FIAX vs SGOV

AFIAX

BSGOV

Measures won1–4SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · IUSB $10,151

Lowest cost0.06%IUSB · $6 on $10k

Most income8.15%FIAX · $815 on $10k

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

Held in common[…]FIAX and SGOV

FIAX

SGOV

Nicholas Fixed Income Alternative ETF · $121MiShares 0-3 Month Treasury Bond ETF · $116B

+4.1%3 years · per year$11,265 · $11,417+4.5%

[…]5 years · per year[…] · $12,091+3.9%

0.97%Expense ratio$97 · $9 on $10k · lower wins0.09%

8.15%12-mo yield$815 · $363 on $10k3.63%

−2.4%Worst dropSmaller wins0.0%

4.1%VolatilityLower wins0.2%

1–4SGOV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFIAX · 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%	$116.4B
2	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	AFIAX	Nicholas Fixed Income Alternative ETFRead Desk	0.97%	8.15%	+0.1%	+3.3%	+4.4%	+4.1%	new	−2.4%	$121M

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%	$116.4B
2	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	AFIAX	Nicholas Fixed Income Alternative ETFRead Desk	0.97%	8.15%	+0.1%	+3.3%	+4.4%	+4.1%	new	−2.4%	$121M

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

FIAX vs SGOV

FIAX

Nicholas Fixed Income Alternative

[…]

SGOV

iShares 0-3 Month Treasury Bond

$12,091

MeasureFIAXSGOV

Fee0.97%0.09%

Cost on $10k a year$97$9

Yield8.15%3.63%

5 years, per year[…]+3.9%

3 years, per year+4.1%+4.5%

Worst drop · 1Y−2.4%+0.0%

Volatility · 1Y4.1%0.2%

4–1measures 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%

$116BAssets$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%

$122BAssets$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: FIAX, SGOV, IUSB

Today

[…]holdings […]

FIAXSGOVIUSB

FIAX—[…][…]

SGOV[…]—[…]

IUSB[…][…]—

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

Income After Fees on $10,000

$718most kept, FIAX

FIAX$815 − $97 = $718

IUSB$433 − $6 = $427

SGOV$363 − $9 = $354

KeptFee

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