GTO vs BSV

AGTO

BBSV

Measures won2–4BSV wins · of 6 · 5Y

$10,000 · 5Y$10,977BSV · GTO $9,887

Lowest cost0.03%BSV · $3 on $10k

Most income4.93%GTO · $493 on $10k

Smallest drop−1.4%BSV · worst fall in 1Y

Held in common[…]GTO and BSV

GTO

BSV

Invesco Total Return Bond ETF · $2.6BVanguard Short-Term Bond ETF · $45.4B

+6.1%3 years · per year$11,937 · $11,478+4.7%

−0.2%5 years · per year$9,887 · $10,977+1.9%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

4.93%12-mo yield$493 · $410 on $10k4.10%

−4.5%Worst dropSmaller wins−1.4%

3.7%VolatilityLower wins1.9%

2–4BSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGTO · BSV

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	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.10%	+0.2%	+0.9%	+1.7%	+4.7%	+1.9%	−1.4%	$45.4B
2	AGTO	Invesco Total Return Bond ETFRead Desk		0.35%	4.93%	+0.4%	−0.3%	+0.3%	+6.1%	−0.2%	−4.5%	$2.6B

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	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.10%	+0.2%	+0.9%	+1.7%	+4.7%	+1.9%	−1.4%	$45.4B
2	AGTO	Invesco Total Return Bond ETFRead Desk		0.35%	4.93%	+0.4%	−0.3%	+0.3%	+6.1%	−0.2%	−4.5%	$2.6B

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

GTO vs BSV

GTO

Invesco Total Return Bond

$9,887

BSV

Vanguard Short-Term Bond

$10,977

MeasureGTOBSV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield4.93%4.10%

5 years, per year−0.2%+1.9%

3 years, per year+6.1%+4.7%

Worst drop · 1Y−4.5%−1.4%

Volatility · 1Y3.7%1.9%

4–2measures won
BSV first

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GTO, BSV

Today

[…]holdings […]

GTOBSV

GTO—[…]

BSV[…]—

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

Income After Fees on $10,000

$458most kept, GTO

GTO$493 − $35 = $458

BSV$410 − $3 = $407

KeptFee

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