FLOT vs FCVT

AFLOT

BFCVT

Measures won5–1FLOT wins · of 6 · 5Y

$10,000 · 5Y$12,466FLOT · FCVT $11,591

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[…]FLOT and FCVT

FLOT

FCVT

iShares Floating Rate Bond ETF · $11.6BFirst Trust SSI Strategic Convertible Securities ETF · $78M

+5.3%3 years · per year$11,689 · $15,818+16.5%

+4.5%5 years · per year$12,466 · $11,591+3.0%

0.15%Expense ratio$15 · $95 on $10k · lower wins0.95%

4.25%12-mo yield$425 · $123 on $10k1.23%

−0.4%Worst dropSmaller wins−19.3%

0.7%VolatilityLower wins20.8%

5–1FLOT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLOT · FCVT

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

Held in common[…]

End-of-day Nov 4, 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	AFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	0.0%	+3.5%	+4.4%	+5.3%	+4.5%	−0.4%	$11.6B
2	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$78M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	0.0%	+3.5%	+4.4%	+5.3%	+4.5%	−0.4%	$11.6B
2	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$78M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FLOT vs FCVT

FLOT

iShares Floating Rate Bond

$12,466

FCVT

First Trust SSI Strategic Convertible Securities

$11,591

MeasureFLOTFCVT

Fee0.15%0.95%

Cost on $10k a year$15$95

Yield4.25%1.23%

5 years, per year+4.5%+3.0%

3 years, per year+5.3%+16.5%

Worst drop · 1Y−0.4%−19.3%

Volatility · 1Y0.7%20.8%

5–1measures won
FLOT first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FLOT, FCVT

Today

[…]holdings […]

FLOTFCVT

FLOT—[…]

FCVT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$410most kept, FLOT

FLOT$425 − $15 = $410

FCVT$123 − $95 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee