ZTAX vs SGOV

AZTAX

BSGOV

Measures won1–4SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income4.80%ZTAX · $480 on $10k

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

Held in common[…]ZTAX and SGOV

ZTAX

SGOV

X-Square Municipal Income ETF · $5MiShares 0-3 Month Treasury Bond ETF · $117B

+3.5%3 years · per year$11,092 · $11,419+4.5%

[…]5 years · per year[…] · $12,090+3.9%

0.92%Expense ratio$92 · $9 on $10k · lower wins0.09%

4.80%12-mo yield$480 · $363 on $10k3.63%

−23.8%Worst dropSmaller wins0.0%

35.5%VolatilityLower wins0.2%

1–4SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsZTAX · SGOV

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

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%	$116.9B
2	AZTAX	X-Square Municipal Income ETFRead Desk		0.92%	4.80%	−0.2%	−1.3%	−5.0%	+3.5%	new	−23.8%	$5M

End-of-day Nov 6, 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%	$116.9B
2	AZTAX	X-Square Municipal Income ETFRead Desk		0.92%	4.80%	−0.2%	−1.3%	−5.0%	+3.5%	new	−23.8%	$5M

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

ZTAX vs SGOV

ZTAX

X-Square Municipal Income

[…]

SGOV

iShares 0-3 Month Treasury Bond

$12,090

MeasureZTAXSGOV

Fee0.92%0.09%

Cost on $10k a year$92$9

Yield4.80%3.63%

5 years, per year[…]+3.9%

3 years, per year+3.5%+4.5%

Worst drop · 1Y−23.8%+0.0%

Volatility · 1Y35.5%0.2%

4–1measures won
SGOV 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$48.4B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ZTAX, SGOV

Today

[…]holdings […]

ZTAXSGOV

ZTAX—[…]

SGOV[…]—

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

Income After Fees on $10,000

$388most kept, ZTAX

ZTAX$480 − $92 = $388

SGOV$363 − $9 = $354

KeptFee

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