FLOT vs SPYM

AFLOT

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · FLOT $12,477

Lowest cost0.02%SPYM · $2 on $10k

Most income4.25%FLOT · $425 on $10k

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

Held in common[…]FLOT and SPYM

FLOT

SPYM

iShares Floating Rate Bond ETF · $11.7BState Street SPDR Portfolio S&P 500 ETF · $179B

+5.3%3 years · per year$11,686 · $18,161+22.0%

+4.5%5 years · per year$12,477 · $17,553+11.9%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

4.25%12-mo yield$425 · $103 on $10k1.03%

−0.4%Worst dropSmaller wins−8.9%

0.7%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFLOT · SPYM

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

Held in common[…]

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	+0.1%	+3.5%	+4.3%	+5.3%	+4.5%	−0.4%	$11.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	+0.1%	+3.5%	+4.3%	+5.3%	+4.5%	−0.4%	$11.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FLOT vs SPYM

FLOT

iShares Floating Rate Bond

$12,477

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureFLOTSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield4.25%1.03%

5 years, per year+4.5%+11.9%

3 years, per year+5.3%+22.0%

Worst drop · 1Y−0.4%−8.9%

Volatility · 1Y0.7%13.7%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FLOT, SPYM

Today

[…]holdings […]

FLOTSPYM

FLOT—[…]

SPYM[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$410most kept, FLOT

FLOT$425 − $15 = $410

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee