SGOV vs KBWD

ASGOV

BKBWD

Measures won4–2SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · KBWD $9,147

Lowest cost0.09%SGOV · $9 on $10k

Most income15.86%KBWD · $1,586 on $10k

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

Held in common[…]SGOV and KBWD

SGOV

KBWD

iShares 0-3 Month Treasury Bond ETF · $117BInvesco KBW High Dividend Yield Financial ETF · $342M

+4.5%3 years · per year$11,417 · $11,600+5.1%

+3.9%5 years · per year$12,086 · $9,148−1.8%

0.09%Expense ratio$9 · $539 on $10k · lower wins5.39%

3.63%12-mo yield$363 · $1,586 on $10k15.86%

0.0%Worst dropSmaller wins−23.4%

0.2%VolatilityLower wins17.5%

4–2SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSGOV · KBWD

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	ASGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.86%	−1.6%	−12.1%	−9.0%	+5.1%	−1.8%	−23.4%	$342M

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	ASGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.86%	−1.6%	−12.1%	−9.0%	+5.1%	−1.8%	−23.4%	$342M

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

SGOV vs KBWD

SGOV

iShares 0-3 Month Treasury Bond

$12,086

KBWD

Invesco KBW High Dividend Yield Financial

$9,148

MeasureSGOVKBWD

Fee0.09%5.39%

Cost on $10k a year$9$539

Yield3.63%15.86%

5 years, per year+3.9%−1.8%

3 years, per year+4.5%+5.1%

Worst drop · 1Y+0.0%−23.4%

Volatility · 1Y0.2%17.5%

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SGOV, KBWD

Today

[…]holdings […]

SGOVKBWD

SGOV—[…]

KBWD[…]—

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

Income After Fees on $10,000

$1,047most kept, KBWD

KBWD$1,586 − $539 = $1,047

SGOV$363 − $9 = $354

KeptFee

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