PCFI vs FLOT

APCFI

BFLOT

Measures won1–3FLOT wins · of 6 · 5Y

$10,000 · 5Y$12,464FLOT

Lowest cost0.15%FLOT · $15 on $10k

Most income9.70%PCFI · $970 on $10k

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

Held in common[…]PCFI and FLOT

PCFI

FLOT

Polen Floating Rate Income ETF · $14MiShares Floating Rate Bond ETF · $11.7B

[…]3 years · per year[…] · $11,677+5.3%

[…]5 years · per year[…] · $12,464+4.5%

0.59%Expense ratio$59 · $15 on $10k · lower wins0.15%

9.70%12-mo yield$970 · $425 on $10k4.25%

−2.8%Worst dropSmaller wins−0.4%

5.4%VolatilityLower wins0.7%

1–3FLOT wins

$10,000 · 5 yearsOne scale

Shared top holdingsPCFI · FLOT

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

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%	$11.7B
2	APCFI	Polen Floating Rate Income ETFRead Desk		0.59%	9.70%	−0.2%	+2.1%	+1.8%	new	new	−2.8%	$14M

End-of-day Nov 6, 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%	$11.7B
2	APCFI	Polen Floating Rate Income ETFRead Desk		0.59%	9.70%	−0.2%	+2.1%	+1.8%	new	new	−2.8%	$14M

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

PCFI vs FLOT

PCFI

Polen Floating Rate Income

[…]

FLOT

iShares Floating Rate Bond

$12,464

MeasurePCFIFLOT

Fee0.59%0.15%

Cost on $10k a year$59$15

Yield9.70%4.25%

5 years, per year[…]+4.5%

3 years, per year[…]+5.3%

Worst drop · 1Y−2.8%−0.4%

Volatility · 1Y5.4%0.7%

3–1measures won
FLOT first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PCFI, FLOT

Today

[…]holdings […]

PCFIFLOT

PCFI—[…]

FLOT[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$911most kept, PCFI

PCFI$970 − $59 = $911

FLOT$425 − $15 = $410

KeptFee

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