Compare · 3 funds side by side · dividends reinvested

SHV, USFR and BNDX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,187USFR · best of the three

02 / 04

SHV, USFR and BNDX, 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%$21.2B1.5

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%$21.3B2.1

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.2%+4.7%+0.4%−3.2%3.8%$82.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SHV 2007 · USFR 2014 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust iShares 0-1 Year Treasury Bond ETF · $21.3B$11,960

SHV

USFR

WisdomTree Floating Rate Treasury Fund · $21.2B$12,187

$10,000 five years ago, dividends reinvested

SHVMeasureUSFR

+3.0%Year to dateJan 1 → Nov 5+3.4%

+3.7%1 yearTotal return+4.1%

+4.4%3 years · per year$10,000 became $11,395 · $11,453+4.6%

+3.6%5 years · per year$10,000 became $11,960 · $12,187+4.0%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

3.65%Trailing 12-mo yield$365 · $371 a year on $10k3.71%

−0.0%Worst dropSmaller is better−0.0%

0.2%VolatilityLower is calmer0.3%

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

1–5USFR wins

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

More Ways to See the Pairs

SHV vs USFR: Top 5 Holdings

Today

SHV

[…]in top 5

USFR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SHV vs USFR Returns, Every Period

iSharesSHV

+3.6%

5 years, per year

USFRWisdomTree

+4.0%

5 years, per year

SHVUSFRFaded: behind in that period

0–4USFR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SHV vs BNDX

YTD

iSharesSHV

+3.0%

BNDXVanguard

+0.8%

+3.0%Year to date+0.8%

−0.0%Worst drop · 1Y−3.2%

0.2%Volatility · 1Y3.8%

3.7%Yield4.6%

$21.3BAssets$82.9B

3–1SHV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHV, USFR, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

SHV0.15%$15

USFR0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SHV, USFR, BNDX

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

USFR3.71%$371

SHV3.65%$365

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

USFR$371 − $15 = $356

SHV$365 − $15 = $350

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SHV, USFR, BNDX

Today

[…]holdings […]

SHVUSFRBNDX

SHV—[…][…]

USFR[…]—[…]

BNDX[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+4.1%USFR, at 0.3% volatility

SHVWorst drop−0.0%0.2% vol

USFRWorst drop−0.0%0.3% vol

BNDXWorst drop−3.2%3.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BNDXUSFR

+0.8%Year to date+3.4%

4.6%Yield3.7%

+0.2%Past year+4.1%

0.07%Fee0.15%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026