Compare · 3 funds side by side · dividends reinvested

BSJS, SGOV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

BSJS, SGOV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

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%$117B2.0

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.07%+3.0%+4.4%+8.6%+3.3%−1.6%2.6%$784M2.3

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: BSJS 2020 · SGOV 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $784M$11,756

BSJS

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

BSJSMeasureSGOV

+3.0%Year to dateJan 1 → Nov 6+3.2%

+4.4%1 yearTotal return+3.8%

+8.6%3 years · per year$10,000 became $12,818 · $11,419+4.5%

+3.3%5 years · per year$10,000 became $11,756 · $12,090+3.9%

0.42%Expense ratio$42 · $9 a year on $10k · lower is better0.09%

6.07%Trailing 12-mo yield$607 · $363 a year on $10k3.63%

−1.6%Worst dropSmaller is better0.0%

2.6%VolatilityLower is calmer0.2%

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

3–5SGOV wins

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

More Ways to See the Pairs

BSJS vs SGOV: Top 5 Holdings

Today

BSJS

0.3%in top 5

SGOV

in top 5[…]

BSJSStockSGOV

0.3%AGPXXnot top 5

Held in common[…]

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

BSJS vs SGOV Returns, Every Period

InvescoBSJS

+3.3%

5 years, per year

SGOViShares

+3.9%

5 years, per year

BSJSSGOVFaded: behind in that period

2–2Level

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

BSJS vs SGOV

YTD

InvescoBSJS

+3.0%

SGOViShares

+3.2%

+3.0%Year to date+3.2%

−1.6%Worst drop · 1Y+0.0%

2.6%Volatility · 1Y0.2%

6.1%Yield3.6%

$784MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: BSJS, SGOV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SGOV0.09%$9

BSJS0.42%$42

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

Yields: BSJS, SGOV, SPYM

6.07%highest, BSJS

FundTrailing yieldYield$10k

BSJS6.07%$607

SGOV3.63%$363

SPYM1.05%$105

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

Income After Fees on $10,000

$565most kept, BSJS

BSJS$607 − $42 = $565

SGOV$363 − $9 = $354

SPYM$105 − $2 = $103

KeptFee

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

Overlap: BSJS, SGOV, SPYM

Today

0.0%most shared, BSJS and SPYM

BSJSSGOVSPYM

BSJS—[…]0.0%

SGOV[…]—[…]

SPYM0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SGOVWorst drop0.0%0.2% vol

BSJSWorst drop−1.6%2.6% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

BSJSSPYM

+3.0%Year to date+8.8%

6.1%Yield1.1%

+4.4%Past year+9.8%

0.42%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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