DDX vs SGOV

ADDX

BSGOV

Measures won1–5SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · DDX $11,317

Lowest cost0.06%IUSB · $6 on $10k

Most income4.33%IUSB · $433 on $10k

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

Held in common[…]DDX and SGOV

DDX

SGOV

Defined Duration 10 ETF · $77MiShares 0-3 Month Treasury Bond ETF · $117B

+9.4%3 years · per year$13,096 · $11,417+4.5%

+2.5%5 years · per year$11,317 · $12,091+3.9%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

3.14%12-mo yield$314 · $363 on $10k3.63%

−4.4%Worst dropSmaller wins0.0%

6.0%VolatilityLower wins0.2%

1–5SGOV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDDX · 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	ADDX	Defined Duration 10 ETFRead Desk	0.29%	3.14%	+0.7%	+5.4%	+7.0%	+9.4%	+2.5%	−4.4%	$77M
3	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

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	ADDX	Defined Duration 10 ETFRead Desk	0.29%	3.14%	+0.7%	+5.4%	+7.0%	+9.4%	+2.5%	−4.4%	$77M
3	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

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

DDX vs SGOV

DDX

Defined Duration 10

$11,317

SGOV

iShares 0-3 Month Treasury Bond

$12,091

MeasureDDXSGOV

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield3.14%3.63%

5 years, per year+2.5%+3.9%

3 years, per year+9.4%+4.5%

Worst drop · 1Y−4.4%+0.0%

Volatility · 1Y6.0%0.2%

5–1measures 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: DDX, SGOV, IUSB

Today

[…]holdings […]

DDXSGOVIUSB

DDX—[…][…]

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

SGOV$363 − $9 = $354

DDX$314 − $29 = $285

KeptFee

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