Compare · 3 funds side by side · dividends reinvested

SDCP, FBND and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

SDCP, FBND 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

Virtus Newfleet Short Duration Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.07%+3.0%+3.9%[…][…]−1.1%1.5%$13M1.7

Fidelity Total Bond ETFBonds & Cash · Core aggregate0.36%4.78%+0.0%+0.2%+5.5%+0.6%−4.7%4.1%$28.4B2.5

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: SDCP 2023 · FBND 2014 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Newfleet Short Duration Core Plus Bond ETF · $13M[…]

SDCP

FBND

Fidelity Total Bond ETF · $28.4B$10,297

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SDCPMeasureFBND

+3.0%Year to dateJan 1 → Nov 9+0.0%

+3.9%1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $11,751+5.5%

[…]5 years · per year$10,000 became […] · $10,297+0.6%

0.35%Expense ratio$35 · $36 a year on $10k · lower is better0.36%

5.07%Trailing 12-mo yield$507 · $478 a year on $10k4.78%

−1.1%Worst dropSmaller is better−4.7%

1.5%VolatilityLower is calmer4.1%

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

6–0SDCP wins

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

More Ways to See the Pairs

SDCP vs FBND: Top 5 Holdings

Today

SDCP

1.0%in top 5

FBND

in top 50.0%

SDCPStockFBND

1.0%JNKnot top 5

not top 5NFEGP0.0%

not top 5METAM0.0%

Held in common0.0%

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

SDCP vs FBND Returns, Every Period

VirtusSDCP

+3.9%

past year

FBNDFidelity

+0.2%

past year

SDCPFBNDFaded: behind in that period

2–0SDCP wins

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

SDCP vs FBND

YTD

VirtusSDCP

+3.0%

FBNDFidelity

+0.0%

+3.0%Year to date+0.0%

−1.1%Worst drop · 1Y−4.7%

1.5%Volatility · 1Y4.1%

5.1%Yield4.8%

$13.3MAssets$28.4B

4–0SDCP wins

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

Cost, Income and Risk

Fees: SDCP, FBND, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

SDCP0.35%$35

FBND0.36%$36

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

Yields: SDCP, FBND, SGOV

5.07%highest, SDCP

FundTrailing yieldYield$10k

SDCP5.07%$507

FBND4.78%$478

SGOV3.63%$363

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

Income After Fees on $10,000

$472most kept, SDCP

SDCP$507 − $35 = $472

FBND$478 − $36 = $442

SGOV$363 − $9 = $354

KeptFee

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

Overlap: SDCP, FBND, SGOV

Today

0.0%most shared, SDCP and FBND

SDCPFBNDSGOV

SDCP—0.0%[…]

FBND0.0%—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.9%SDCP, at 1.5% volatility

SGOVWorst drop0.0%0.2% vol

SDCPWorst drop−1.1%1.5% vol

FBNDWorst drop−4.7%4.1% vol

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

Paid More vs Made More

YTD

SDCPSGOV

+3.0%Year to date+3.2%

5.1%Yield3.6%

+3.9%Past year+3.8%

0.35%Fee0.09%

2–2level

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%

$117BAssets$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%

$120BAssets$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