Compare · 3 funds side by side · dividends reinvested

SGVT, SHV and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,955SHV · best of the three

02 / 04

SGVT, SHV and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Trust iShares 0-1 Year Treasury Bond ETFBonds & Cash · Cash & T-bills0.15%3.65%+3.0%+3.7%+4.4%+3.6%−0.0%0.2%$21.3B1.4

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.6%−0.3%+5.3%−0.1%−4.6%4.1%$139B2.1

Schwab Government Money Market ETFBonds & Cash · Cash & T-bills0.28%3.37%+2.9%+3.5%[…][…]−0.0%0.2%$1.1B2.3

Rank among the three1st → 3rdFee, 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: SGVT 2025 · SHV 2007 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Government Money Market ETF · $1.1B[…]

SGVT

SHV

iShares Trust iShares 0-1 Year Treasury Bond ETF · $21.3B$11,955

$10,000 five years ago, dividends reinvested

SGVTMeasureSHV

+2.9%Year to dateJan 1 → Nov 3+3.0%

+3.5%1 yearTotal return+3.7%

[…]3 years · per year$10,000 became […] · $11,392+4.4%

[…]5 years · per year$10,000 became […] · $11,955+3.6%

0.28%Expense ratio$28 · $15 a year on $10k · lower is better0.15%

3.37%Trailing 12-mo yield$337 · $365 a year on $10k3.65%

−0.0%Worst dropSmaller is better−0.0%

0.2%VolatilityLower is calmer0.2%

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

0–4SHV wins

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

More Ways to See the Pairs

SGVT vs SHV: Top 5 Holdings

Today

SGVT

[…]in top 5

SHV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SGVT vs SHV Returns, Every Period

SchwabSGVT

+3.5%

past year

SHViShares

+3.7%

past year

SGVTSHVFaded: behind in that period

0–2SHV wins

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

SGVT vs AGG

YTD

SchwabSGVT

+2.9%

AGGiShares

−0.6%

+2.9%Year to date−0.6%

−0.0%Worst drop · 1Y−4.6%

0.2%Volatility · 1Y4.1%

3.4%Yield4.1%

$1.1BAssets$139B

3–1SGVT wins

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

Cost, Income and Risk

Fees: SGVT, SHV, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SHV0.15%$15

SGVT0.28%$28

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

Yields: SGVT, SHV, AGG

4.15%highest, AGG

FundTrailing yieldYield$10k

AGG4.15%$415

SHV3.65%$365

SGVT3.37%$337

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

Income After Fees on $10,000

$412most kept, AGG

AGG$415 − $3 = $412

SHV$365 − $15 = $350

SGVT$337 − $28 = $309

KeptFee

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

Overlap: SGVT, SHV, AGG

Today

[…]holdings […]

SGVTSHVAGG

SGVT—[…][…]

SHV[…]—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SHV, at 0.2% volatility

SHVWorst drop−0.0%0.2% vol

SGVTWorst drop−0.0%0.2% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

AGGSHV

−0.6%Year to date+3.0%

4.1%Yield3.7%

−0.3%Past year+3.7%

0.03%Fee0.15%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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