Compare · 3 funds side by side · dividends reinvested

MCVT, BSV and SGOV

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

02 / 04

MCVT, BSV 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%$117B1.4

Vanguard Short-Term Bond ETFBonds & Cash · Core aggregate0.03%4.10%+0.9%+1.7%+4.7%+1.9%−1.4%1.9%$45.4B1.6

Miller Convertible Total Return ETFBonds & Cash · Core aggregate0.85%0.11%[…][…][…][…][…][…]$31M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: MCVT 2026 · BSV 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Miller Convertible Total Return ETF · $31M[…]

MCVT

BSV

Vanguard Short-Term Bond ETF · $45.4B$10,977

$10,000 five years ago, dividends reinvested

MCVTMeasureBSV

[…]Year to dateJan 1 → Nov 4+0.9%

[…]1 yearTotal return+1.7%

[…]3 years · per year$10,000 became […] · $11,478+4.7%

[…]5 years · per year$10,000 became […] · $10,977+1.9%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.11%Trailing 12-mo yield$11 · $410 a year on $10k4.10%

[…]Worst dropSmaller is better−1.4%

[…]VolatilityLower is calmer1.9%

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

0–2BSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MCVT vs BSV: Top 5 Holdings

Today

MCVT

[…]in top 5

BSV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MCVT vs BSV Returns, Every Period

The MillerMCVT

[…]

past year

BSVVanguard

+1.7%

past year

Returns […]

MCVTBSVFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MCVT vs BSV

YTD

The MillerMCVT

[…]

BSVVanguard

+0.9%

[…]Year to date+0.9%

[…]Worst drop · 1Y−1.4%

[…]Volatility · 1Y1.9%

0.1%Yield4.1%

$31.0MAssets$45.4B

1–0BSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MCVT, BSV, SGOV

Today

0.03%lowest, BSV

FundExpense ratioFee$10k

BSV0.03%$3

SGOV0.09%$9

MCVT0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MCVT, BSV, SGOV

4.10%highest, BSV

FundTrailing yieldYield$10k

BSV4.10%$410

SGOV3.63%$363

MCVT0.11%$11

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$407most kept, BSV

BSV$410 − $3 = $407

SGOV$363 − $9 = $354

MCVT$11 − $85 = −$74

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MCVT, BSV, SGOV

Today

[…]holdings […]

MCVTBSVSGOV

MCVT—[…][…]

BSV[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 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

BSVWorst drop−1.4%1.9% vol

MCVTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BSVSGOV

+0.9%Year to date+3.1%

4.1%Yield3.6%

+1.7%Past year+3.7%

0.03%Fee0.09%

2–2level

End-of-day Nov 4, 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 4, 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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026