Compare · 3 funds side by side · dividends reinvested

CPHY, BAMY 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

CPHY, BAMY 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%$117B1.3

Brookstone Yield ETFUnsorted0.95%7.08%+0.2%+1.9%+9.8%[…]−3.1%4.3%$41M2.1

F/m Compoundr High Yield Bond ETFBonds & Cash · High yield0.35%0.00%−0.6%+0.8%[…][…]−2.9%3.6%$3M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: CPHY 2025 · BAMY 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

F/m Compoundr High Yield Bond ETF · $3M[…]

CPHY

BAMY

Brookstone Yield ETF · $41M[…]

$10,000 five years ago, dividends reinvested · they hold 39.8% in common

CPHYMeasureBAMY

−0.6%Year to dateJan 1 → Nov 6+0.2%

+0.8%1 yearTotal return+1.9%

[…]3 years · per year$10,000 became […] · $13,236+9.8%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $95 a year on $10k · lower is better0.95%

0.00%Trailing 12-mo yield$0 · $708 a year on $10k7.08%

−2.9%Worst dropSmaller is better−3.1%

3.6%VolatilityLower is calmer4.3%

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

3–3Level

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

More Ways to See the Pairs

CPHY vs BAMY: Top 5 Holdings

Today

CPHY

99.9%in top 5

BAMY

in top 598.4%

CPHYStockBAMY

50.0%SPHY19.9%

50.0%USHY19.9%

not top 5SCYB19.9%

not top 5HYDB19.7%

not top 5SHYG19.1%

Held in common39.8%

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

CPHY vs BAMY Returns, Every Period

F/mCPHY

+0.8%

past year

BAMYBrookstone

+1.9%

past year

CPHYBAMYFaded: behind in that period

0–2BAMY wins

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

Bonds vs Unsorted: CPHY vs BAMY

YTD

F/mCPHY

−0.6%

BAMYBrookstone

+0.2%

−0.6%Year to date+0.2%

−2.9%Worst drop · 1Y−3.1%

3.6%Volatility · 1Y4.3%

0.0%Yield7.1%

$3.1MAssets$40.9M

2–2level

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

Cost, Income and Risk

Fees: CPHY, BAMY, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

CPHY0.35%$35

BAMY0.95%$95

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

Yields: CPHY, BAMY, SGOV

7.08%highest, BAMY

FundTrailing yieldYield$10k

BAMY7.08%$708

SGOV3.63%$363

CPHY0.00%$0

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

Income After Fees on $10,000

$613most kept, BAMY

BAMY$708 − $95 = $613

SGOV$363 − $9 = $354

CPHY$0 − $35 = −$35

KeptFee

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

Overlap: CPHY, BAMY, SGOV

Today

39.8%most shared, CPHY and BAMY

CPHYBAMYSGOV

CPHY—39.8%[…]

BAMY39.8%—[…]

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

CPHYWorst drop−2.9%3.6% 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