FCAL vs SGOV

AFCAL

BSGOV

Measures won0–6SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · FCAL $10,222

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[…]FCAL and SGOV

FCAL

SGOV

First Trust California Municipal High Income ETF · $212MiShares 0-3 Month Treasury Bond ETF · $117B

+4.3%3 years · per year$11,345 · $11,419+4.5%

+0.4%5 years · per year$10,222 · $12,086+3.9%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

3.55%12-mo yield$355 · $363 on $10k3.63%

−6.9%Worst dropSmaller wins0.0%

3.7%VolatilityLower wins0.2%

0–6SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCAL · SGOV

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

Held in common[…]

End-of-day Nov 4, 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%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AFCAL	First Trust California Municipal High Income ETFRead Desk		0.49%	3.55%	+0.4%	0.0%	+0.7%	+4.3%	+0.4%	−6.9%	$212M

End-of-day Nov 4, 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%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AFCAL	First Trust California Municipal High Income ETFRead Desk		0.49%	3.55%	+0.4%	0.0%	+0.7%	+4.3%	+0.4%	−6.9%	$212M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FCAL vs SGOV

FCAL

First Trust California Municipal High Income

$10,222

SGOV

iShares 0-3 Month Treasury Bond

$12,086

MeasureFCALSGOV

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield3.55%3.63%

5 years, per year+0.4%+3.9%

3 years, per year+4.3%+4.5%

Worst drop · 1Y−6.9%+0.0%

Volatility · 1Y3.7%0.2%

6–0measures won
SGOV first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FCAL, SGOV

Today

[…]holdings […]

FCALSGOV

FCAL—[…]

SGOV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

FCAL$355 − $49 = $306

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee