Compare · 3 funds side by side · dividends reinvested

AVSF, CGSD and SGOV

AVSFAvantis×CGSDCapital Group×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

AVSF, CGSD 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.5

Capital Group Short Duration Income ETFBonds & Cash · Short-term0.25%4.41%+1.6%+2.5%+5.1%[…]−1.3%1.7%$2.9B1.9

Avantis Short-Term Fixed Income ETFBonds & Cash · Short-term0.15%4.37%+1.0%+1.8%+4.8%+2.1%−1.6%2.0%$636M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AVSF 2020 · CGSD 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Short-Term Fixed Income ETF · $636M$11,095

AVSF

CGSD

Capital Group Short Duration Income ETF · $2.9B[…]

$10,000 five years ago, dividends reinvested

AVSFMeasureCGSD

+1.0%Year to dateJan 1 → Nov 9+1.6%

+1.8%1 yearTotal return+2.5%

+4.8%3 years · per year$10,000 became $11,495 · $11,618+5.1%

+2.1%5 years · per year$10,000 became $11,095 · […][…]

0.15%Expense ratio$15 · $25 a year on $10k · lower is better0.25%

4.37%Trailing 12-mo yield$437 · $441 a year on $10k4.41%

−1.6%Worst dropSmaller is better−1.3%

2.0%VolatilityLower is calmer1.7%

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

1–6CGSD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVSF vs CGSD: Top 5 Holdings

Today

AVSF

[…]in top 5

CGSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

AVSF vs CGSD Returns, Every Period

AvantisAVSF

+1.8%

past year

CGSDCapital Group

+2.5%

past year

AVSFCGSDFaded: behind in that period

0–3CGSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AVSF vs CGSD

YTD

AvantisAVSF

+1.0%

CGSDCapital Group

+1.6%

+1.0%Year to date+1.6%

−1.6%Worst drop · 1Y−1.3%

2.0%Volatility · 1Y1.7%

4.4%Yield4.4%

$636MAssets$2.9B

3–0CGSD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVSF, CGSD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

AVSF0.15%$15

CGSD0.25%$25

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AVSF, CGSD, SGOV

4.41%highest, CGSD

FundTrailing yieldYield$10k

CGSD4.41%$441

AVSF4.37%$437

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$422most kept, AVSF

AVSF$437 − $15 = $422

CGSD$441 − $25 = $416

SGOV$363 − $9 = $354

KeptFee

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

Overlap: AVSF, CGSD, SGOV

Today

[…]holdings […]

AVSFCGSDSGOV

AVSF—[…][…]

CGSD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

CGSDWorst drop−1.3%1.7% vol

AVSFWorst drop−1.6%2.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CGSDSGOV

+1.6%Year to date+3.2%

4.4%Yield3.6%

+2.5%Past year+3.8%

0.25%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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