Compare · 3 funds side by side · dividends reinvested

PCMM, LQD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

PCMM, LQD 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.6

Bondbloxx ETF Trust - Bondbloxx Private Credit CLO ETFBonds & Cash · Corporate0.68%5.99%+4.6%+5.7%[…][…]−2.2%3.0%$269M1.7

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.7%+6.1%−0.8%−6.0%5.6%$33.0B2.4

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: PCMM 2024 · LQD 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Bondbloxx ETF Trust - Bondbloxx Private Credit CLO ETF · $269M[…]

PCMM

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $33.0B$9,625

$10,000 five years ago, dividends reinvested

PCMMMeasureLQD

+4.6%Year to dateJan 1 → Nov 6−1.4%

+5.7%1 yearTotal return−0.7%

[…]3 years · per year$10,000 became […] · $11,939+6.1%

[…]5 years · per year$10,000 became […] · $9,625−0.8%

0.68%Expense ratio$68 · $14 a year on $10k · lower is better0.14%

5.99%Trailing 12-mo yield$599 · $483 a year on $10k4.83%

−2.2%Worst dropSmaller is better−6.0%

3.0%VolatilityLower is calmer5.6%

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

5–1PCMM wins

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

More Ways to See the Pairs

PCMM vs LQD: Top 5 Holdings

Today

PCMM

6.1%in top 5

LQD

in top 5[…]

PCMMStockLQD

6.1%USDnot top 5

Held in common[…]

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

PCMM vs LQD Returns, Every Period

BondBloxxPCMM

+5.7%

past year

LQDiShares

−0.7%

past year

PCMMLQDFaded: behind in that period

2–0PCMM wins

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

PCMM vs LQD

YTD

BondBloxxPCMM

+4.6%

LQDiShares

−1.4%

+4.6%Year to date−1.4%

−2.2%Worst drop · 1Y−6.0%

3.0%Volatility · 1Y5.6%

6.0%Yield4.8%

$269MAssets$33.0B

4–0PCMM wins

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

Cost, Income and Risk

Fees: PCMM, LQD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

LQD0.14%$14

PCMM0.68%$68

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

Yields: PCMM, LQD, SGOV

5.99%highest, PCMM

FundTrailing yieldYield$10k

PCMM5.99%$599

LQD4.83%$483

SGOV3.63%$363

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

Income After Fees on $10,000

$531most kept, PCMM

PCMM$599 − $68 = $531

LQD$483 − $14 = $469

SGOV$363 − $9 = $354

KeptFee

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

Overlap: PCMM, LQD, SGOV

Today

[…]holdings […]

PCMMLQDSGOV

PCMM—[…][…]

LQD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+5.7%PCMM, at 3.0% volatility

SGOVWorst drop0.0%0.2% vol

PCMMWorst drop−2.2%3.0% vol

LQDWorst drop−6.0%5.6% vol

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

Paid More vs Made More

YTD

PCMMSGOV

+4.6%Year to date+3.2%

6.0%Yield3.6%

+5.7%Past year+3.8%

0.68%Fee0.09%

3–1PCMM 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