SJLD vs FUSI

ASJLD

BFUSI

Measures won1–3FUSI wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income5.16%SJLD · $516 on $10k

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

Held in common[…]SJLD and FUSI

SJLD

FUSI

SanJac Alpha Low Duration ETF · $2MAmerican Century Ultrashort Income ETF · $76M

[…]3 years · per year[…] · $11,728+5.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $19 on $10k · lower wins0.19%

5.16%12-mo yield$516 · $485 on $10k4.85%

−1.1%Worst dropSmaller wins−0.4%

1.5%VolatilityLower wins1.1%

1–3FUSI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSJLD · FUSI

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	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%	$116.4B
2	ASJLD	SanJac Alpha Low Duration ETFRead Desk	0.35%	5.16%	−0.1%	+2.2%	+2.3%	new	new	−1.1%	$2M
3	BFUSI	American Century Ultrashort Income ETFRead Desk	0.19%	4.85%	−0.1%	+4.1%	+5.0%	+5.5%	new	−0.4%	$76M

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	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%	$116.4B
2	ASJLD	SanJac Alpha Low Duration ETFRead Desk	0.35%	5.16%	−0.1%	+2.2%	+2.3%	new	new	−1.1%	$2M
3	BFUSI	American Century Ultrashort Income ETFRead Desk	0.19%	4.85%	−0.1%	+4.1%	+5.0%	+5.5%	new	−0.4%	$76M

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

SJLD vs FUSI

SJLD

SanJac Alpha Low Duration

[…]

FUSI

American Century Ultrashort Income

[…]

MeasureSJLDFUSI

Fee0.35%0.19%

Cost on $10k a year$35$19

Yield5.16%4.85%

5 years, per year[…][…]

3 years, per year[…]+5.5%

Worst drop · 1Y−1.1%−0.4%

Volatility · 1Y1.5%1.1%

3–1measures won
FUSI first

Nov 9, 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%

$116BAssets$48.7B

1–1level

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%

$122BAssets$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: SJLD, FUSI, SGOV

Today

[…]holdings […]

SJLDFUSISGOV

SJLD—[…][…]

FUSI[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$481most kept, SJLD

SJLD$516 − $35 = $481

FUSI$485 − $19 = $466

SGOV$363 − $9 = $354

KeptFee

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