Compare · 3 funds side by side · dividends reinvested

PSDM, NEAR and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,182NEAR · best of the three

02 / 04

PSDM, NEAR 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%$116B1.6

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.5%+2.4%+5.0%+4.0%−1.1%1.4%$5.3B1.8

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.45%+1.5%+2.2%+5.4%[…]−1.2%1.7%$278M2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: PSDM 2023 · NEAR 2013 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Short Duration Multi-Secto · $278M[…]

PSDM

NEAR

iShares Short Duration Bond Active ETF · $5.3B$12,182

$10,000 five years ago, dividends reinvested

PSDMMeasureNEAR

+1.5%Year to dateJan 1 → Nov 9+1.5%

+2.2%1 yearTotal return+2.4%

+5.4%3 years · per year$10,000 became $11,712 · $11,582+5.0%

[…]5 years · per year$10,000 became […] · $12,183+4.0%

0.40%Expense ratio$40 · $25 a year on $10k · lower is better0.25%

4.45%Trailing 12-mo yield$445 · $451 a year on $10k4.51%

−1.2%Worst dropSmaller is better−1.1%

1.7%VolatilityLower is calmer1.4%

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

1–5NEAR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSDM vs NEAR: Top 5 Holdings

Today

PSDM

5.6%in top 5

NEAR

in top 5[…]

PSDMStockNEAR

4.2%PAAAnot top 5

1.3%PCSnot top 5

0.1%PHYLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

PSDM vs NEAR Returns, Every Period

PGIMPSDM

+2.2%

past year

NEARiShares

+2.4%

past year

PSDMNEARFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PSDM vs NEAR

YTD

PGIMPSDM

+1.5%

NEARiShares

+1.5%

+1.5%Year to date+1.5%

−1.2%Worst drop · 1Y−1.1%

1.7%Volatility · 1Y1.4%

4.4%Yield4.5%

$278MAssets$5.3B

3–0NEAR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSDM, NEAR, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

NEAR0.25%$25

PSDM0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PSDM, NEAR, SGOV

4.51%highest, NEAR

FundTrailing yieldYield$10k

NEAR4.51%$451

PSDM4.45%$445

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$426most kept, NEAR

NEAR$451 − $25 = $426

PSDM$445 − $40 = $405

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PSDM, NEAR, SGOV

Today

[…]holdings […]

PSDMNEARSGOV

PSDM—[…][…]

NEAR[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 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

NEARWorst drop−1.1%1.4% vol

PSDMWorst drop−1.2%1.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NEARSGOV

+1.5%Year to date+3.2%

4.5%Yield3.6%

+2.4%Past year+3.8%

0.25%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 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%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026