LDSF vs FUSI

ALDSF

BFUSI

Measures won1–4FUSI wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · LDSF $11,334

Lowest cost0.09%SGOV · $9 on $10k

Most income4.84%FUSI · $484 on $10k

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

Held in common[…]LDSF and FUSI

LDSF

FUSI

First Trust Low Duration Strategic Focus ETF · $160MAmerican Century Ultrashort Income ETF · $73M

+5.4%3 years · per year$11,712 · $11,742+5.5%

+2.5%5 years · per year$11,334 · […][…]

0.10%Expense ratio$10 · $19 on $10k · lower wins0.19%

4.77%12-mo yield$477 · $484 on $10k4.84%

−2.0%Worst dropSmaller wins−0.4%

2.3%VolatilityLower wins1.1%

1–4FUSI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLDSF · FUSI

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

Held in common[…]

End-of-day Nov 6, 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	SGOV	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	ALDSF	First Trust Low Duration Strategic Focus ETFRead Desk	0.10%	4.77%	−0.1%	+1.0%	+2.1%	+5.4%	+2.5%	−2.0%	$160M
3	BFUSI	American Century Ultrashort Income ETFRead Desk	0.19%	4.84%	+0.1%	+4.3%	+5.2%	+5.5%	new	−0.4%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	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	ALDSF	First Trust Low Duration Strategic Focus ETFRead Desk	0.10%	4.77%	−0.1%	+1.0%	+2.1%	+5.4%	+2.5%	−2.0%	$160M
3	BFUSI	American Century Ultrashort Income ETFRead Desk	0.19%	4.84%	+0.1%	+4.3%	+5.2%	+5.5%	new	−0.4%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LDSF vs FUSI

LDSF

First Trust Low Duration Strategic Focus

$11,334

FUSI

American Century Ultrashort Income

[…]

MeasureLDSFFUSI

Fee0.10%0.19%

Cost on $10k a year$10$19

Yield4.77%4.84%

5 years, per year+2.5%[…]

3 years, per year+5.4%+5.5%

Worst drop · 1Y−2.0%−0.4%

Volatility · 1Y2.3%1.1%

3–1measures won
FUSI first

Nov 6, 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$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: LDSF, FUSI, SGOV

Today

[…]holdings […]

LDSFFUSISGOV

LDSF—[…][…]

FUSI[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$467most kept, LDSF

LDSF$477 − $10 = $467

FUSI$484 − $19 = $465

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee