SHV vs USFR

ASHV

BUSFR

Measures won1–3USFR wins · of 6 · 5Y

$10,000 · 5Y$12,184USFR · SHV $11,955

Lowest cost0.15%SHV · $15 on $10k

Most income3.71%USFR · $371 on $10k

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

Held in common[…]SHV and USFR

SHV

USFR

iShares Trust iShares 0-1 Year Treasury Bond ETF · $21.3BWisdomTree Floating Rate Treasury Fund · $21.3B

+4.4%3 years · per year$11,392 · $11,454+4.6%

+3.6%5 years · per year$11,955 · $12,184+4.0%

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

3.65%12-mo yield$365 · $371 on $10k3.71%

−0.0%Worst dropSmaller wins−0.0%

0.2%VolatilityLower wins0.3%

1–3USFR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHV · USFR

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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	BUSFR	WisdomTree Floating Rate Treasury FundRead Desk		0.15%	3.71%	0.0%	+3.4%	+4.1%	+4.6%	+4.0%	−0.0%	$21.3B
2	ASHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.7%	+4.4%	+3.6%	−0.0%	$21.3B

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

Both

5Y2 funds

#			Trend
1	BUSFR	WisdomTree Floating Rate Treasury FundRead Desk		0.15%	3.71%	0.0%	+3.4%	+4.1%	+4.6%	+4.0%	−0.0%	$21.3B
2	ASHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.7%	+4.4%	+3.6%	−0.0%	$21.3B

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

Cards for this view

SHV vs USFR

SHV

iShares Trust iShares 0-1 Year Treasury Bond

$11,955

USFR

WisdomTree Floating Rate Treasury Fund

$12,184

MeasureSHVUSFR

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield3.65%3.71%

5 years, per year+3.6%+4.0%

3 years, per year+4.4%+4.6%

Worst drop · 1Y−0.0%−0.0%

Volatility · 1Y0.2%0.3%

2–1measures won
USFR first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SHV, USFR

Today

[…]holdings […]

SHVUSFR

SHV—[…]

USFR[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$356most kept, USFR

USFR$371 − $15 = $356

SHV$365 − $15 = $350

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee