SHV vs USFR

ASHV

BUSFR

Measures won1–3USFR wins · of 6 · 5Y

$10,000 · 5Y$12,178USFR · SHV $11,956

Lowest cost0.07%BNDX · $7 on $10k

Most income4.65%BNDX · $465 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 · $21.2B

+4.4%3 years · per year$11,392 · $11,451+4.6%

+3.6%5 years · per year$11,956 · $12,178+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 yearsAll three, one scale

Shared top holdingsSHV · USFR

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

Held in common[…]

End-of-day Nov 4, 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	BUSFR	WisdomTree Floating Rate Treasury FundRead Desk	0.15%	3.71%	0.0%	+3.4%	+4.1%	+4.6%	+4.0%	−0.0%	$21.2B
2	ASHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk	0.15%	3.65%	0.0%	+3.0%	+3.6%	+4.4%	+3.6%	−0.0%	$21.3B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BUSFR	WisdomTree Floating Rate Treasury FundRead Desk	0.15%	3.71%	0.0%	+3.4%	+4.1%	+4.6%	+4.0%	−0.0%	$21.2B
2	ASHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk	0.15%	3.65%	0.0%	+3.0%	+3.6%	+4.4%	+3.6%	−0.0%	$21.3B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B

End-of-day Nov 4, 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

$11,956

USFR

WisdomTree Floating Rate Treasury Fund

$12,178

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 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SHV, USFR, BNDX

Today

[…]holdings […]

SHVUSFRBNDX

SHV—[…][…]

USFR[…]—[…]

BNDX[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$458most kept, BNDX

BNDX$465 − $7 = $458

USFR$371 − $15 = $356

SHV$365 − $15 = $350

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee