Compare · 2 funds side by side · dividends reinvested

SGOV and BSMS

SGOViShares×BSMSInvesco×

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

SGOV and BSMS, 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

Invesco BulletShares 2028 Municipal Bond ETFBonds & Cash · Municipal0.18%2.81%+1.4%+2.5%+4.2%+0.3%−3.0%2.0%$362M2.0

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: SGOV 2020 · BSMS 2019

Head to Head

Swap sides Versus in desk

Head to Head

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

SGOV

BSMS

Invesco BulletShares 2028 Municipal Bond ETF · $362M$10,148

$10,000 five years ago, dividends reinvested

SGOVMeasureBSMS

+3.2%Year to dateJan 1 → Nov 6+1.4%

+3.8%1 yearTotal return+2.5%

+4.5%3 years · per year$10,000 became $11,419 · $11,300+4.2%

+3.9%5 years · per year$10,000 became $12,090 · $10,148+0.3%

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

3.63%Trailing 12-mo yield$363 · $281 a year on $10k2.81%

0.0%Worst dropSmaller is better−3.0%

0.2%VolatilityLower is calmer2.0%

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

8–0SGOV wins

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

More Ways to See the Pairs

SGOV vs BSMS: Top 5 Holdings

Today

SGOV

[…]in top 5

BSMS

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SGOV vs BSMS Returns, Every Period

iSharesSGOV

+3.9%

5 years, per year

BSMSInvesco

+0.3%

5 years, per year

SGOVBSMSFaded: behind in that period

4–0SGOV wins

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

SGOV vs BSMS

YTD

iSharesSGOV

+3.2%

BSMSInvesco

+1.4%

+3.2%Year to date+1.4%

+0.0%Worst drop · 1Y−3.0%

0.2%Volatility · 1Y2.0%

3.6%Yield2.8%

$117BAssets$362M

4–0SGOV wins

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

Cost, Income and Risk

Fees: SGOV, BSMS

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

BSMS0.18%$18

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

Yields: SGOV, BSMS

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

BSMS2.81%$281

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

BSMS$281 − $18 = $263

KeptFee

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

Overlap: SGOV, BSMS

Today

[…]holdings […]

SGOVBSMS

SGOV—[…]

BSMS[…]—

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

BSMSWorst drop−3.0%2.0% vol

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

Paid More vs Made More

YTD

SGOVBSMS

+3.2%Year to date+1.4%

3.6%Yield2.8%

+3.8%Past year+2.5%

0.09%Fee0.18%

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