BSMR vs SGOV

ABSMR

BSGOV

Measures won0–6SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · BSMR $10,356

Lowest cost0.09%SGOV · $9 on $10k

Most income3.63%SGOV · $363 on $10k

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

Held in common[…]BSMR and SGOV

BSMR

SGOV

Invesco BulletShares 2027 Municipal Bond ETF · $374MiShares 0-3 Month Treasury Bond ETF · $117B

+4.1%3 years · per year$11,284 · $11,419+4.5%

+0.7%5 years · per year$10,356 · $12,090+3.9%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

2.72%12-mo yield$272 · $363 on $10k3.63%

−1.9%Worst dropSmaller wins0.0%

1.7%VolatilityLower wins0.2%

0–6SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBSMR · SGOV

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
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	ABSMR	Invesco BulletShares 2027 Municipal Bond ETFRead Desk		0.18%	2.72%	+0.2%	+1.8%	+2.6%	+4.1%	+0.7%	−1.9%	$374M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	ABSMR	Invesco BulletShares 2027 Municipal Bond ETFRead Desk		0.18%	2.72%	+0.2%	+1.8%	+2.6%	+4.1%	+0.7%	−1.9%	$374M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BSMR vs SGOV

BSMR

Invesco BulletShares 2027 Municipal Bond

$10,356

SGOV

iShares 0-3 Month Treasury Bond

$12,090

MeasureBSMRSGOV

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield2.72%3.63%

5 years, per year+0.7%+3.9%

3 years, per year+4.1%+4.5%

Worst drop · 1Y−1.9%+0.0%

Volatility · 1Y1.7%0.2%

6–0measures won
SGOV first

Nov 6, 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$48.3B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: BSMR, SGOV

Today

[…]holdings […]

BSMRSGOV

BSMR—[…]

SGOV[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

BSMR$272 − $18 = $254

KeptFee

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