Compare · 2 funds side by side · dividends reinvested

SGOV and USFR

SGOViShares×USFRWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,184USFR · best of the two

02 / 04

SGOV and USFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Floating Rate Treasury FundBonds & Cash · Cash & T-bills0.15%3.71%+3.4%+4.1%+4.6%+4.0%−0.0%0.3%$21.3B1.4

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.8%+4.5%+3.9%0.0%0.2%$117B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SGOV 2020 · USFR 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-3 Month Treasury Bond ETF · $117B$12,084

SGOV

USFR

WisdomTree Floating Rate Treasury Fund · $21.3B$12,184

$10,000 five years ago, dividends reinvested

SGOVMeasureUSFR

+3.1%Year to dateJan 1 → Nov 3+3.4%

+3.8%1 yearTotal return+4.1%

+4.5%3 years · per year$10,000 became $11,420 · $11,454+4.6%

+3.9%5 years · per year$10,000 became $12,084 · $12,184+4.0%

0.09%Expense ratio$9 · $15 a year on $10k · lower is better0.15%

3.63%Trailing 12-mo yield$363 · $371 a year on $10k3.71%

0.0%Worst dropSmaller is better−0.0%

0.2%VolatilityLower is calmer0.3%

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

3–5USFR wins

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

More Ways to See the Pairs

SGOV vs USFR: Top 5 Holdings

Today

SGOV

[…]in top 5

USFR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SGOV vs USFR Returns, Every Period

iSharesSGOV

+3.9%

5 years, per year

USFRWisdomTree

+4.0%

5 years, per year

SGOVUSFRFaded: behind in that period

0–4USFR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SGOV vs USFR

YTD

iSharesSGOV

+3.1%

USFRWisdomTree

+3.4%

+3.1%Year to date+3.4%

+0.0%Worst drop · 1Y−0.0%

0.2%Volatility · 1Y0.3%

3.6%Yield3.7%

$117BAssets$21.3B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SGOV, USFR

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

USFR0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SGOV, USFR

3.71%highest, USFR

FundTrailing yieldYield$10k

USFR3.71%$371

SGOV3.63%$363

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$356most kept, USFR

USFR$371 − $15 = $356

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SGOV, USFR

Today

[…]holdings […]

SGOVUSFR

SGOV—[…]

USFR[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.1%USFR, at 0.3% volatility

SGOVWorst drop0.0%0.2% vol

USFRWorst drop−0.0%0.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USFRSGOV

+3.4%Year to date+3.1%

3.7%Yield3.6%

+4.1%Past year+3.8%

0.15%Fee0.09%

3–1USFR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026