Compare · 3 funds side by side · dividends reinvested

FXED, IUSB and SGOV

FXEDSound Income×IUSBiShares×SGOViShares×

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

02 / 04

FXED, 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%+3.2%+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

Sound Enhanced Fixed Income ETFBonds & Cash · Other bonds0.49%7.43%−1.9%−0.8%+6.6%+1.6%−6.2%8.9%$40M2.4

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: FXED 2020 · IUSB 2014 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Sound Enhanced Fixed Income ETF · $40M$10,812

FXED

SGOV

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

$10,000 five years ago, dividends reinvested

FXEDMeasureSGOV

−1.9%Year to dateJan 1 → Nov 6+3.2%

−0.8%1 yearTotal return+3.8%

+6.6%3 years · per year$10,000 became $12,100 · $11,419+4.5%

+1.6%5 years · per year$10,000 became $10,812 · $12,090+3.9%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

7.43%Trailing 12-mo yield$743 · $363 a year on $10k3.63%

−6.2%Worst dropSmaller is better0.0%

8.9%VolatilityLower is calmer0.2%

FXEDSGOV 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

FXED vs SGOV: Top 5 Holdings

Today

FXED

13.5%in top 5

SGOV

in top 5[…]

FXEDStockSGOV

3.1%GBDCnot top 5

2.8%TSLXnot top 5

2.6%74432087not top 5

2.5%89832Q69not top 5

2.5%HTGCnot top 5

Held in common[…]

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

FXED vs SGOV Returns, Every Period

Sound IncomeFXED

+1.6%

5 years, per year

SGOViShares

+3.9%

5 years, per year

FXEDSGOVFaded: behind in that period

1–3SGOV wins

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

FXED vs IUSB

YTD

Sound IncomeFXED

−1.9%

IUSBiShares

+0.1%

−1.9%Year to date+0.1%

−6.2%Worst drop · 1Y−4.3%

8.9%Volatility · 1Y3.9%

7.4%Yield4.3%

$39.9MAssets$50.4B

3–1IUSB wins

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

Cost, Income and Risk

Fees: FXED, IUSB, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

FXED0.49%$49

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

Yields: FXED, IUSB, SGOV

7.43%highest, FXED

FundTrailing yieldYield$10k

FXED7.43%$743

IUSB4.34%$434

SGOV3.63%$363

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

Income After Fees on $10,000

$694most kept, FXED

FXED$743 − $49 = $694

IUSB$434 − $6 = $428

SGOV$363 − $9 = $354

KeptFee

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

Overlap: FXED, IUSB, SGOV

Today

[…]holdings […]

FXEDIUSBSGOV

FXED—[…][…]

IUSB[…]—[…]

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

IUSBWorst drop−4.3%3.9% vol

FXEDWorst drop−6.2%8.9% vol

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

Paid More vs Made More

YTD

FXEDSGOV

−1.9%Year to date+3.2%

7.4%Yield3.6%

−0.8%Past year+3.8%

0.49%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