Compare · 2 funds side by side · dividends reinvested

OWNS and SGOV

OWNSImpact Shares×SGOViShares×

Versus in desk

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

02 / 04

OWNS 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%$117B1.3

CCM Affordable Housing MBS ETFBonds & Cash · Mortgage0.68%4.25%−0.4%+0.5%+6.1%+0.2%−5.8%4.6%$106M1.8

Rank among the two1st → 2ndFee, 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: OWNS 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

CCM Affordable Housing MBS ETF · $106M$10,125

OWNS

SGOV

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

$10,000 five years ago, dividends reinvested

OWNSMeasureSGOV

−0.4%Year to dateJan 1 → Nov 5+3.1%

+0.5%1 yearTotal return+3.7%

+6.1%3 years · per year$10,000 became $11,948 · $11,419+4.5%

+0.2%5 years · per year$10,000 became $10,078 · $12,086+3.9%

0.68%Expense ratio$68 · $9 a year on $10k · lower is better0.09%

4.25%Trailing 12-mo yield$425 · $363 a year on $10k3.63%

−5.8%Worst dropSmaller is better0.0%

4.6%VolatilityLower is calmer0.2%

OWNSSGOV 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

OWNS vs SGOV: Top 5 Holdings

Today

OWNS

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

OWNS vs SGOV Returns, Every Period

Impact SharesOWNS

+0.2%

5 years, per year

SGOViShares

+3.9%

5 years, per year

OWNSSGOVFaded: behind in that period

1–3SGOV wins

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

OWNS vs SGOV

YTD

Impact SharesOWNS

−0.4%

SGOViShares

+3.1%

−0.4%Year to date+3.1%

−5.8%Worst drop · 1Y+0.0%

4.6%Volatility · 1Y0.2%

4.3%Yield3.6%

$106MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: OWNS, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

OWNS0.68%$68

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

Yields: OWNS, SGOV

4.25%highest, OWNS

FundTrailing yieldYield$10k

OWNS4.25%$425

SGOV3.63%$363

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

Income After Fees on $10,000

$357most kept, OWNS

OWNS$425 − $68 = $357

SGOV$363 − $9 = $354

KeptFee

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

Overlap: OWNS, SGOV

Today

[…]holdings […]

OWNSSGOV

OWNS—[…]

SGOV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

OWNSWorst drop−5.8%4.6% vol

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

Paid More vs Made More

YTD

OWNSSGOV

−0.4%Year to date+3.1%

4.3%Yield3.6%

+0.5%Past year+3.7%

0.68%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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 5, 2026