Compare · 2 funds side by side · dividends reinvested

VPC and SGOV

Not found: LQD

VPCVirtus×SGOViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,090SGOV · best of the two

02 / 04

VPC 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%+3.8%+4.5%+3.9%0.0%0.2%$117B1.1

Virtus Private Credit Strategy ETFBonds & Cash · Corporate10.60%15.43%−12.4%−11.0%−0.3%−0.5%−18.2%14.7%$26M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: VPC 2019 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Private Credit Strategy ETF · $26M$9,742

VPC

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

VPCMeasureSGOV

−12.4%Year to dateJan 1 → Nov 6+3.2%

−11.0%1 yearTotal return+3.8%

−0.3%3 years · per year$10,000 became $9,897 · $11,419+4.5%

−0.5%5 years · per year$10,000 became $9,742 · $12,090+3.9%

10.60%Expense ratio$1,060 · $9 a year on $10k · lower is better0.09%

15.43%Trailing 12-mo yield$1,543 · $363 a year on $10k3.63%

−18.2%Worst dropSmaller is better0.0%

14.7%VolatilityLower is calmer0.2%

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

1–7SGOV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VPC vs SGOV: Top 5 Holdings

Today

VPC

15.0%in top 5

SGOV

in top 5[…]

VPCStockSGOV

3.9%TCPCnot top 5

3.2%ECCnot top 5

2.9%FSKnot top 5

2.7%HRZNnot top 5

2.3%CIONnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VPC vs SGOV Returns, Every Period

VirtusVPC

−0.5%

5 years, per year

SGOViShares

+3.9%

5 years, per year

VPCSGOVFaded: behind in that period

0–4SGOV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VPC vs SGOV

YTD

VirtusVPC

−12.4%

SGOViShares

+3.2%

−12.4%Year to date+3.2%

−18.2%Worst drop · 1Y+0.0%

14.7%Volatility · 1Y0.2%

15.4%Yield3.6%

$26.4MAssets$117B

3–1SGOV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VPC, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

VPC10.60%$1,060

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VPC, SGOV

15.43%highest, VPC

FundTrailing yieldYield$10k

VPC15.43%$1,543

SGOV3.63%$363

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$483most kept, VPC

VPC$1,543 − $1,060 = $483

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VPC, SGOV

Today

[…]holdings […]

VPCSGOV

VPC—[…]

SGOV[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

VPCWorst drop−18.2%14.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VPCSGOV

−12.4%Year to date+3.2%

15.4%Yield3.6%

−11.0%Past year+3.8%

10.60%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026