SCHZ vs SGOV

ASCHZ

BSGOV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · SCHZ $9,965

Lowest cost0.03%SCHZ · $3 on $10k

Most income4.27%SCHZ · $427 on $10k

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

Held in common[…]SCHZ and SGOV

SCHZ

SGOV

Schwab U.S. Aggregate Bond ETF · $10.8BiShares 0-3 Month Treasury Bond ETF · $117B

+5.0%3 years · per year$11,581 · $11,417+4.5%

−0.1%5 years · per year$9,965 · $12,091+3.9%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

4.27%12-mo yield$427 · $363 on $10k3.63%

−4.6%Worst dropSmaller wins0.0%

4.0%VolatilityLower wins0.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHZ · 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

Both

5Y2 funds

#			Trend
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%	$116.5B
2	ASCHZ	Schwab U.S. Aggregate Bond ETFRead Desk		0.03%	4.27%	0.0%	0.0%	+0.3%	+5.0%	−0.1%	−4.6%	$10.8B

End-of-day Nov 9, 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%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	ASCHZ	Schwab U.S. Aggregate Bond ETFRead Desk		0.03%	4.27%	0.0%	0.0%	+0.3%	+5.0%	−0.1%	−4.6%	$10.8B

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

SCHZ vs SGOV

SCHZ

Schwab U.S. Aggregate Bond

$9,965

SGOV

iShares 0-3 Month Treasury Bond

$12,091

MeasureSCHZSGOV

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield4.27%3.63%

5 years, per year−0.1%+3.9%

3 years, per year+5.0%+4.5%

Worst drop · 1Y−4.6%+0.0%

Volatility · 1Y4.0%0.2%

3–3measures won
level

Nov 9, 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$48.7B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SCHZ, SGOV

Today

[…]holdings […]

SCHZSGOV

SCHZ—[…]

SGOV[…]—

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

Income After Fees on $10,000

$424most kept, SCHZ

SCHZ$427 − $3 = $424

SGOV$363 − $9 = $354

KeptFee

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