Correlation
The correlation between XBIL and SGOV is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
XBIL vs. SGOV
Compare and contrast key facts about US Treasury 6 Month Bill ETF (XBIL) and iShares 0-3 Month Treasury Bond ETF (SGOV).
XBIL and SGOV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XBIL is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA US 6-Month Treasury Bill Index - Benchmark TR Gross. It was launched on Mar 6, 2023. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020. Both XBIL and SGOV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XBIL or SGOV.
Performance
XBIL vs. SGOV - Performance Comparison
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Key characteristics
XBIL:
12.97
SGOV:
21.63
XBIL:
45.13
SGOV:
474.39
XBIL:
10.20
SGOV:
475.39
XBIL:
69.24
SGOV:
485.71
XBIL:
582.44
SGOV:
7,710.35
XBIL:
0.01%
SGOV:
0.00%
XBIL:
0.38%
SGOV:
0.22%
XBIL:
-0.08%
SGOV:
-0.03%
XBIL:
0.00%
SGOV:
0.00%
Returns By Period
In the year-to-date period, XBIL achieves a 1.64% return, which is significantly lower than SGOV's 1.75% return.
XBIL
1.64%
0.28%
2.09%
4.79%
N/A
N/A
N/A
SGOV
1.75%
0.31%
2.15%
4.78%
4.55%
2.74%
N/A
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XBIL vs. SGOV - Expense Ratio Comparison
XBIL has a 0.15% expense ratio, which is higher than SGOV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XBIL vs. SGOV — Risk-Adjusted Performance Rank
XBIL
SGOV
XBIL vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 6 Month Bill ETF (XBIL) and iShares 0-3 Month Treasury Bond ETF (SGOV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
XBIL vs. SGOV - Dividend Comparison
XBIL's dividend yield for the trailing twelve months is around 4.56%, less than SGOV's 4.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
XBIL US Treasury 6 Month Bill ETF | 4.56% | 4.89% | 4.30% | 0.00% | 0.00% | 0.00% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.69% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% |
Drawdowns
XBIL vs. SGOV - Drawdown Comparison
The maximum XBIL drawdown since its inception was -0.08%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for XBIL and SGOV.
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Volatility
XBIL vs. SGOV - Volatility Comparison
US Treasury 6 Month Bill ETF (XBIL) has a higher volatility of 0.08% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that XBIL's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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