SGOV vs FIXD

ASGOV

BFIXD

Measures won4–2SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · FIXD $9,630

Lowest cost0.09%SGOV · $9 on $10k

Most income4.82%FIXD · $482 on $10k

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

Held in common[…]SGOV and FIXD

SGOV

FIXD

iShares 0-3 Month Treasury Bond ETF · $117BFirst Trust Smith Opportunistic Fixed Income ETF · $2.8B

+4.5%3 years · per year$11,419 · $11,606+5.1%

+3.9%5 years · per year$12,090 · $9,630−0.8%

0.09%Expense ratio$9 · $65 on $10k · lower wins0.65%

3.63%12-mo yield$363 · $482 on $10k4.82%

0.0%Worst dropSmaller wins−5.4%

0.2%VolatilityLower wins4.4%

4–2SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSGOV · FIXD

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

Both

5Y2 funds

#			Trend
1	ASGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B

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

Both

5Y2 funds

#			Trend
1	ASGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B

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

SGOV vs FIXD

SGOV

iShares 0-3 Month Treasury Bond

$12,090

FIXD

First Trust Smith Opportunistic Fixed Income

$9,630

MeasureSGOVFIXD

Fee0.09%0.65%

Cost on $10k a year$9$65

Yield3.63%4.82%

5 years, per year+3.9%−0.8%

3 years, per year+4.5%+5.1%

Worst drop · 1Y+0.0%−5.4%

Volatility · 1Y0.2%4.4%

4–2measures won
SGOV 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: SGOV, FIXD

Today

[…]holdings […]

SGOVFIXD

SGOV—[…]

FIXD[…]—

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

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SGOV$363 − $9 = $354

KeptFee

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