FLRN vs SCHD

AFLRN

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · FLRN $12,471

Lowest cost0.03%BND · $3 on $10k

Most income4.25%FLRN · $425 on $10k

Smallest drop−0.2%FLRN · worst fall in 1Y

Held in common[…]FLRN and SCHD

FLRN

SCHD

State Street SPDR Bloomberg Investment Grade Floating Rate ETF · $3.2BSchwab U.S. Dividend Equity ETF · $120B

+5.3%3 years · per year$11,688 · $17,123+19.6%

+4.5%5 years · per year$12,471 · $16,459+10.5%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

4.25%12-mo yield$425 · $296 on $10k2.96%

−0.2%Worst dropSmaller wins−6.9%

0.7%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFLRN · SCHD

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFLRN	State Street SPDR Bloomberg Investment Grade Floating Rate ETFRead Desk	0.15%	4.25%	+0.1%	+3.6%	+4.3%	+5.3%	+4.5%	−0.2%	$3.2B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFLRN	State Street SPDR Bloomberg Investment Grade Floating Rate ETFRead Desk	0.15%	4.25%	+0.1%	+3.6%	+4.3%	+5.3%	+4.5%	−0.2%	$3.2B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B

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

FLRN vs SCHD

FLRN

SPDR Bloomberg Investment Grade Floating Rate

$12,471

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFLRNSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield4.25%2.96%

5 years, per year+4.5%+10.5%

3 years, per year+5.3%+19.6%

Worst drop · 1Y−0.2%−6.9%

Volatility · 1Y0.7%11.8%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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: FLRN, SCHD, BND

Today

[…]holdings […]

FLRNSCHDBND

FLRN—[…][…]

SCHD[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$410most kept, FLRN

FLRN$425 − $15 = $410

BND$412 − $3 = $409

SCHD$296 − $6 = $290

KeptFee

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