Compare · 4 funds side by side · dividends reinvested

UCON, FIXD, SMTH and SGOV

UCONFirst Trust×FIXDFirst Trust×SMTHALPS×SGOViShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,095SGOV · best of the four

Story of the four · IncomeMost incomeFIXD · 4.87% · $487 a year on $10k

Story of the four · RiskSmallest drop

UCON, FIXD, SMTH and SGOV, 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%+3.7%+4.5%+3.9%−0.0%0.2%$117B1.5

First Trust Smith Unconstrained Bond ETFBonds & Cash · Other bonds0.86%4.81%−1.3%−0.8%+4.9%+2.3%−3.6%3.4%$3.1B2.1

ALPS Funds Smith Core Plus Bond ETFBonds & Cash · Core aggregate0.59%4.47%−1.5%−1.4%[…][…]−4.6%4.0%$3.7B2.8

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.87%−2.3%−2.2%+4.2%−1.0%−5.4%4.5%$2.8B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: UCON 2018 · FIXD 2017 · SMTH 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,516

FIXD

More Ways to See the Pairs

FIXD vs SMTH: Top 5 Holdings

Today

FIXD

0.3%in top 5

SMTH

in top 50.1%

FIXDStockSMTH

0.2%XELLLnot top 5

0.1%JXN-PA0.1%

Held in common0.1%

End-of-day Nov 12, 2026 · share of each fund

Cost, Income and Risk

Fees: UCON, FIXD, SMTH, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

SMTH0.59%$59

FIXD0.65%$65

UCON0.86%$86

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SMTH

ALPS Funds Smith Core Plus Bond ETF · $3.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FIXDMeasureSMTH

−2.3%Year to dateJan 1 → Nov 12−1.5%

−2.2%1 yearTotal return−1.4%

+4.2%3 years · per year$10,000 became $11,314 · […][…]

−1.0%5 years · per year$10,000 became $9,516 · […][…]

0.65%Expense ratio$65 · $59 a year on $10k · lower is better0.59%

4.87%Trailing 12-mo yield$487 · $447 a year on $10k4.47%

−5.4%Worst dropSmaller is better−4.6%

4.5%VolatilityLower is calmer4.0%

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

1–5SMTH wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

FIXD vs SMTH Returns, Every Period

1Y

First TrustFIXD

−2.2%

past year

SMTHALPS

−1.4%

past year

FIXDSMTHFaded: behind in that period

0–2SMTH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FIXD vs UCON

YTD

First TrustFIXD

−2.3%

UCONFirst Trust

−1.3%

−2.3%Year to date−1.3%

−5.4%Worst drop · 1Y−3.6%

4.5%Volatility · 1Y3.4%

4.9%Yield4.8%

$2.8BAssets$3.1B

3–1UCON wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: UCON, FIXD, SMTH, SGOV

1Y

4.87%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.87%$487

UCON4.81%$481

SMTH4.47%$447

SGOV3.63%$363

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

Income After Fees on $10,000

1Y

$422most kept, FIXD

FIXD$487 − $65 = $422

UCON$481 − $86 = $395

SMTH$447 − $59 = $388

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: UCON, FIXD, SMTH, SGOV

Today

0.2%most shared, UCON and FIXD

UCONFIXDSMTHSGOV

UCON—0.2%0.1%[…]

FIXD0.2%—0.1%[…]

SMTH0.1%0.1%—[…]

SGOV[…][…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop−0.0%0.2% vol

UCONWorst drop−3.6%3.4% vol

SMTHWorst drop−4.6%4.0% vol

FIXDWorst drop−5.4%4.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDSGOV

−2.3%Year to date+3.2%

4.9%Yield3.6%

−2.2%Past year+3.7%

0.65%Fee0.09%

3–1SGOV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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UCON, FIXD, SMTH and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four