Compare · 2 funds side by side · dividends reinvested

VPC and SGOV

VPCVirtus×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

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%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.1

Virtus Private Credit Strategy ETFBonds & Cash · Corporate10.60%15.19%−11.0%−10.3%+1.0%−0.1%−18.2%14.6%$27M1.9

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

End-of-day Nov 4, 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 · $27M$9,973

VPC

SGOV

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

$10,000 five years ago, dividends reinvested

VPCMeasureSGOV

−11.0%Year to dateJan 1 → Nov 4+3.1%

−10.3%1 yearTotal return+3.7%

+1.0%3 years · per year$10,000 became $10,311 · $11,419+4.5%

−0.1%5 years · per year$10,000 became $9,973 · $12,086+3.9%

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

15.19%Trailing 12-mo yield$1,519 · $363 a year on $10k3.63%

−18.2%Worst dropSmaller is better0.0%

14.6%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 4, 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

15.2%in top 5

SGOV

in top 5[…]

VPCStockSGOV

3.8%TCPCnot top 5

3.6%ECCnot top 5

2.7%FSKnot top 5

2.7%HRZNnot top 5

2.4%CIONnot top 5

Held in common[…]

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

VPC vs SGOV Returns, Every Period

VirtusVPC

−0.1%

5 years, per year

SGOViShares

+3.9%

5 years, per year

VPCSGOVFaded: behind in that period

0–4SGOV wins

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

VPC vs SGOV

YTD

VirtusVPC

−11.0%

SGOViShares

+3.1%

−11.0%Year to date+3.1%

−18.2%Worst drop · 1Y+0.0%

14.6%Volatility · 1Y0.2%

15.2%Yield3.6%

$27.3MAssets$117B

3–1SGOV wins

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

Yields: VPC, SGOV

15.19%highest, VPC

FundTrailing yieldYield$10k

VPC15.19%$1,519

SGOV3.63%$363

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

Income After Fees on $10,000

$459most kept, VPC

VPC$1,519 − $1,060 = $459

SGOV$363 − $9 = $354

KeptFee

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

Overlap: VPC, SGOV

Today

[…]holdings […]

VPCSGOV

VPC—[…]

SGOV[…]—

End-of-day Nov 4, 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

VPCWorst drop−18.2%14.6% vol

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

Paid More vs Made More

YTD

VPCSGOV

−11.0%Year to date+3.1%

15.2%Yield3.6%

−10.3%Past year+3.7%

10.60%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 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 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026