Compare · 3 funds side by side · dividends reinvested

DIAL, SGOV and IUSB

DIALColumbia Threadneedle×SGOViShares×IUSBiShares×

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

02 / 04

DIAL, SGOV and IUSB, 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%$117B1.6

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.0

Columbia Diversified Fixed Income Allocation ETFBonds & Cash · Other bonds0.29%5.29%−0.5%+0.6%+6.7%+0.4%−4.7%4.6%$421M2.4

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: DIAL 2017 · SGOV 2020 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Diversified Fixed Income Allocation ETF · $421M$10,198

DIAL

SGOV

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

$10,000 five years ago, dividends reinvested

DIALMeasureSGOV

−0.5%Year to dateJan 1 → Nov 6+3.2%

+0.6%1 yearTotal return+3.8%

+6.7%3 years · per year$10,000 became $12,160 · $11,419+4.5%

+0.4%5 years · per year$10,000 became $10,198 · $12,090+3.9%

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

5.29%Trailing 12-mo yield$529 · $363 a year on $10k3.63%

−4.7%Worst dropSmaller is better0.0%

4.6%VolatilityLower is calmer0.2%

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

2–6SGOV wins

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

More Ways to See the Pairs

DIAL vs SGOV: Top 5 Holdings

Today

DIAL

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DIAL vs SGOV Returns, Every Period

Columbia ThreadneedleDIAL

+0.4%

5 years, per year

SGOViShares

+3.9%

5 years, per year

DIALSGOVFaded: behind in that period

1–3SGOV wins

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

DIAL vs IUSB

YTD

Columbia ThreadneedleDIAL

−0.5%

IUSBiShares

+0.1%

−0.5%Year to date+0.1%

−4.7%Worst drop · 1Y−4.3%

4.6%Volatility · 1Y3.9%

5.3%Yield4.3%

$421MAssets$50.4B

3–1IUSB wins

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

Cost, Income and Risk

Fees: DIAL, SGOV, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

DIAL0.29%$29

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

Yields: DIAL, SGOV, IUSB

5.29%highest, DIAL

FundTrailing yieldYield$10k

DIAL5.29%$529

IUSB4.34%$434

SGOV3.63%$363

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

Income After Fees on $10,000

$500most kept, DIAL

DIAL$529 − $29 = $500

IUSB$434 − $6 = $428

SGOV$363 − $9 = $354

KeptFee

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

Overlap: DIAL, SGOV, IUSB

Today

[…]holdings […]

DIALSGOVIUSB

DIAL—[…][…]

SGOV[…]—[…]

IUSB[…][…]—

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

IUSBWorst drop−4.3%3.9% vol

DIALWorst drop−4.7%4.6% vol

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

Paid More vs Made More

YTD

DIALSGOV

−0.5%Year to date+3.2%

5.3%Yield3.6%

+0.6%Past year+3.8%

0.29%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