Compare · 3 funds side by side · dividends reinvested

XTRE, VIG and SGOV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

Story of the three · IncomeMost incomeXTRE · 4.13% · $413 a year on $10k

Story of the three · RiskSmallest drop

XTRE, VIG and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.8

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%$117B1.9

BondBloxx Bloomberg Three Year Target Duration US Treasury ETFBonds & Cash · Treasuries0.05%4.13%−0.1%+0.5%+3.9%[…]−2.3%2.3%$160M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: XTRE 2022 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · $160M[…]

XTRE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XTRE

More Ways to See the Pairs

XTRE vs VIG: Top 5 Holdings

Today

XTRE

0.4%in top 5

VIG

in top 522.1%

XTREStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: XTRE, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XTRE0.05%$5

SGOV0.09%$9

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: XTRE, VIG, SGOV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

Measure

VIG

−0.1%Year to dateJan 1 → Nov 11+16.0%

+0.5%1 yearTotal return+17.8%

+3.9%3 years · per year$10,000 became $11,224 · $16,811+18.9%

[…]5 years · per year$10,000 became […] · $16,653+10.7%

0.05%Expense ratio$5 · $4 a year on $10k · lower is better0.04%

4.13%Trailing 12-mo yield$413 · $145 a year on $10k1.45%

−2.3%Worst dropSmaller is better−7.9%

2.3%VolatilityLower is calmer11.0%

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

3–4VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%USDnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

XTRE vs VIG Returns, Every Period

1Y

BondBloxxXTRE

+0.5%

past year

VIGVanguard

+17.8%

past year

XTREVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

XTRE vs SGOV

YTD

BondBloxxXTRE

−0.1%

SGOViShares

+3.2%

−0.1%Year to date+3.2%

−2.3%Worst drop · 1Y−0.0%

2.3%Volatility · 1Y0.2%

4.1%Yield3.6%

$160MAssets$117B

3–1SGOV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

4.13%highest, XTRE

FundTrailing yieldYield$10k

XTRE4.13%$413

SGOV3.63%$363

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$408most kept, XTRE

XTRE$413 − $5 = $408

SGOV$363 − $9 = $354

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XTRE, VIG, SGOV

Today

0.0%most shared, XTRE and VIG

XTREVIGSGOV

XTRE—0.0%[…]

VIG0.0%—[…]

SGOV[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.8%VIG, at 11.0% volatility

SGOVWorst drop−0.0%0.2% vol

XTREWorst drop−2.3%2.3% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XTREVIG

−0.1%Year to date+16.0%

4.1%Yield1.4%

+0.5%Past year+17.8%

0.05%Fee0.04%

3–1VIG wins

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

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XTRE, VIG and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three