Compare · 3 funds side by side · dividends reinvested

PFLD, TPLS 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

PFLD, TPLS 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%$117B1.4

AAM Low Duration Preferred and Income Securities ETFBonds & Cash · Ultra-short0.45%5.56%+2.4%+2.9%+4.8%+0.7%−2.3%3.2%$365M1.8

Thornburg Core Plus Bond ETFBonds & Cash · Core aggregate0.45%4.92%+0.0%+0.7%[…][…]−4.8%4.0%$20M2.7

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: PFLD 2019 · TPLS 2025 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

AAM Low Duration Preferred and Income Securities ETF · $365M$10,363

PFLD

TPLS

Thornburg Core Plus Bond ETF · $20M[…]

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

PFLDMeasureTPLS

+2.4%Year to dateJan 1 → Nov 6+0.0%

+2.9%1 yearTotal return+0.7%

+4.8%3 years · per year$10,000 became $11,495 · […][…]

+0.7%5 years · per year$10,000 became $10,363 · […][…]

0.45%Expense ratio$45 · $45 a year on $10k · lower is better0.45%

5.56%Trailing 12-mo yield$556 · $492 a year on $10k4.92%

−2.3%Worst dropSmaller is better−4.8%

3.2%VolatilityLower is calmer4.0%

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

5–0PFLD wins

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

More Ways to See the Pairs

PFLD vs TPLS: Top 5 Holdings

Today

PFLD

11.7%in top 5

TPLS

in top 51.9%

PFLDStockTPLS

2.5%MS-PInot top 5

2.3%MS-PEnot top 5

2.3%GS-PDnot top 5

2.3%MS-PKnot top 5

2.2%MS-PFnot top 5

not top 5TYZ61.6%

not top 5RZC0.3%

Held in common0.3%

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

PFLD vs TPLS Returns, Every Period

AAMPFLD

+2.9%

past year

TPLSThornburg

+0.7%

past year

PFLDTPLSFaded: behind in that period

2–0PFLD wins

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

PFLD vs TPLS

YTD

AAMPFLD

+2.4%

TPLSThornburg

+0.0%

+2.4%Year to date+0.0%

−2.3%Worst drop · 1Y−4.8%

3.2%Volatility · 1Y4.0%

5.6%Yield4.9%

$365MAssets$20.1M

4–0PFLD wins

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

Cost, Income and Risk

Fees: PFLD, TPLS, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

PFLD0.45%$45

TPLS0.45%$45

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

Yields: PFLD, TPLS, SGOV

5.56%highest, PFLD

FundTrailing yieldYield$10k

PFLD5.56%$556

TPLS4.92%$492

SGOV3.63%$363

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

Income After Fees on $10,000

$511most kept, PFLD

PFLD$556 − $45 = $511

TPLS$492 − $45 = $447

SGOV$363 − $9 = $354

KeptFee

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

Overlap: PFLD, TPLS, SGOV

Today

0.3%most shared, PFLD and TPLS

PFLDTPLSSGOV

PFLD—0.3%[…]

TPLS0.3%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

PFLDWorst drop−2.3%3.2% vol

TPLSWorst drop−4.8%4.0% vol

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

Paid More vs Made More

YTD

PFLDSGOV

+2.4%Year to date+3.2%

5.6%Yield3.6%

+2.9%Past year+3.8%

0.45%Fee0.09%

3–1SGOV 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$48.3B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026