Compare · 2 funds side by side · dividends reinvested

YLD and SGOV

YLDPrincipal×SGOViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,274YLD · best of the two

02 / 04

YLD 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%$117B1.4

Principal Active High Yield ETFBonds & Cash · High yield0.39%7.01%+1.6%+2.6%+7.9%+4.2%−4.1%4.8%$603M1.6

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: YLD 2015 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Principal Active High Yield ETF · $603M$12,274

YLD

SGOV

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

$10,000 five years ago, dividends reinvested

YLDMeasureSGOV

+1.6%Year to dateJan 1 → Nov 6+3.2%

+2.6%1 yearTotal return+3.8%

+7.9%3 years · per year$10,000 became $12,569 · $11,419+4.5%

+4.2%5 years · per year$10,000 became $12,274 · $12,090+3.9%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

7.01%Trailing 12-mo yield$701 · $363 a year on $10k3.63%

−4.1%Worst dropSmaller is better0.0%

4.8%VolatilityLower is calmer0.2%

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

3–5SGOV wins

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

More Ways to See the Pairs

YLD vs SGOV: Top 5 Holdings

Today

YLD

3.8%in top 5

SGOV

in top 5[…]

YLDStockSGOV

3.8%GVMXXnot top 5

Held in common[…]

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

YLD vs SGOV Returns, Every Period

PrincipalYLD

+4.2%

5 years, per year

SGOViShares

+3.9%

5 years, per year

YLDSGOVFaded: behind in that period

2–2Level

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

YLD vs SGOV

YTD

PrincipalYLD

+1.6%

SGOViShares

+3.2%

+1.6%Year to date+3.2%

−4.1%Worst drop · 1Y+0.0%

4.8%Volatility · 1Y0.2%

7.0%Yield3.6%

$603MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: YLD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

YLD0.39%$39

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

Yields: YLD, SGOV

7.01%highest, YLD

FundTrailing yieldYield$10k

YLD7.01%$701

SGOV3.63%$363

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

Income After Fees on $10,000

$662most kept, YLD

YLD$701 − $39 = $662

SGOV$363 − $9 = $354

KeptFee

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

Overlap: YLD, SGOV

Today

[…]holdings […]

YLDSGOV

YLD—[…]

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

YLDWorst drop−4.1%4.8% vol

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

Paid More vs Made More

YTD

YLDSGOV

+1.6%Year to date+3.2%

7.0%Yield3.6%

+2.6%Past year+3.8%

0.39%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