Compare · 3 funds side by side · dividends reinvested

BSMY, IUSB and SGOV

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

02 / 04

BSMY, 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%$116B1.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B1.9

Invesco BulletShares 2034 Municipal Bond ETFBonds & Cash · Municipal0.18%3.71%+0.3%+0.5%[…][…]−7.9%4.4%$167M2.5

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: BSMY 2024 · IUSB 2014 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2034 Municipal Bond ETF · $167M[…]

BSMY

IUSB

iShares Core Universal USD Bond ETF · $50.5B$10,151

$10,000 five years ago, dividends reinvested

BSMYMeasureIUSB

+0.3%Year to dateJan 1 → Nov 9+0.1%

+0.5%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,705+5.4%

[…]5 years · per year$10,000 became […] · $10,151+0.3%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

3.71%Trailing 12-mo yield$371 · $433 a year on $10k4.33%

−7.9%Worst dropSmaller is better−4.3%

4.4%VolatilityLower is calmer3.9%

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

1–4IUSB wins

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

More Ways to See the Pairs

BSMY vs IUSB: Top 5 Holdings

Today

BSMY

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BSMY vs IUSB Returns, Every Period

InvescoBSMY

+0.5%

past year

IUSBiShares

+0.5%

past year

BSMYIUSBFaded: behind in that period

1–0BSMY wins

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

BSMY vs IUSB

YTD

InvescoBSMY

+0.3%

IUSBiShares

+0.1%

+0.3%Year to date+0.1%

−7.9%Worst drop · 1Y−4.3%

4.4%Volatility · 1Y3.9%

3.7%Yield4.3%

$167MAssets$50.5B

3–1IUSB wins

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

Cost, Income and Risk

Fees: BSMY, IUSB, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

BSMY0.18%$18

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

Yields: BSMY, IUSB, SGOV

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

BSMY3.71%$371

SGOV3.63%$363

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

SGOV$363 − $9 = $354

BSMY$371 − $18 = $353

KeptFee

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

Overlap: BSMY, IUSB, SGOV

Today

[…]holdings […]

BSMYIUSBSGOV

BSMY—[…][…]

IUSB[…]—[…]

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

IUSBWorst drop−4.3%3.9% vol

BSMYWorst drop−7.9%4.4% vol

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

Paid More vs Made More

YTD

IUSBSGOV

+0.1%Year to date+3.2%

4.3%Yield3.6%

+0.5%Past year+3.8%

0.06%Fee0.09%

2–2level

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%

$116BAssets$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%

$122BAssets$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