Compare · 2 funds side by side · dividends reinvested

SGOV and DDX

SGOViShares×DDXDiscipline Funds×

Versus in desk

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

02 / 04

SGOV and DDX, 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%$117B1.4

Defined Duration 10 ETFBonds & Cash · Other bonds0.29%3.14%+5.4%+7.0%+9.4%+2.5%−4.4%6.0%$77M1.6

Rank among the two1st → 2ndFee, 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: SGOV 2020 · DDX 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-3 Month Treasury Bond ETF · $117B$12,091

SGOV

DDX

Defined Duration 10 ETF · $77M$11,335

$10,000 five years ago, dividends reinvested

SGOVMeasureDDX

+3.2%Year to dateJan 1 → Nov 9+5.4%

+3.8%1 yearTotal return+7.0%

+4.5%3 years · per year$10,000 became $11,417 · $13,096+9.4%

+3.9%5 years · per year$10,000 became $12,091 · $11,317+2.5%

0.09%Expense ratio$9 · $29 a year on $10k · lower is better0.29%

3.63%Trailing 12-mo yield$363 · $314 a year on $10k3.14%

0.0%Worst dropSmaller is better−4.4%

0.2%VolatilityLower is calmer6.0%

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

5–3SGOV wins

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

More Ways to See the Pairs

SGOV vs DDX: Top 5 Holdings

Today

SGOV

[…]in top 5

DDX

in top 540.1%

SGOVStockDDX

not top 5VTV14.9%

not top 5SPDW14.8%

not top 5VWO4.6%

not top 5VGLT3.7%

not top 5VOO2.0%

Held in common[…]

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

SGOV vs DDX Returns, Every Period

iSharesSGOV

+3.9%

5 years, per year

DDXDiscipline Funds

+2.5%

5 years, per year

SGOVDDXFaded: behind in that period

1–3DDX wins

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

SGOV vs DDX

YTD

iSharesSGOV

+3.2%

DDXDiscipline Funds

+5.4%

+3.2%Year to date+5.4%

+0.0%Worst drop · 1Y−4.4%

0.2%Volatility · 1Y6.0%

3.6%Yield3.1%

$117BAssets$76.7M

3–1SGOV wins

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

Cost, Income and Risk

Fees: SGOV, DDX

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DDX0.29%$29

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

Yields: SGOV, DDX

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

DDX3.14%$314

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

DDX$314 − $29 = $285

KeptFee

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

Overlap: SGOV, DDX

Today

[…]holdings […]

SGOVDDX

SGOV—[…]

DDX[…]—

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

Return vs Bumpiness: 2 ETFs

+7.0%DDX, at 6.0% volatility

SGOVWorst drop0.0%0.2% vol

DDXWorst drop−4.4%6.0% vol

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

Paid More vs Made More

YTD

SGOVDDX

+3.2%Year to date+5.4%

3.6%Yield3.1%

+3.8%Past year+7.0%

0.09%Fee0.29%

2–2level

End-of-day Nov 9, 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$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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