TFLO vs SHV

ATFLO

BSHV

Measures won3–1TFLO wins · of 6 · 5Y

$10,000 · 5Y$12,165TFLO · SHV $11,964

Lowest cost0.15%TFLO · $15 on $10k

Most income3.74%TFLO · $374 on $10k

Smallest drop−0.0%TFLO · worst fall in 1Y

Held in common[…]TFLO and SHV

TFLO

SHV

iShares Treasury Floating Rate Bond ETF · $7.3BiShares Trust iShares 0-1 Year Treasury Bond ETF · $21.3B

+4.6%3 years · per year$11,436 · $11,395+4.4%

+4.0%5 years · per year$12,165 · $11,964+3.7%

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

3.74%12-mo yield$374 · $365 on $10k3.65%

−0.0%Worst dropSmaller wins−0.0%

0.3%VolatilityLower wins0.2%

3–1TFLO wins

$10,000 · 5 yearsOne scale

Shared top holdingsTFLO · SHV

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	ATFLO	iShares Treasury Floating Rate Bond ETFRead Desk		0.15%	3.74%	0.0%	+3.4%	+4.0%	+4.6%	+4.0%	−0.0%	$7.3B
2	BSHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.7%	+4.4%	+3.7%	−0.0%	$21.3B

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	ATFLO	iShares Treasury Floating Rate Bond ETFRead Desk		0.15%	3.74%	0.0%	+3.4%	+4.0%	+4.6%	+4.0%	−0.0%	$7.3B
2	BSHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.7%	+4.4%	+3.7%	−0.0%	$21.3B

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

TFLO vs SHV

TFLO

iShares Treasury Floating Rate Bond

$12,165

SHV

iShares Trust iShares 0-1 Year Treasury Bond

$11,964

MeasureTFLOSHV

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield3.74%3.65%

5 years, per year+4.0%+3.7%

3 years, per year+4.6%+4.4%

Worst drop · 1Y−0.0%−0.0%

Volatility · 1Y0.3%0.2%

3–1measures won
TFLO 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: TFLO, SHV

Today

[…]holdings […]

TFLOSHV

TFLO—[…]

SHV[…]—

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

Income After Fees on $10,000

$359most kept, TFLO

TFLO$374 − $15 = $359

SHV$365 − $15 = $350

KeptFee

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