	American Century Ultrashort Income ETFRead Desk		0.19%	4.44%	0.0%	+4.1%	+4.6%	+5.5%	new	−0.5%	$73M

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	AFLDR	Fidelity Low Duration Bond Factor ETFRead Desk		0.15%	4.11%	−0.1%	+2.7%	+3.4%	+5.3%	+3.9%	−0.5%	$2.3B
2	BFUSI	American Century Ultrashort Income ETFRead Desk		0.19%	4.44%	0.0%	+4.1%	+4.6%	+5.5%	new	−0.5%	$73M

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

FLDR vs FUSI

FLDR

Fidelity Low Duration Bond Factor

$12,123

FUSI

American Century Ultrashort Income

[…]

MeasureFLDRFUSI

Fee0.15%0.19%

Cost on $10k a year$15$19

Yield4.11%4.44%

5 years, per year+3.9%[…]

3 years, per year+5.3%+5.5%

Worst drop · 1Y−0.5%−0.5%

Volatility · 1Y0.8%1.2%

2–2measures won
level

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: FLDR, FUSI

Today

[…]holdings […]

FLDRFUSI

FLDR—[…]

FUSI[…]—

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

Income After Fees on $10,000

$425most kept, FUSI

FUSI$444 − $19 = $425

FLDR$411 − $15 = $396

KeptFee

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