Compare · 3 funds side by side · dividends reinvested

PTRB, PSDM 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

PTRB, PSDM 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%$117B1.5

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.45%+1.5%+2.4%+5.5%[…]−1.2%1.7%$278M2.0

PGIM Total Return Bond ETFBonds & Cash · Core aggregate0.49%4.82%−0.4%+0.4%+6.0%[…]−4.9%4.2%$1.2B2.4

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: PTRB 2021 · PSDM 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Total Return Bond ETF · $1.2B[…]

PTRB

PSDM

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

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

PTRBMeasurePSDM

−0.4%Year to dateJan 1 → Nov 6+1.5%

+0.4%1 yearTotal return+2.4%

+6.0%3 years · per year$10,000 became $11,909 · $11,736+5.5%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $40 a year on $10k · lower is better0.40%

4.82%Trailing 12-mo yield$482 · $445 a year on $10k4.45%

−4.9%Worst dropSmaller is better−1.2%

4.2%VolatilityLower is calmer1.7%

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

2–5PSDM wins

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

More Ways to See the Pairs

PTRB vs PSDM: Top 5 Holdings

Today

PTRB

4.3%in top 5

PSDM

in top 55.5%

PTRBStockPSDM

2.4%PAAA4.1%

0.9%PCS1.3%

0.6%PCInot top 5

0.4%PHYL0.1%

0.0%ILSnot top 5

Held in common3.4%

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

PTRB vs PSDM Returns, Every Period

PGIMPTRB

+0.4%

past year

PSDMPGIM

+2.4%

past year

PTRBPSDMFaded: behind in that period

1–2PSDM wins

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

PTRB vs PSDM

YTD

PGIMPTRB

−0.4%

PSDMPGIM

+1.5%

−0.4%Year to date+1.5%

−4.9%Worst drop · 1Y−1.2%

4.2%Volatility · 1Y1.7%

4.8%Yield4.4%

$1.2BAssets$278M

3–1PSDM wins

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

Cost, Income and Risk

Fees: PTRB, PSDM, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

PSDM0.40%$40

PTRB0.49%$49

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

Yields: PTRB, PSDM, SGOV

4.82%highest, PTRB

FundTrailing yieldYield$10k

PTRB4.82%$482

PSDM4.45%$445

SGOV3.63%$363

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

Income After Fees on $10,000

$433most kept, PTRB

PTRB$482 − $49 = $433

PSDM$445 − $40 = $405

SGOV$363 − $9 = $354

KeptFee

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

Overlap: PTRB, PSDM, SGOV

Today

3.4%most shared, PTRB and PSDM

PTRBPSDMSGOV

PTRB—3.4%[…]

PSDM3.4%—[…]

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

PSDMWorst drop−1.2%1.7% vol

PTRBWorst drop−4.9%4.2% vol

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

Paid More vs Made More

YTD

PTRBSGOV

−0.4%Year to date+3.2%

4.8%Yield3.6%

+0.4%Past year+3.8%

0.49%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$48.4B

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