Compare · 2 funds side by side · dividends reinvested

UCON and SGOV

UCONFirst Trust×SGOViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,086SGOV · best of the two

02 / 04

UCON 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%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.3

First Trust Smith Unconstrained Bond ETFBonds & Cash · Other bonds0.86%4.77%−0.6%+0.1%+5.5%+2.5%−3.6%3.3%$3.1B1.8

Rank among the two1st → 2ndFee, 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: UCON 2018 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Unconstrained Bond ETF · $3.1B$11,299

UCON

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

UCONMeasureSGOV

−0.6%Year to dateJan 1 → Nov 5+3.1%

+0.1%1 yearTotal return+3.7%

+5.5%3 years · per year$10,000 became $11,745 · $11,417+4.5%

+2.5%5 years · per year$10,000 became $11,299 · $12,086+3.9%

0.86%Expense ratio$86 · $9 a year on $10k · lower is better0.09%

4.77%Trailing 12-mo yield$477 · $363 a year on $10k3.63%

−3.6%Worst dropSmaller is better0.0%

3.3%VolatilityLower is calmer0.2%

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

2–6SGOV wins

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

More Ways to See the Pairs

UCON vs SGOV: Top 5 Holdings

Today

UCON

0.3%in top 5

SGOV

in top 5[…]

UCONStockSGOV

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common[…]

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

UCON vs SGOV Returns, Every Period

First TrustUCON

+2.5%

5 years, per year

SGOViShares

+3.9%

5 years, per year

UCONSGOVFaded: behind in that period

1–3SGOV wins

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

UCON vs SGOV

YTD

First TrustUCON

−0.6%

SGOViShares

+3.1%

−0.6%Year to date+3.1%

−3.6%Worst drop · 1Y+0.0%

3.3%Volatility · 1Y0.2%

4.8%Yield3.6%

$3.1BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: UCON, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

UCON0.86%$86

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

Yields: UCON, SGOV

4.77%highest, UCON

FundTrailing yieldYield$10k

UCON4.77%$477

SGOV3.63%$363

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

Income After Fees on $10,000

$391most kept, UCON

UCON$477 − $86 = $391

SGOV$363 − $9 = $354

KeptFee

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

Overlap: UCON, SGOV

Today

[…]holdings […]

UCONSGOV

UCON—[…]

SGOV[…]—

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

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

UCONWorst drop−3.6%3.3% vol

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

Paid More vs Made More

YTD

UCONSGOV

−0.6%Year to date+3.1%

4.8%Yield3.6%

+0.1%Past year+3.7%

0.86%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 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$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

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