PCFI vs RSBY

APCFI

BRSBY

Measures won4–0PCFI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.59%PCFI · $59 on $10k

Most income9.72%PCFI · $972 on $10k

Smallest drop−2.8%PCFI · worst fall in 1Y

Held in common[…]PCFI and RSBY

PCFI

RSBY

Polen Floating Rate Income ETF · $14MReturn Stacked Bonds & Futures Yield ETF · $47M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.59%Expense ratio$59 · $101 on $10k · lower wins1.01%

9.72%12-mo yield$972 · $175 on $10k1.75%

−2.8%Worst dropSmaller wins−6.5%

5.4%VolatilityLower wins11.4%

4–0PCFI wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsPCFI · RSBY

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

Held in common[…]

End-of-day Nov 3, 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						3Y/yr	5Y/yr
1	APCFI	Polen Floating Rate Income ETFRead Desk		0.59%	9.72%	+0.3%	+1.9%	+1.0%	new	new	−2.8%	$14M
2	BRSBY	Return Stacked Bonds & Futures Yield ETFRead Desk		1.01%	1.75%	−0.2%	+18.5%	+14.0%	new	new	−6.5%	$47M

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	APCFI	Polen Floating Rate Income ETFRead Desk		0.59%	9.72%	+0.3%	+1.9%	+1.0%	new	new	−2.8%	$14M
2	BRSBY	Return Stacked Bonds & Futures Yield ETFRead Desk		1.01%	1.75%	−0.2%	+18.5%	+14.0%	new	new	−6.5%	$47M

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

Cards for this view

PCFI vs RSBY

PCFI

Polen Floating Rate Income

[…]

RSBY

Return Stacked Bonds & Futures Yield

[…]

MeasurePCFIRSBY

Fee0.59%1.01%

Cost on $10k a year$59$101

Yield9.72%1.75%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−2.8%−6.5%

Volatility · 1Y5.4%11.4%

4–0measures won
PCFI first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PCFI, RSBY

Today

[…]holdings […]

PCFIRSBY

PCFI—[…]

RSBY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$913most kept, PCFI

PCFI$972 − $59 = $913

RSBY$175 − $101 = $74

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee