Compare · 3 funds side by side · dividends reinvested

BYLD, BOND 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

BYLD, BOND 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

iShares Yield Optimized Bond ETFBonds & Cash · Other bonds0.41%5.40%+0.3%+1.3%+6.6%+2.0%−3.9%4.3%$422M1.8

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.30%+0.0%+0.8%+6.3%+0.3%−5.5%4.5%$9.2B2.8

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: BYLD 2014 · BOND 2012 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Yield Optimized Bond ETF · $422M$11,034

BYLD

BOND

PIMCO Active Bond Exchange-Traded Fund · $9.2B$10,143

$10,000 five years ago, dividends reinvested

BYLDMeasureBOND

+0.3%Year to dateJan 1 → Nov 6+0.0%

+1.3%1 yearTotal return+0.8%

+6.6%3 years · per year$10,000 became $12,116 · $12,017+6.3%

+2.0%5 years · per year$10,000 became $11,034 · $10,143+0.3%

0.41%Expense ratio$41 · $53 a year on $10k · lower is better0.53%

5.40%Trailing 12-mo yield$540 · $530 a year on $10k5.30%

−3.9%Worst dropSmaller is better−5.5%

4.3%VolatilityLower is calmer4.5%

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

8–0BYLD wins

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

More Ways to See the Pairs

BYLD vs BOND: Top 5 Holdings

Today

BYLD

[…]in top 5

BOND

in top 54.2%

BYLDStockBOND

not top 5PMBS3.8%

not top 5PRFD0.2%

not top 5LONZ0.2%

Held in common[…]

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

BYLD vs BOND Returns, Every Period

iSharesBYLD

+2.0%

5 years, per year

BONDPIMCO

+0.3%

5 years, per year

BYLDBONDFaded: behind in that period

4–0BYLD wins

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

BYLD vs BOND

YTD

iSharesBYLD

+0.3%

BONDPIMCO

+0.0%

+0.3%Year to date+0.0%

−3.9%Worst drop · 1Y−5.5%

4.3%Volatility · 1Y4.5%

5.4%Yield5.3%

$422MAssets$9.2B

4–0BYLD wins

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

Cost, Income and Risk

Fees: BYLD, BOND, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

BYLD0.41%$41

BOND0.53%$53

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

Yields: BYLD, BOND, SGOV

5.40%highest, BYLD

FundTrailing yieldYield$10k

BYLD5.40%$540

BOND5.30%$530

SGOV3.63%$363

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

Income After Fees on $10,000

$499most kept, BYLD

BYLD$540 − $41 = $499

BOND$530 − $53 = $477

SGOV$363 − $9 = $354

KeptFee

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

Overlap: BYLD, BOND, SGOV

Today

[…]holdings […]

BYLDBONDSGOV

BYLD—[…][…]

BOND[…]—[…]

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

BYLDWorst drop−3.9%4.3% vol

BONDWorst drop−5.5%4.5% vol

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

Paid More vs Made More

YTD

BYLDSGOV

+0.3%Year to date+3.2%

5.4%Yield3.6%

+1.3%Past year+3.8%

0.41%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$48.3B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026