Compare · 2 funds side by side · dividends reinvested

SJCP and BSV

SJCPSanJac Alpha×BSVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,977BSV · best of the two

02 / 04

SJCP and BSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Short-Term Bond ETFBonds & Cash · Core aggregate0.03%4.10%+0.9%+1.7%+4.7%+1.9%−1.4%1.9%$45.4B1.3

SanJac Alpha Core Plus Bond ETFBonds & Cash · Core aggregate0.65%3.87%+1.4%+2.0%[…][…]−2.0%2.3%$7M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: SJCP 2024 · BSV 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SJCP

BSV

Vanguard Short-Term Bond ETF · $45.4B$10,977

$10,000 five years ago, dividends reinvested

SJCPMeasureBSV

+1.4%Year to dateJan 1 → Nov 4+0.9%

+2.0%1 yearTotal return+1.7%

[…]3 years · per year$10,000 became […] · $11,478+4.7%

[…]5 years · per year$10,000 became […] · $10,977+1.9%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

3.87%Trailing 12-mo yield$387 · $410 a year on $10k4.10%

−2.0%Worst dropSmaller is better−1.4%

2.3%VolatilityLower is calmer1.9%

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

2–4BSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SJCP vs BSV: Top 5 Holdings

Today

SJCP

21.1%in top 5

BSV

in top 5[…]

SJCPStockBSV

10.9%RITM-PDnot top 5

3.3%PMTVnot top 5

2.9%DXnot top 5

2.1%PMT-PAnot top 5

1.9%XELLLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SJCP vs BSV Returns, Every Period

SanJac AlphaSJCP

+2.0%

past year

BSVVanguard

+1.7%

past year

SJCPBSVFaded: behind in that period

2–0SJCP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SJCP vs BSV

YTD

SanJac AlphaSJCP

+1.4%

BSVVanguard

+0.9%

+1.4%Year to date+0.9%

−2.0%Worst drop · 1Y−1.4%

2.3%Volatility · 1Y1.9%

3.9%Yield4.1%

$7.4MAssets$45.4B

3–1BSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SJCP, BSV

Today

0.03%lowest, BSV

FundExpense ratioFee$10k

BSV0.03%$3

SJCP0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SJCP, BSV

4.10%highest, BSV

FundTrailing yieldYield$10k

BSV4.10%$410

SJCP3.87%$387

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$407most kept, BSV

BSV$410 − $3 = $407

SJCP$387 − $65 = $322

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SJCP, BSV

Today

[…]holdings […]

SJCPBSV

SJCP—[…]

BSV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.0%SJCP, at 2.3% volatility

BSVWorst drop−1.4%1.9% vol

SJCPWorst drop−2.0%2.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BSVSJCP

+0.9%Year to date+1.4%

4.1%Yield3.9%

+1.7%Past year+2.0%

0.03%Fee0.65%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026