Compare · 2 funds side by side · dividends reinvested

IBMO and SGOV

IBMOiShares×SGOViShares×

Versus in desk

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

02 / 04

IBMO 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%$117B1.0

iShares iBonds Dec 2026 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.41%+1.8%+2.6%+3.4%+0.9%−0.3%1.1%$497M2.0

Rank among the two1st → 2ndFee, 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: IBMO 2019 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2026 Term Muni Bond ETF · $497M$10,462

IBMO

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

IBMOMeasureSGOV

+1.8%Year to dateJan 1 → Nov 5+3.1%

+2.6%1 yearTotal return+3.7%

+3.4%3 years · per year$10,000 became $11,069 · $11,417+4.5%

+0.9%5 years · per year$10,000 became $10,462 · $12,086+3.9%

0.10%Expense ratio$10 · $9 a year on $10k · lower is better0.09%

2.41%Trailing 12-mo yield$241 · $363 a year on $10k3.63%

−0.3%Worst dropSmaller is better0.0%

1.1%VolatilityLower is calmer0.2%

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

0–8SGOV wins

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

More Ways to See the Pairs

IBMO vs SGOV: Top 5 Holdings

Today

IBMO

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IBMO vs SGOV Returns, Every Period

iSharesIBMO

+0.9%

5 years, per year

SGOViShares

+3.9%

5 years, per year

IBMOSGOVFaded: behind in that period

0–4SGOV wins

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

IBMO vs SGOV

YTD

iSharesIBMO

+1.8%

SGOViShares

+3.1%

+1.8%Year to date+3.1%

−0.3%Worst drop · 1Y+0.0%

1.1%Volatility · 1Y0.2%

2.4%Yield3.6%

$497MAssets$117B

4–0SGOV wins

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

Cost, Income and Risk

Fees: IBMO, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

IBMO0.10%$10

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

Yields: IBMO, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

IBMO2.41%$241

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

IBMO$241 − $10 = $231

KeptFee

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

Overlap: IBMO, SGOV

Today

[…]holdings […]

IBMOSGOV

IBMO—[…]

SGOV[…]—

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

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IBMOWorst drop−0.3%1.1% vol

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

Paid More vs Made More

YTD

SGOVIBMO

+3.1%Year to date+1.8%

3.6%Yield2.4%

+3.7%Past year+2.6%

0.09%Fee0.10%

4–0SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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