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%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.8

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.86%−12.1%−9.0%+5.1%−1.8%−23.4%17.5%$331M2.6

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: KBWD 2010 · SGOV 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SGOV

KBWD

Invesco KBW High Dividend Yield Financial ETF · $331M$9,147

$10,000 five years ago, dividends reinvested

SGOVMeasureKBWD

+3.1%Year to dateJan 1 → Nov 5−12.1%

+3.7%1 yearTotal return−9.0%

+4.5%3 years · per year$10,000 became $11,417 · $11,600+5.1%

+3.9%5 years · per year$10,000 became $12,086 · $9,148−1.8%

0.09%Expense ratio$9 · $539 a year on $10k · lower is better5.39%

3.63%Trailing 12-mo yield$363 · $1,586 a year on $10k15.86%

0.0%Worst dropSmaller is better−23.4%

0.2%VolatilityLower is calmer17.5%

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

6–2SGOV wins

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

More Ways to See the Pairs

SGOV vs KBWD: Top 5 Holdings

Today

SGOV

[…]in top 5

KBWD

in top 519.7%

SGOVStockKBWD

not top 5PMT4.2%

not top 5IVR4.1%

not top 5ARR3.8%

not top 5ORC3.8%

not top 5AINV3.8%

Held in common[…]

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

SGOV vs KBWD Returns, Every Period

iSharesSGOV

+3.9%

5 years, per year

KBWDInvesco

−1.8%

5 years, per year

SGOVKBWDFaded: behind in that period

3–1SGOV wins

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

Bonds vs Income: SGOV vs KBWD

YTD

iSharesSGOV

+3.1%

KBWDInvesco

−12.1%

+3.1%Year to date−12.1%

+0.0%Worst drop · 1Y−23.4%

0.2%Volatility · 1Y17.5%

3.6%Yield15.9%

$117BAssets$331M

3–1SGOV 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

15.86%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.86%$1,586

BND4.12%$412

SGOV3.63%$363

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

Income After Fees on $10,000

$1,047most kept, KBWD

KBWD$1,586 − $539 = $1,047

BND$412 − $3 = $409

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%17.5% vol

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

Paid More vs Made More

YTD

KBWDSGOV

−12.1%Year to date+3.1%

15.9%Yield3.6%

−9.0%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

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026