XMPT vs SGOV

AXMPT

BSGOV

Measures won2–4SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · XMPT $9,088

Lowest cost0.09%SGOV · $9 on $10k

Most income6.30%XMPT · $630 on $10k

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

Held in common[…]XMPT and SGOV

XMPT

SGOV

VanEck CEF Muni Income ETF · $208MiShares 0-3 Month Treasury Bond ETF · $117B

+9.7%3 years · per year$13,216 · $11,419+4.5%

−1.9%5 years · per year$9,088 · $12,086+3.9%

3.40%Expense ratio$340 · $9 on $10k · lower wins0.09%

6.30%12-mo yield$630 · $363 on $10k3.63%

−13.8%Worst dropSmaller wins0.0%

9.5%VolatilityLower wins0.2%

2–4SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMPT · SGOV

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

Both

5Y2 funds

#			Trend
1	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AXMPT	VanEck CEF Muni Income ETFRead Desk		3.40%	6.30%	+0.9%	−2.9%	−2.2%	+9.7%	−1.9%	−13.8%	$208M

End-of-day Nov 4, 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%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AXMPT	VanEck CEF Muni Income ETFRead Desk		3.40%	6.30%	+0.9%	−2.9%	−2.2%	+9.7%	−1.9%	−13.8%	$208M

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

XMPT vs SGOV

XMPT

VanEck CEF Muni Income

$9,088

SGOV

iShares 0-3 Month Treasury Bond

$12,086

MeasureXMPTSGOV

Fee3.40%0.09%

Cost on $10k a year$340$9

Yield6.30%3.63%

5 years, per year−1.9%+3.9%

3 years, per year+9.7%+4.5%

Worst drop · 1Y−13.8%+0.0%

Volatility · 1Y9.5%0.2%

4–2measures won
SGOV first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

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

Overlap: XMPT, SGOV

Today

[…]holdings […]

XMPTSGOV

XMPT—[…]

SGOV[…]—

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

XMPT$630 − $340 = $290

KeptFee

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