Compare · 2 funds side by side · dividends reinvested

IBHG and SGOV

IBHGiShares×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

IBHG 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

iShares iBonds 2027 Term High Yield and Income ETFBonds & Cash · High yield0.35%5.85%+1.8%+2.8%+7.4%+3.7%−0.7%1.9%$534M1.8

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: IBHG 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds 2027 Term High Yield and Income ETF · $534M$11,972

IBHG

SGOV

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

$10,000 five years ago, dividends reinvested

IBHGMeasureSGOV

+1.8%Year to dateJan 1 → Nov 6+3.2%

+2.8%1 yearTotal return+3.8%

+7.4%3 years · per year$10,000 became $12,397 · $11,419+4.5%

+3.7%5 years · per year$10,000 became $11,972 · $12,090+3.9%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

5.85%Trailing 12-mo yield$585 · $363 a year on $10k3.63%

−0.7%Worst dropSmaller is better0.0%

1.9%VolatilityLower is calmer0.2%

IBHGSGOV 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

IBHG vs SGOV: Top 5 Holdings

Today

IBHG

[…]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

IBHG vs SGOV Returns, Every Period

iSharesIBHG

+3.7%

5 years, per year

SGOViShares

+3.9%

5 years, per year

IBHGSGOVFaded: behind in that period

1–3SGOV wins

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

IBHG vs SGOV

YTD

iSharesIBHG

+1.8%

SGOViShares

+3.2%

+1.8%Year to date+3.2%

−0.7%Worst drop · 1Y+0.0%

1.9%Volatility · 1Y0.2%

5.8%Yield3.6%

$534MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: IBHG, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

IBHG0.35%$35

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

Yields: IBHG, SGOV

5.85%highest, IBHG

FundTrailing yieldYield$10k

IBHG5.85%$585

SGOV3.63%$363

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

Income After Fees on $10,000

$550most kept, IBHG

IBHG$585 − $35 = $550

SGOV$363 − $9 = $354

KeptFee

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

Overlap: IBHG, SGOV

Today

[…]holdings […]

IBHGSGOV

IBHG—[…]

SGOV[…]—

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

Return vs Bumpiness: 2 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IBHGWorst drop−0.7%1.9% vol

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

Paid More vs Made More

YTD

IBHGSGOV

+1.8%Year to date+3.2%

5.8%Yield3.6%

+2.8%Past year+3.8%

0.35%Fee0.09%

3–1SGOV wins

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