Compare · 2 funds side by side · dividends reinvested

AFIF and SGOV

AFIFHorizon Funds×SGOViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,086SGOV · best of the two

02 / 04

AFIF and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.3

Anfield Universal Fixed Income ETFBonds & Cash · Core aggregate0.85%4.19%+1.6%+2.7%+6.2%+3.7%−1.6%2.6%$682M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AFIF 2018 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Anfield Universal Fixed Income ETF · $682M$11,987

AFIF

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

AFIFMeasureSGOV

+1.6%Year to dateJan 1 → Nov 4+3.1%

+2.7%1 yearTotal return+3.7%

+6.2%3 years · per year$10,000 became $11,987 · $11,419+4.5%

+3.7%5 years · per year$10,000 became $11,987 · $12,086+3.9%

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

4.19%Trailing 12-mo yield$419 · $363 a year on $10k3.63%

−1.6%Worst dropSmaller is better0.0%

2.6%VolatilityLower is calmer0.2%

AFIFSGOV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SGOV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFIF vs SGOV: Top 5 Holdings

Today

AFIF

4.3%in top 5

SGOV

in top 5[…]

AFIFStockSGOV

2.2%LMBSnot top 5

2.1%IGSBnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

AFIF vs SGOV Returns, Every Period

Horizon FundsAFIF

+3.7%

5 years, per year

SGOViShares

+3.9%

5 years, per year

AFIFSGOVFaded: behind in that period

1–3SGOV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AFIF vs SGOV

YTD

Horizon FundsAFIF

+1.6%

SGOViShares

+3.1%

+1.6%Year to date+3.1%

−1.6%Worst drop · 1Y+0.0%

2.6%Volatility · 1Y0.2%

4.2%Yield3.6%

$682MAssets$117B

3–1SGOV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFIF, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

AFIF0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFIF, SGOV

4.19%highest, AFIF

FundTrailing yieldYield$10k

AFIF4.19%$419

SGOV3.63%$363

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

AFIF$419 − $85 = $334

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFIF, SGOV

Today

[…]holdings […]

AFIFSGOV

AFIF—[…]

SGOV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

AFIFWorst drop−1.6%2.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AFIFSGOV

+1.6%Year to date+3.1%

4.2%Yield3.6%

+2.7%Past year+3.7%

0.85%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026