SHV vs SGVT

ASHV

BSGVT

Measures won2–0SHV wins · of 6 · 5Y

$10,000 · 5Y$11,965SHV · AGG $9,979

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

Smallest drop−0.0%SHV · worst fall in 1Y

Held in common[…]SHV and SGVT

SHV

SGVT

iShares Trust iShares 0-1 Year Treasury Bond ETF · $21.2BSchwab Government Money Market ETF · $1.1B

+4.4%3 years · per year$11,391 · […][…]

+3.7%5 years · per year$11,965 · […][…]

0.15%Expense ratio$15 · $28 on $10k · lower wins0.28%

3.65%12-mo yield$365 · $337 on $10k3.37%

−0.0%Worst dropSmaller wins−0.0%

0.2%VolatilityLower wins0.2%

2–0SHV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHV · SGVT

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

All Three

5Y3 funds

#
1	ASHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk	0.15%	3.65%	0.0%	+3.0%	+3.7%	+4.4%	+3.7%	−0.0%	$21.2B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
3	BSGVT	Schwab Government Money Market ETFRead Desk	0.28%	3.37%	0.0%	+2.9%	+3.6%	new	new	−0.0%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk	0.15%	3.65%	0.0%	+3.0%	+3.7%	+4.4%	+3.7%	−0.0%	$21.2B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
3	BSGVT	Schwab Government Money Market ETFRead Desk	0.28%	3.37%	0.0%	+2.9%	+3.6%	new	new	−0.0%	$1.1B

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

SHV vs SGVT

SHV

iShares Trust iShares 0-1 Year Treasury Bond

$11,965

SGVT

Schwab Government Money Market

[…]

MeasureSHVSGVT

Fee0.15%0.28%

Cost on $10k a year$15$28

Yield3.65%3.37%

5 years, per year+3.7%[…]

3 years, per year+4.4%[…]

Worst drop · 1Y−0.0%−0.0%

Volatility · 1Y0.2%0.2%

2–0measures won
SHV first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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: SHV, SGVT, AGG

Today

[…]holdings […]

SHVSGVTAGG

SHV—[…][…]

SGVT[…]—[…]

AGG[…][…]—

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

SHV$365 − $15 = $350

SGVT$337 − $28 = $309

KeptFee

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