Compare · 3 funds side by side · dividends reinvested

FIXD, IUSB and SGOV

FIXDFirst Trust×IUSBiShares×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

FIXD, 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%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.6

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−4.3%3.9%$50.4B1.8

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.2%−0.8%+5.4%−0.8%−5.4%4.4%$2.8B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FIXD 2017 · IUSB 2014 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,142

IUSB

FIXD

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,628

$10,000 five years ago, dividends reinvested

IUSBMeasureFIXD

+0.2%Year to dateJan 1 → Nov 5−1.2%

+0.6%1 yearTotal return−0.8%

+6.0%3 years · per year$10,000 became $11,909 · $11,721+5.4%

+0.3%5 years · per year$10,000 became $10,142 · $9,628−0.8%

0.06%Expense ratio$6 · $65 a year on $10k · lower is better0.65%

4.33%Trailing 12-mo yield$433 · $482 a year on $10k4.82%

−4.3%Worst dropSmaller is better−5.4%

3.9%VolatilityLower is calmer4.4%

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

7–1IUSB wins

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

More Ways to See the Pairs

IUSB vs FIXD: Top 5 Holdings

Today

IUSB

[…]in top 5

FIXD

in top 50.3%

IUSBStockFIXD

not top 5XELLL0.2%

not top 5JXN-PA0.1%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IUSB vs FIXD Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

FIXDFirst Trust

−0.8%

5 years, per year

IUSBFIXDFaded: behind in that period

4–0IUSB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IUSB vs FIXD

YTD

iSharesIUSB

+0.2%

FIXDFirst Trust

−1.2%

+0.2%Year to date−1.2%

−4.3%Worst drop · 1Y−5.4%

3.9%Volatility · 1Y4.4%

4.3%Yield4.8%

$50.4BAssets$2.8B

3–1IUSB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIXD, IUSB, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

FIXD0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FIXD, IUSB, SGOV

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

IUSB4.33%$433

SGOV3.63%$363

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

FIXD$482 − $65 = $417

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FIXD, IUSB, SGOV

Today

[…]holdings […]

FIXDIUSBSGOV

FIXD—[…][…]

IUSB[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IUSBWorst drop−4.3%3.9% vol

FIXDWorst drop−5.4%4.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDSGOV

−1.2%Year to date+3.1%

4.8%Yield3.6%

−0.8%Past year+3.7%

0.65%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026