LMBS vs FUSI

ALMBS

BFUSI

Measures won1–4FUSI wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · LMBS $11,706

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[…]LMBS and FUSI

LMBS

FUSI

First Trust Low Duration Opportunities ETF · $6.6BAmerican Century Ultrashort Income ETF · $73M

+6.0%3 years · per year$11,913 · $11,742+5.5%

+3.2%5 years · per year$11,706 · […][…]

0.66%Expense ratio$66 · $19 on $10k · lower wins0.19%

4.15%12-mo yield$415 · $484 on $10k4.84%

−2.0%Worst dropSmaller wins−0.4%

2.1%VolatilityLower wins1.1%

1–4FUSI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLMBS · 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	ALMBS	First Trust Low Duration Opportunities ETFRead Desk	0.66%	4.15%	+0.1%	+1.7%	+2.7%	+6.0%	+3.2%	−2.0%	$6.6B
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	ALMBS	First Trust Low Duration Opportunities ETFRead Desk	0.66%	4.15%	+0.1%	+1.7%	+2.7%	+6.0%	+3.2%	−2.0%	$6.6B
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

LMBS vs FUSI

LMBS

First Trust Low Duration Opportunities

$11,706

FUSI

American Century Ultrashort Income

[…]

MeasureLMBSFUSI

Fee0.66%0.19%

Cost on $10k a year$66$19

Yield4.15%4.84%

5 years, per year+3.2%[…]

3 years, per year+6.0%+5.5%

Worst drop · 1Y−2.0%−0.4%

Volatility · 1Y2.1%1.1%

4–1measures 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: LMBS, FUSI, SGOV

Today

[…]holdings […]

LMBSFUSISGOV

LMBS—[…][…]

FUSI[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$465most kept, FUSI

FUSI$484 − $19 = $465

SGOV$363 − $9 = $354

LMBS$415 − $66 = $349

KeptFee

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