FCAL vs SGOV

AFCAL

BSGOV

Measures won0–6SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · MUB $10,432

Lowest cost0.05%MUB · $5 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 · $215MiShares 0-3 Month Treasury Bond ETF · $117B

+4.1%3 years · per year$11,293 · $11,417+4.5%

+0.6%5 years · per year$10,299 · $12,091+3.9%

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

3.52%12-mo yield$352 · $363 on $10k3.63%

−6.9%Worst dropSmaller wins0.0%

3.7%VolatilityLower wins0.2%

0–6SGOV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCAL · 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	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
3	AFCAL	First Trust California Municipal High Income ETFRead Desk	0.49%	3.52%	+0.2%	+0.8%	+1.4%	+4.1%	+0.6%	−6.9%	$215M

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	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
3	AFCAL	First Trust California Municipal High Income ETFRead Desk	0.49%	3.52%	+0.2%	+0.8%	+1.4%	+4.1%	+0.6%	−6.9%	$215M

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

FCAL vs SGOV

FCAL

First Trust California Municipal High Income

$10,299

SGOV

iShares 0-3 Month Treasury Bond

$12,091

MeasureFCALSGOV

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield3.52%3.63%

5 years, per year+0.6%+3.9%

3 years, per year+4.1%+4.5%

Worst drop · 1Y−6.9%+0.0%

Volatility · 1Y3.7%0.2%

6–0measures 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

+33.2%

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: FCAL, SGOV, MUB

Today

[…]holdings […]

FCALSGOVMUB

FCAL—[…][…]

SGOV[…]—[…]

MUB[…][…]—

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

MUB$326 − $5 = $321

FCAL$352 − $49 = $303

KeptFee

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