FIXD vs SGOV

AFIXD

BSGOV

Measures won2–4SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income4.81%FIXD · $481 on $10k

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

Held in common[…]FIXD and SGOV

FIXD

SGOV

First Trust Smith Opportunistic Fixed Income ETF · $2.8BiShares 0-3 Month Treasury Bond ETF · $116B

+4.9%3 years · per year$11,530 · $11,417+4.5%

−0.7%5 years · per year$9,657 · $12,091+3.9%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

4.81%12-mo yield$481 · $363 on $10k3.63%

−5.4%Worst dropSmaller wins0.0%

4.4%VolatilityLower wins0.2%

2–4SGOV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFIXD · 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 Four

5Y4 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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.81%	+0.1%	−1.1%	−0.8%	+4.9%	−0.7%	−5.4%	$2.8B
4	SMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.1%	new	new	−4.6%	$3.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.81%	+0.1%	−1.1%	−0.8%	+4.9%	−0.7%	−5.4%	$2.8B
4	SMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.1%	new	new	−4.6%	$3.7B

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

FIXD vs SGOV

FIXD

First Trust Smith Opportunistic Fixed Income

$9,657

SGOV

iShares 0-3 Month Treasury Bond

$12,091

MeasureFIXDSGOV

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield4.81%3.63%

5 years, per year−0.7%+3.9%

3 years, per year+4.9%+4.5%

Worst drop · 1Y−5.4%+0.0%

Volatility · 1Y4.4%0.2%

4–2measures won
SGOV first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

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

Overlap: FIXD, SMTH, SGOV, BND

Today

0.1%most shared, FIXD and SMTH

FIXDSMTHSGOVBND

FIXD—0.1%[…][…]

SMTH0.1%—[…][…]

SGOV[…][…]—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$416most kept, FIXD

FIXD$481 − $65 = $416

BND$412 − $3 = $409

SMTH$441 − $59 = $382

SGOV$363 − $9 = $354

KeptFee

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