UBND vs SGOV

AUBND

BSGOV

Measures won2–4SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · UBND $10,487

Lowest cost0.09%SGOV · $9 on $10k

Most income5.03%UBND · $503 on $10k

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

Held in common[…]UBND and SGOV

UBND

SGOV

VictoryShares Core Plus Bond ETF · $2.0BiShares 0-3 Month Treasury Bond ETF · $116B

+5.8%3 years · per year$11,833 · $11,417+4.5%

+1.0%5 years · per year$10,487 · $12,091+3.9%

0.43%Expense ratio$43 · $9 on $10k · lower wins0.09%

5.03%12-mo yield$503 · $363 on $10k3.63%

−4.6%Worst dropSmaller wins0.0%

3.7%VolatilityLower wins0.2%

2–4SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUBND · SGOV

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

Both

5Y2 funds

#			Trend
1	BSGOV	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	AUBND	VictoryShares Core Plus Bond ETFRead Desk		0.43%	5.03%	0.0%	0.0%	+0.7%	+5.8%	+1.0%	−4.6%	$2.0B

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

Both

5Y2 funds

#			Trend
1	BSGOV	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	AUBND	VictoryShares Core Plus Bond ETFRead Desk		0.43%	5.03%	0.0%	0.0%	+0.7%	+5.8%	+1.0%	−4.6%	$2.0B

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

UBND vs SGOV

UBND

VictoryShares Core Plus Bond

$10,487

SGOV

iShares 0-3 Month Treasury Bond

$12,091

MeasureUBNDSGOV

Fee0.43%0.09%

Cost on $10k a year$43$9

Yield5.03%3.63%

5 years, per year+1.0%+3.9%

3 years, per year+5.8%+4.5%

Worst drop · 1Y−4.6%+0.0%

Volatility · 1Y3.7%0.2%

4–2measures won
SGOV 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: UBND, SGOV

Today

[…]holdings […]

UBNDSGOV

UBND—[…]

SGOV[…]—

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

Income After Fees on $10,000

$460most kept, UBND

UBND$503 − $43 = $460

SGOV$363 − $9 = $354

KeptFee

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