SGOV vs USFR5YSGOVSGOVAvsBUSFRUSFRiShares 0-3 Month Treasury Bond ETF · $117BWisdomTree Floating Rate Treasury Fund · $21.3BReturns · dividends in+4.5%3 years · per year$11,416 · $11,444+4.6%+3.9%5 years · per year$12,095 · $12,194+4.0%Cost and income0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%3.63%12-mo yield$363 · $371 on $10k3.71%Risk · 1 yearEnd-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUSFRWisdomTree Floating Rate Treasury FundReadDesk0.15%3.71%0.0%+3.4%+4.1%+4.6%+4.0%−0.0%$21.3B2ASGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$117.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUSFRWisdomTree Floating Rate Treasury FundReadDesk0.15%3.71%0.0%+3.4%+4.1%+4.6%+4.0%−0.0%$21.3B2ASGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$117.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: SGOV, USFRToday[…]holdings […]SGOVUSFRSGOV—[…]USFR[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SGOV vs USFR5YASGOViShares 0-3 Month Treasury Bond$12,095vsUSFRBWisdomTree Floating Rate Treasury Fund$12,194$10k$11k$12kNov 2021Nov 2026
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.1%Jan 1Nov 13+3.2%+3.1%+3.2%Year to date+3.1%3.6%Yield3.7%$117BAssets$49.3B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 13+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: SGOV, USFRToday[…]holdings […]SGOVUSFRSGOV—[…]USFR[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$356most kept, USFRUSFR$371 − $15 = $356SGOV$363 − $9 = $354KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee