AVSF vs CGSD

AAVSF

BCGSD

Measures won1–4CGSD wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · AVSF $11,095

Lowest cost0.09%SGOV · $9 on $10k

Most income4.41%CGSD · $441 on $10k

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

Held in common[…]AVSF and CGSD

AVSF

CGSD

Avantis Short-Term Fixed Income ETF · $636MCapital Group Short Duration Income ETF · $2.9B

+4.8%3 years · per year$11,495 · $11,618+5.1%

+2.1%5 years · per year$11,095 · […][…]

0.15%Expense ratio$15 · $25 on $10k · lower wins0.25%

4.37%12-mo yield$437 · $441 on $10k4.41%

−1.6%Worst dropSmaller wins−1.3%

2.0%VolatilityLower wins1.7%

1–4CGSD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVSF · CGSD

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	SGOV	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	AAVSF	Avantis Short-Term Fixed Income ETFRead Desk	0.15%	4.37%	−0.1%	+1.0%	+1.8%	+4.8%	+2.1%	−1.6%	$636M
3	BCGSD	Capital Group Short Duration Income ETFRead Desk	0.25%	4.41%	0.0%	+1.6%	+2.5%	+5.1%	new	−1.3%	$2.9B

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	SGOV	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	AAVSF	Avantis Short-Term Fixed Income ETFRead Desk	0.15%	4.37%	−0.1%	+1.0%	+1.8%	+4.8%	+2.1%	−1.6%	$636M
3	BCGSD	Capital Group Short Duration Income ETFRead Desk	0.25%	4.41%	0.0%	+1.6%	+2.5%	+5.1%	new	−1.3%	$2.9B

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

AVSF vs CGSD

AVSF

Avantis Short-Term Fixed Income

$11,095

CGSD

Capital Group Short Duration Income

[…]

MeasureAVSFCGSD

Fee0.15%0.25%

Cost on $10k a year$15$25

Yield4.37%4.41%

5 years, per year+2.1%[…]

3 years, per year+4.8%+5.1%

Worst drop · 1Y−1.6%−1.3%

Volatility · 1Y2.0%1.7%

3–1measures won
CGSD 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

+33.2%

VIGVanguard

+14.8%

+33.2%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: AVSF, CGSD, SGOV

Today

[…]holdings […]

AVSFCGSDSGOV

AVSF—[…][…]

CGSD[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$422most kept, AVSF

AVSF$437 − $15 = $422

CGSD$441 − $25 = $416

SGOV$363 − $9 = $354

KeptFee

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