FLOT vs FCVT

AFLOT

BFCVT

Measures won5–1FLOT wins · of 6 · 5Y

$10,000 · 5Y$12,464FLOT · SGOV $12,090

Lowest cost0.09%SGOV · $9 on $10k

Most income4.25%FLOT · $425 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]FLOT and FCVT

FLOT

FCVT

iShares Floating Rate Bond ETF · $11.7BFirst Trust SSI Strategic Convertible Securities ETF · $78M

+5.3%3 years · per year$11,677 · $15,110+14.8%

+4.5%5 years · per year$12,464 · $10,995+1.9%

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

4.25%12-mo yield$425 · $128 on $10k1.28%

−0.4%Worst dropSmaller wins−22.3%

0.7%VolatilityLower wins21.1%

5–1FLOT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFLOT · FCVT

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

All Three

5Y3 funds

#
1	AFLOT	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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M

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

All Three

5Y3 funds

#
1	AFLOT	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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M

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

FLOT vs FCVT

FLOT

iShares Floating Rate Bond

$12,464

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

MeasureFLOTFCVT

Fee0.15%0.95%

Cost on $10k a year$15$95

Yield4.25%1.28%

5 years, per year+4.5%+1.9%

3 years, per year+5.3%+14.8%

Worst drop · 1Y−0.4%−22.3%

Volatility · 1Y0.7%21.1%

5–1measures won
FLOT first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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

Overlap: FLOT, FCVT, SGOV

Today

[…]holdings […]

FLOTFCVTSGOV

FLOT—[…][…]

FCVT[…]—[…]

SGOV[…][…]—

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

SGOV$363 − $9 = $354

FCVT$128 − $95 = $33

KeptFee

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