Compare · 2 funds side by side · dividends reinvested

SGOV and SJCP

SGOViShares×SJCPSanJac Alpha×

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 SJCP, 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%$117B1.1

SanJac Alpha Core Plus Bond ETFBonds & Cash · Core aggregate0.65%3.88%+1.3%+1.8%[…][…]−2.0%2.3%$7M1.8

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 · SJCP 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

SGOV

SJCP

SanJac Alpha Core Plus Bond ETF · $7M[…]

$10,000 five years ago, dividends reinvested

SGOVMeasureSJCP

+3.2%Year to dateJan 1 → Nov 6+1.3%

+3.8%1 yearTotal return+1.8%

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

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

0.09%Expense ratio$9 · $65 a year on $10k · lower is better0.65%

3.63%Trailing 12-mo yield$363 · $388 a year on $10k3.88%

0.0%Worst dropSmaller is better−2.0%

0.2%VolatilityLower is calmer2.3%

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

5–1SGOV 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 SJCP: Top 5 Holdings

Today

SGOV

[…]in top 5

SJCP

in top 521.1%

SGOVStockSJCP

not top 5RITM-PD10.9%

not top 5PMTV3.3%

not top 5DX2.9%

not top 5PMT-PA2.0%

not top 5XELLL1.9%

Held in common[…]

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

SGOV vs SJCP Returns, Every Period

iSharesSGOV

+3.8%

past year

SJCPSanJac Alpha

+1.8%

past year

SGOVSJCPFaded: behind in that period

2–0SGOV wins

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

SGOV vs SJCP

YTD

iSharesSGOV

+3.2%

SJCPSanJac Alpha

+1.3%

+3.2%Year to date+1.3%

+0.0%Worst drop · 1Y−2.0%

0.2%Volatility · 1Y2.3%

3.6%Yield3.9%

$117BAssets$7.4M

3–1SGOV wins

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

Cost, Income and Risk

Fees: SGOV, SJCP

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

SJCP0.65%$65

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

Yields: SGOV, SJCP

3.88%highest, SJCP

FundTrailing yieldYield$10k

SJCP3.88%$388

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

SJCP$388 − $65 = $323

KeptFee

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

Overlap: SGOV, SJCP

Today

[…]holdings […]

SGOVSJCP

SGOV—[…]

SJCP[…]—

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

SJCPWorst drop−2.0%2.3% vol

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

Paid More vs Made More

YTD

SJCPSGOV

+1.3%Year to date+3.2%

3.9%Yield3.6%

+1.8%Past year+3.8%

0.65%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$48.3B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026