ARP vs SGOV

AARP

BSGOV

Measures won2–3SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · IUSB $10,151

Lowest cost0.06%IUSB · $6 on $10k

Most income5.99%ARP · $599 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]ARP and SGOV

ARP

SGOV

PMV Adaptive Risk Parity ETF · $74MiShares 0-3 Month Treasury Bond ETF · $117B

+14.8%3 years · per year$15,126 · $11,417+4.5%

[…]5 years · per year[…] · $12,091+3.9%

1.88%Expense ratio$188 · $9 on $10k · lower wins0.09%

5.99%12-mo yield$599 · $363 on $10k3.63%

−10.1%Worst dropSmaller wins0.0%

14.7%VolatilityLower wins0.2%

2–3SGOV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARP · SGOV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
3	AARP	PMV Adaptive Risk Parity ETFRead Desk	1.88%	5.99%	+0.7%	+9.2%	+12.9%	+14.8%	new	−10.1%	$74M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
3	AARP	PMV Adaptive Risk Parity ETFRead Desk	1.88%	5.99%	+0.7%	+9.2%	+12.9%	+14.8%	new	−10.1%	$74M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ARP vs SGOV

ARP

PMV Adaptive Risk Parity

[…]

SGOV

iShares 0-3 Month Treasury Bond

$12,091

MeasureARPSGOV

Fee1.88%0.09%

Cost on $10k a year$188$9

Yield5.99%3.63%

5 years, per year[…]+3.9%

3 years, per year+14.8%+4.5%

Worst drop · 1Y−10.1%+0.0%

Volatility · 1Y14.7%0.2%

3–2measures won
SGOV first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ARP, SGOV, IUSB

Today

[…]holdings […]

ARPSGOVIUSB

ARP—[…][…]

SGOV[…]—[…]

IUSB[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

ARP$599 − $188 = $411

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee