FISR vs SGOV

AFISR

BSGOV

Measures won2–4SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · FISR $9,498

Lowest cost0.09%SGOV · $9 on $10k

Most income4.36%FISR · $436 on $10k

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

Held in common[…]FISR and SGOV

FISR

SGOV

State Street Fixed Income Sector Rotation ETF · $638MiShares 0-3 Month Treasury Bond ETF · $117B

+5.1%3 years · per year$11,609 · $11,417+4.5%

−1.0%5 years · per year$9,498 · $12,086+3.9%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

4.36%12-mo yield$436 · $363 on $10k3.63%

−5.0%Worst dropSmaller wins0.0%

4.6%VolatilityLower wins0.2%

2–4SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFISR · SGOV

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

Held in common[…]

End-of-day Nov 5, 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	AFISR	State Street Fixed Income Sector Rotation ETFRead Desk		0.50%	4.36%	+0.3%	−0.2%	0.0%	+5.1%	−1.0%	−5.0%	$638M

End-of-day Nov 5, 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	AFISR	State Street Fixed Income Sector Rotation ETFRead Desk		0.50%	4.36%	+0.3%	−0.2%	0.0%	+5.1%	−1.0%	−5.0%	$638M

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

Cards for this view

FISR vs SGOV

FISR

Fixed Income Sector Rotation

$9,498

SGOV

iShares 0-3 Month Treasury Bond

$12,086

MeasureFISRSGOV

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield4.36%3.63%

5 years, per year−1.0%+3.9%

3 years, per year+5.1%+4.5%

Worst drop · 1Y−5.0%+0.0%

Volatility · 1Y4.6%0.2%

4–2measures won
SGOV first

Nov 5, 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 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FISR, SGOV

Today

[…]holdings […]

FISRSGOV

FISR—[…]

SGOV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$386most kept, FISR

FISR$436 − $50 = $386

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee