Compare · 2 funds side by side · dividends reinvested

BSMS and SGOV

BSMSInvesco×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

BSMS 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%$117B1.0

Invesco BulletShares 2028 Municipal Bond ETFBonds & Cash · Municipal0.18%2.82%+1.2%+2.3%+4.2%+0.3%−3.0%2.0%$357M2.0

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: BSMS 2019 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2028 Municipal Bond ETF · $357M$10,135

BSMS

SGOV

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

$10,000 five years ago, dividends reinvested

BSMSMeasureSGOV

+1.2%Year to dateJan 1 → Nov 4+3.1%

+2.3%1 yearTotal return+3.7%

+4.2%3 years · per year$10,000 became $11,320 · $11,419+4.5%

+0.3%5 years · per year$10,000 became $10,135 · $12,086+3.9%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

2.82%Trailing 12-mo yield$282 · $363 a year on $10k3.63%

−3.0%Worst dropSmaller is better0.0%

2.0%VolatilityLower is calmer0.2%

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

0–8SGOV wins

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

More Ways to See the Pairs

BSMS vs SGOV: Top 5 Holdings

Today

BSMS

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BSMS vs SGOV Returns, Every Period

InvescoBSMS

+0.3%

5 years, per year

SGOViShares

+3.9%

5 years, per year

BSMSSGOVFaded: behind in that period

0–4SGOV wins

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

BSMS vs SGOV

YTD

InvescoBSMS

+1.2%

SGOViShares

+3.1%

+1.2%Year to date+3.1%

−3.0%Worst drop · 1Y+0.0%

2.0%Volatility · 1Y0.2%

2.8%Yield3.6%

$357MAssets$117B

4–0SGOV wins

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

Cost, Income and Risk

Fees: BSMS, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

BSMS0.18%$18

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

Yields: BSMS, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

BSMS2.82%$282

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

BSMS$282 − $18 = $264

KeptFee

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

Overlap: BSMS, SGOV

Today

[…]holdings […]

BSMSSGOV

BSMS—[…]

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

BSMSWorst drop−3.0%2.0% vol

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

Paid More vs Made More

YTD

SGOVBSMS

+3.1%Year to date+1.2%

3.6%Yield2.8%

+3.7%Past year+2.3%

0.09%Fee0.18%

4–0SGOV 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$48.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026