FXED vs FLOT

AFXED

BFLOT

Measures won2–4FLOT wins · of 6 · 5Y

$10,000 · 5Y$12,461FLOT · FXED $10,715

Lowest cost0.15%FLOT · $15 on $10k

Most income7.49%FXED · $749 on $10k

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

Held in common[…]FXED and FLOT

FXED

FLOT

Sound Enhanced Fixed Income ETF · $40MiShares Floating Rate Bond ETF · $11.6B

+6.7%3 years · per year$12,164 · $11,677+5.3%

+1.4%5 years · per year$10,715 · $12,461+4.5%

0.49%Expense ratio$49 · $15 on $10k · lower wins0.15%

7.49%12-mo yield$749 · $425 on $10k4.25%

−6.2%Worst dropSmaller wins−0.4%

8.9%VolatilityLower wins0.7%

2–4FLOT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXED · FLOT

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

Held in common[…]

End-of-day Nov 5, 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	BFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	0.0%	+3.5%	+4.3%	+5.3%	+4.5%	−0.4%	$11.6B
2	AFXED	Sound Enhanced Fixed Income ETFRead Desk		0.49%	7.49%	−0.9%	−2.7%	−1.9%	+6.7%	+1.4%	−6.2%	$40M

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

Both

5Y2 funds

#			Trend
1	BFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	0.0%	+3.5%	+4.3%	+5.3%	+4.5%	−0.4%	$11.6B
2	AFXED	Sound Enhanced Fixed Income ETFRead Desk		0.49%	7.49%	−0.9%	−2.7%	−1.9%	+6.7%	+1.4%	−6.2%	$40M

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

Cards for this view

FXED vs FLOT

FXED

Sound Enhanced Fixed Income

$10,715

FLOT

iShares Floating Rate Bond

$12,461

MeasureFXEDFLOT

Fee0.49%0.15%

Cost on $10k a year$49$15

Yield7.49%4.25%

5 years, per year+1.4%+4.5%

3 years, per year+6.7%+5.3%

Worst drop · 1Y−6.2%−0.4%

Volatility · 1Y8.9%0.7%

4–2measures won
FLOT first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FXED, FLOT

Today

[…]holdings […]

FXEDFLOT

FXED—[…]

FLOT[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$700most kept, FXED

FXED$749 − $49 = $700

FLOT$425 − $15 = $410

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee