Compare · 2 funds side by side · dividends reinvested

DDX and SGOV

DDXDiscipline Funds×SGOViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,090SGOV · best of the two

02 / 04

DDX 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%$117B1.4

Defined Duration 10 ETFBonds & Cash · Other bonds0.29%3.17%+4.6%+6.3%+9.5%+2.4%−4.4%5.9%$77M1.6

Rank among the two1st → 2ndFee, 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: DDX 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Defined Duration 10 ETF · $77M$11,236

DDX

SGOV

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

$10,000 five years ago, dividends reinvested

DDXMeasureSGOV

+4.6%Year to dateJan 1 → Nov 6+3.2%

+6.3%1 yearTotal return+3.8%

+9.5%3 years · per year$10,000 became $13,118 · $11,419+4.5%

+2.4%5 years · per year$10,000 became $11,236 · $12,090+3.9%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

3.17%Trailing 12-mo yield$317 · $363 a year on $10k3.63%

−4.4%Worst dropSmaller is better0.0%

5.9%VolatilityLower is calmer0.2%

DDXSGOV 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

DDX vs SGOV: Top 5 Holdings

Today

DDX

40.9%in top 5

SGOV

in top 5[…]

DDXStockSGOV

15.3%SPDWnot top 5

15.2%VTVnot top 5

4.7%VWOnot top 5

3.7%VGLTnot top 5

2.0%VOOnot top 5

Held in common[…]

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

DDX vs SGOV Returns, Every Period

Discipline FundsDDX

+2.4%

5 years, per year

SGOViShares

+3.9%

5 years, per year

DDXSGOVFaded: behind in that period

3–1DDX wins

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

DDX vs SGOV

YTD

Discipline FundsDDX

+4.6%

SGOViShares

+3.2%

+4.6%Year to date+3.2%

−4.4%Worst drop · 1Y+0.0%

5.9%Volatility · 1Y0.2%

3.2%Yield3.6%

$77.4MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: DDX, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DDX0.29%$29

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

Yields: DDX, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

DDX3.17%$317

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

DDX$317 − $29 = $288

KeptFee

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

Overlap: DDX, SGOV

Today

[…]holdings […]

DDXSGOV

DDX—[…]

SGOV[…]—

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

Return vs Bumpiness: 2 ETFs

+6.3%DDX, at 5.9% volatility

SGOVWorst drop0.0%0.2% vol

DDXWorst drop−4.4%5.9% vol

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

Paid More vs Made More

YTD

SGOVDDX

+3.2%Year to date+4.6%

3.6%Yield3.2%

+3.8%Past year+6.3%

0.09%Fee0.29%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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