Compare · 3 funds side by side · dividends reinvested

BAMY, IUSB and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

BAMY, IUSB 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%$117B1.6

Brookstone Yield ETFUnsorted0.95%7.08%+0.2%+1.9%+9.8%[…]−3.1%4.3%$41M2.0

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: BAMY 2023 · IUSB 2014 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,138

IUSB

BAMY

Brookstone Yield ETF · $41M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureBAMY

+0.1%Year to dateJan 1 → Nov 6+0.2%

+0.8%1 yearTotal return+1.9%

+5.6%3 years · per year$10,000 became $11,774 · $13,236+9.8%

+0.3%5 years · per year$10,000 became $10,138 · […][…]

0.06%Expense ratio$6 · $95 a year on $10k · lower is better0.95%

4.34%Trailing 12-mo yield$434 · $708 a year on $10k7.08%

−4.3%Worst dropSmaller is better−3.1%

3.9%VolatilityLower is calmer4.3%

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

2–5BAMY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs BAMY: Top 5 Holdings

Today

IUSB

[…]in top 5

BAMY

in top 598.4%

IUSBStockBAMY

not top 5USHY19.9%

not top 5SCYB19.9%

not top 5SPHY19.9%

not top 5HYDB19.7%

not top 5SHYG19.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IUSB vs BAMY Returns, Every Period

iSharesIUSB

+0.8%

past year

BAMYBrookstone

+1.9%

past year

IUSBBAMYFaded: behind in that period

0–3BAMY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Unsorted: IUSB vs BAMY

YTD

iSharesIUSB

+0.1%

BAMYBrookstone

+0.2%

+0.1%Year to date+0.2%

−4.3%Worst drop · 1Y−3.1%

3.9%Volatility · 1Y4.3%

4.3%Yield7.1%

$50.4BAssets$40.9M

3–1BAMY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAMY, IUSB, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

BAMY0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BAMY, IUSB, SGOV

7.08%highest, BAMY

FundTrailing yieldYield$10k

BAMY7.08%$708

IUSB4.34%$434

SGOV3.63%$363

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$613most kept, BAMY

BAMY$708 − $95 = $613

IUSB$434 − $6 = $428

SGOV$363 − $9 = $354

KeptFee

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

Overlap: BAMY, IUSB, SGOV

Today

[…]holdings […]

BAMYIUSBSGOV

BAMY—[…][…]

IUSB[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 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

IUSBWorst drop−4.3%3.9% vol

BAMYWorst drop−3.1%4.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BAMYSGOV

+0.2%Year to date+3.2%

7.1%Yield3.6%

+1.9%Past year+3.8%

0.95%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 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$48.4B

1–1level

End-of-day Nov 6, 2026

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