Compare · 3 funds side by side · dividends reinvested

LMBS, FUSI and SGOV

LMBSFirst Trust×FUSIAmerican Century×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

LMBS, FUSI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

American Century Ultrashort Income ETFBonds & Cash · Ultra-short0.19%4.84%+4.3%+5.2%+5.5%[…]−0.4%1.1%$73M1.6

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%$117B1.8

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.15%+1.7%+2.7%+6.0%+3.2%−2.0%2.1%$6.6B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LMBS 2014 · FUSI 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,706

LMBS

FUSI

American Century Ultrashort Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

LMBSMeasureFUSI

+1.7%Year to dateJan 1 → Nov 6+4.3%

+2.7%1 yearTotal return+5.2%

+6.0%3 years · per year$10,000 became $11,913 · $11,742+5.5%

+3.2%5 years · per year$10,000 became $11,706 · […][…]

0.66%Expense ratio$66 · $19 a year on $10k · lower is better0.19%

4.15%Trailing 12-mo yield$415 · $484 a year on $10k4.84%

−2.0%Worst dropSmaller is better−0.4%

2.1%VolatilityLower is calmer1.1%

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

1–6FUSI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LMBS vs FUSI: Top 5 Holdings

Today

LMBS

0.1%in top 5

FUSI

in top 5[…]

LMBSStockFUSI

0.0%MGOVnot top 5

0.0%LGOVnot top 5

0.0%SCIOnot top 5

0.0%CAAAnot top 5

Held in common[…]

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

LMBS vs FUSI Returns, Every Period

First TrustLMBS

+2.7%

past year

FUSIAmerican Century

+5.2%

past year

LMBSFUSIFaded: behind in that period

1–2FUSI wins

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

LMBS vs FUSI

YTD

First TrustLMBS

+1.7%

FUSIAmerican Century

+4.3%

+1.7%Year to date+4.3%

−2.0%Worst drop · 1Y−0.4%

2.1%Volatility · 1Y1.1%

4.2%Yield4.8%

$6.6BAssets$73.0M

4–0FUSI wins

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

Cost, Income and Risk

Fees: LMBS, FUSI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

FUSI0.19%$19

LMBS0.66%$66

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

Yields: LMBS, FUSI, SGOV

4.84%highest, FUSI

FundTrailing yieldYield$10k

FUSI4.84%$484

LMBS4.15%$415

SGOV3.63%$363

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

Income After Fees on $10,000

$465most kept, FUSI

FUSI$484 − $19 = $465

SGOV$363 − $9 = $354

LMBS$415 − $66 = $349

KeptFee

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

Overlap: LMBS, FUSI, SGOV

Today

[…]holdings […]

LMBSFUSISGOV

LMBS—[…][…]

FUSI[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+5.2%FUSI, at 1.1% volatility

SGOVWorst drop0.0%0.2% vol

FUSIWorst drop−0.4%1.1% vol

LMBSWorst drop−2.0%2.1% vol

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

Paid More vs Made More

YTD

FUSISGOV

+4.3%Year to date+3.2%

4.8%Yield3.6%

+5.2%Past year+3.8%

0.19%Fee0.09%

3–1FUSI 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