FXED vs FLOT

AFXED

BFLOT

Measures won2–4FLOT wins · of 6 · 5Y

$10,000 · 5Y$12,477FLOT · SGOV $12,091

Lowest cost0.09%SGOV · $9 on $10k

Most income7.43%FXED · $743 on $10k

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

Held in common[…]FXED and FLOT

FXED

FLOT

Sound Enhanced Fixed Income ETF · $40MiShares Floating Rate Bond ETF · $11.7B

+5.9%3 years · per year$11,861 · $11,686+5.3%

+1.5%5 years · per year$10,799 · $12,477+4.5%

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

7.43%12-mo yield$743 · $425 on $10k4.25%

−6.2%Worst dropSmaller wins−0.4%

8.9%VolatilityLower wins0.7%

2–4FLOT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXED · FLOT

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	BFLOT	iShares Floating Rate Bond ETFRead Desk	0.15%	4.25%	+0.1%	+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	AFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.43%	−0.1%	−2.0%	−0.9%	+5.9%	+1.5%	−6.2%	$40M

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	BFLOT	iShares Floating Rate Bond ETFRead Desk	0.15%	4.25%	+0.1%	+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	AFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.43%	−0.1%	−2.0%	−0.9%	+5.9%	+1.5%	−6.2%	$40M

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

FXED vs FLOT

FXED

Sound Enhanced Fixed Income

$10,799

FLOT

iShares Floating Rate Bond

$12,477

MeasureFXEDFLOT

Fee0.49%0.15%

Cost on $10k a year$49$15

Yield7.43%4.25%

5 years, per year+1.5%+4.5%

3 years, per year+5.9%+5.3%

Worst drop · 1Y−6.2%−0.4%

Volatility · 1Y8.9%0.7%

4–2measures won
FLOT first

Nov 9, 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$48.7B

1–1level

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%

$120BAssets$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: FXED, FLOT, SGOV

Today

[…]holdings […]

FXEDFLOTSGOV

FXED—[…][…]

FLOT[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$694most kept, FXED

FXED$743 − $49 = $694

FLOT$425 − $15 = $410

SGOV$363 − $9 = $354

KeptFee

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