SHV vs USFR

ASHV

BUSFR

Measures won1–3USFR wins · of 6 · 5Y

$10,000 · 5Y$12,189USFR · SGOV $12,090

Lowest cost0.09%SGOV · $9 on $10k

Most income3.71%USFR · $371 on $10k

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

Held in common[…]SHV and USFR

SHV

USFR

iShares Trust iShares 0-1 Year Treasury Bond ETF · $21.2BWisdomTree Floating Rate Treasury Fund · $21.2B

+4.4%3 years · per year$11,395 · $11,450+4.6%

+3.7%5 years · per year$11,964 · $12,189+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 6, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	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

End-of-day Nov 6, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	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

End-of-day Nov 6, 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

$11,964

USFR

WisdomTree Floating Rate Treasury Fund

$12,189

MeasureSHVUSFR

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield3.65%3.71%

5 years, per year+3.7%+4.0%

3 years, per year+4.4%+4.6%

Worst drop · 1Y−0.0%−0.0%

Volatility · 1Y0.2%0.3%

3–1measures won
USFR first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SHV, USFR, SGOV

Today

[…]holdings […]

SHVUSFRSGOV

SHV—[…][…]

USFR[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$356most kept, USFR

USFR$371 − $15 = $356

SGOV$363 − $9 = $354

SHV$365 − $15 = $350

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee