OVM vs SGOV

AOVM

BSGOV

Measures won2–4SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · OVM $10,540

Lowest cost0.09%SGOV · $9 on $10k

Most income5.78%OVM · $578 on $10k

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

Held in common[…]OVM and SGOV

OVM

SGOV

Overlay Shares Municipal Bond ETF · $46MiShares 0-3 Month Treasury Bond ETF · $117B

+6.8%3 years · per year$12,180 · $11,417+4.5%

+1.1%5 years · per year$10,540 · $12,086+3.9%

0.81%Expense ratio$81 · $9 on $10k · lower wins0.09%

5.78%12-mo yield$578 · $363 on $10k3.63%

−6.4%Worst dropSmaller wins0.0%

5.7%VolatilityLower wins0.2%

2–4SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVM · 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	AOVM	Overlay Shares Municipal Bond ETFRead Desk		0.81%	5.78%	−0.7%	+1.7%	+2.6%	+6.8%	+1.1%	−6.4%	$46M

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	AOVM	Overlay Shares Municipal Bond ETFRead Desk		0.81%	5.78%	−0.7%	+1.7%	+2.6%	+6.8%	+1.1%	−6.4%	$46M

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

OVM vs SGOV

OVM

Overlay Shares Municipal Bond

$10,540

SGOV

iShares 0-3 Month Treasury Bond

$12,086

MeasureOVMSGOV

Fee0.81%0.09%

Cost on $10k a year$81$9

Yield5.78%3.63%

5 years, per year+1.1%+3.9%

3 years, per year+6.8%+4.5%

Worst drop · 1Y−6.4%+0.0%

Volatility · 1Y5.7%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: OVM, SGOV

Today

[…]holdings […]

OVMSGOV

OVM—[…]

SGOV[…]—

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

Income After Fees on $10,000

$497most kept, OVM

OVM$578 − $81 = $497

SGOV$363 − $9 = $354

KeptFee

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