Compare · 3 funds side by side · dividends reinvested

KBWD, SGOV and BND

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

02 / 04

KBWD, SGOV and BND, 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

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.9

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$331M2.5

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: KBWD 2010 · SGOV 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $331M$9,364

KBWD

SGOV

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

$10,000 five years ago, dividends reinvested

KBWDMeasureSGOV

−10.7%Year to dateJan 1 → Nov 5+3.1%

−7.5%1 yearTotal return+3.7%

+6.3%3 years · per year$10,000 became $12,018 · $11,419+4.5%

−1.3%5 years · per year$10,000 became $9,364 · $12,086+3.9%

5.39%Expense ratio$539 · $9 a year on $10k · lower is better0.09%

15.61%Trailing 12-mo yield$1,561 · $363 a year on $10k3.63%

−23.4%Worst dropSmaller is better0.0%

17.4%VolatilityLower is calmer0.2%

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

2–6SGOV wins

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

More Ways to See the Pairs

KBWD vs SGOV: Top 5 Holdings

Today

KBWD

19.7%in top 5

SGOV

in top 5[…]

KBWDStockSGOV

4.2%PMTnot top 5

4.1%IVRnot top 5

3.9%AINVnot top 5

3.8%ARRnot top 5

3.8%ORCnot top 5

Held in common[…]

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

KBWD vs SGOV Returns, Every Period

InvescoKBWD

−1.3%

5 years, per year

SGOViShares

+3.9%

5 years, per year

KBWDSGOVFaded: behind in that period

1–3SGOV wins

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

Income vs Bonds: KBWD vs BND

YTD

InvescoKBWD

−10.7%

BNDVanguard

−0.1%

−10.7%Year to date−0.1%

−23.4%Worst drop · 1Y−4.5%

17.4%Volatility · 1Y4.0%

15.6%Yield4.1%

$331MAssets$161B

3–1BND wins

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

Cost, Income and Risk

Fees: KBWD, SGOV, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SGOV0.09%$9

KBWD5.39%$539

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

Yields: KBWD, SGOV, BND

15.61%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.61%$1,561

BND4.13%$413

SGOV3.63%$363

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

Income After Fees on $10,000

$1,022most kept, KBWD

KBWD$1,561 − $539 = $1,022

BND$413 − $3 = $410

SGOV$363 − $9 = $354

KeptFee

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

Overlap: KBWD, SGOV, BND

Today

[…]holdings […]

KBWDSGOVBND

KBWD—[…][…]

SGOV[…]—[…]

BND[…][…]—

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

BNDWorst drop−4.5%4.0% vol

KBWDWorst drop−23.4%17.4% vol

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

Paid More vs Made More

YTD

KBWDSGOV

−10.7%Year to date+3.1%

15.6%Yield3.6%

−7.5%Past year+3.7%

5.39%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 5, 2026

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

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026