Compare · 2 funds side by side · dividends reinvested

SGOV and FMB

SGOViShares×FMBFirst Trust×

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 FMB, 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%$117B1.3

First Trust Managed Municipal ETFBonds & Cash · Municipal0.39%3.73%+0.6%+1.2%+4.6%+0.6%−6.8%3.6%$1.9B1.8

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 · FMB 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

SGOV

FMB

First Trust Managed Municipal ETF · $1.9B$10,301

$10,000 five years ago, dividends reinvested

SGOVMeasureFMB

+3.2%Year to dateJan 1 → Nov 6+0.6%

+3.8%1 yearTotal return+1.2%

+4.5%3 years · per year$10,000 became $11,419 · $11,435+4.6%

+3.9%5 years · per year$10,000 became $12,090 · $10,301+0.6%

0.09%Expense ratio$9 · $39 a year on $10k · lower is better0.39%

3.63%Trailing 12-mo yield$363 · $373 a year on $10k3.73%

0.0%Worst dropSmaller is better−6.8%

0.2%VolatilityLower is calmer3.6%

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

6–2SGOV 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 FMB: Top 5 Holdings

Today

SGOV

[…]in top 5

FMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SGOV vs FMB Returns, Every Period

iSharesSGOV

+3.9%

5 years, per year

FMBFirst Trust

+0.6%

5 years, per year

SGOVFMBFaded: behind in that period

3–1SGOV wins

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

SGOV vs FMB

YTD

iSharesSGOV

+3.2%

FMBFirst Trust

+0.6%

+3.2%Year to date+0.6%

+0.0%Worst drop · 1Y−6.8%

0.2%Volatility · 1Y3.6%

3.6%Yield3.7%

$117BAssets$1.9B

3–1SGOV wins

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

Cost, Income and Risk

Fees: SGOV, FMB

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

FMB0.39%$39

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

Yields: SGOV, FMB

3.73%highest, FMB

FundTrailing yieldYield$10k

FMB3.73%$373

SGOV3.63%$363

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

FMB$373 − $39 = $334

KeptFee

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

Overlap: SGOV, FMB

Today

[…]holdings […]

SGOVFMB

SGOV—[…]

FMB[…]—

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

FMBWorst drop−6.8%3.6% vol

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

Paid More vs Made More

YTD

FMBSGOV

+0.6%Year to date+3.2%

3.7%Yield3.6%

+1.2%Past year+3.8%

0.39%Fee0.09%

3–1SGOV 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