SGOV vs. USFR: Annual Income Calculator
Compare estimated annual and monthly income using your investment amount, Treasury ETF yields, and federal tax rate.
$10,000
24%
SGOV annual income
Before tax
$367.00
$30.58 monthly equivalent
$278.92 after federal tax
$23.24 monthly after tax
USFR annual income
Before tax
$377.00
$31.42 monthly equivalent
$286.52 after federal tax
$23.88 monthly after tax
USFR generates an estimated $10.00 more annual income before tax.
Illustrative estimates only. Enter comparable current yields. Assumes constant yields, a constant investment balance, and the same federal tax rate for both funds. Excludes state taxes, trading costs, and changes in share price. Actual distributions and tax treatment may differ. Monthly figures are annual estimates divided by 12, not forecasts of actual monthly distributions.