Compare · 3 funds side by side · dividends reinvested

LMBS, VUSB and SGOV

LMBSFirst Trust×VUSBVanguard×SGOViShares×

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

02 / 04

LMBS, VUSB 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%$117B1.5

Vanguard Ultra-Short Bond ETFBonds & Cash · Ultra-short0.10%4.27%+2.9%+3.7%+5.2%+3.7%−0.4%0.7%$9.9B1.9

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.15%+1.6%+2.4%+6.1%+3.2%−2.0%2.1%$6.6B2.6

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: LMBS 2014 · VUSB 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,704

LMBS

VUSB

Vanguard Ultra-Short Bond ETF · $9.9B$12,017

$10,000 five years ago, dividends reinvested

LMBSMeasureVUSB

+1.6%Year to dateJan 1 → Nov 5+2.9%

+2.4%1 yearTotal return+3.7%

+6.1%3 years · per year$10,000 became $11,929 · $11,646+5.2%

+3.2%5 years · per year$10,000 became $11,704 · $12,016+3.7%

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

4.15%Trailing 12-mo yield$415 · $427 a year on $10k4.27%

−2.0%Worst dropSmaller is better−0.4%

2.1%VolatilityLower is calmer0.7%

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

1–7VUSB wins

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

More Ways to See the Pairs

LMBS vs VUSB: Top 5 Holdings

Today

LMBS

0.1%in top 5

VUSB

in top 5[…]

LMBSStockVUSB

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 5, 2026 · share of each fund

LMBS vs VUSB Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

VUSBVanguard

+3.7%

5 years, per year

LMBSVUSBFaded: behind in that period

1–3VUSB wins

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

LMBS vs VUSB

YTD

First TrustLMBS

+1.6%

VUSBVanguard

+2.9%

+1.6%Year to date+2.9%

−2.0%Worst drop · 1Y−0.4%

2.1%Volatility · 1Y0.7%

4.2%Yield4.3%

$6.6BAssets$9.9B

4–0VUSB wins

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

Cost, Income and Risk

Fees: LMBS, VUSB, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

VUSB0.10%$10

LMBS0.66%$66

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

Yields: LMBS, VUSB, SGOV

4.27%highest, VUSB

FundTrailing yieldYield$10k

VUSB4.27%$427

LMBS4.15%$415

SGOV3.63%$363

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

Income After Fees on $10,000

$417most kept, VUSB

VUSB$427 − $10 = $417

SGOV$363 − $9 = $354

LMBS$415 − $66 = $349

KeptFee

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

Overlap: LMBS, VUSB, SGOV

Today

[…]holdings […]

LMBSVUSBSGOV

LMBS—[…][…]

VUSB[…]—[…]

SGOV[…][…]—

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

VUSBWorst drop−0.4%0.7% vol

LMBSWorst drop−2.0%2.1% vol

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

Paid More vs Made More

YTD

VUSBSGOV

+2.9%Year to date+3.1%

4.3%Yield3.6%

+3.7%Past year+3.7%

0.10%Fee0.09%

2–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026