Compare · 2 funds side by side · dividends reinvested

RJMI and SGOV

RJMIRaymond James×SGOViShares×

Versus in desk

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

02 / 04

RJMI 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%$117B1.0

RJ Eagle Municipal Income ETFBonds & Cash · Municipal0.41%3.29%+0.4%+1.1%[…][…]−7.1%3.8%$45M2.0

Rank among the two1st → 2ndFee, 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: RJMI 2025 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

RJ Eagle Municipal Income ETF · $45M[…]

RJMI

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

RJMIMeasureSGOV

+0.4%Year to dateJan 1 → Nov 6+3.2%

+1.1%1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,090+3.9%

0.41%Expense ratio$41 · $9 a year on $10k · lower is better0.09%

3.29%Trailing 12-mo yield$329 · $363 a year on $10k3.63%

−7.1%Worst dropSmaller is better0.0%

3.8%VolatilityLower is calmer0.2%

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

0–6SGOV wins

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

More Ways to See the Pairs

RJMI vs SGOV: Top 5 Holdings

Today

RJMI

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

RJMI vs SGOV Returns, Every Period

Raymond JamesRJMI

+1.1%

past year

SGOViShares

+3.8%

past year

RJMISGOVFaded: behind in that period

0–2SGOV wins

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

RJMI vs SGOV

YTD

Raymond JamesRJMI

+0.4%

SGOViShares

+3.2%

+0.4%Year to date+3.2%

−7.1%Worst drop · 1Y+0.0%

3.8%Volatility · 1Y0.2%

3.3%Yield3.6%

$44.7MAssets$117B

4–0SGOV wins

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

Cost, Income and Risk

Fees: RJMI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

RJMI0.41%$41

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

Yields: RJMI, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

RJMI3.29%$329

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

RJMI$329 − $41 = $288

KeptFee

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

Overlap: RJMI, SGOV

Today

[…]holdings […]

RJMISGOV

RJMI—[…]

SGOV[…]—

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

Return vs Bumpiness: 2 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

RJMIWorst drop−7.1%3.8% vol

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

Paid More vs Made More

YTD

SGOVRJMI

+3.2%Year to date+0.4%

3.6%Yield3.3%

+3.8%Past year+1.1%

0.09%Fee0.41%

4–0SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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