Compare · 2 funds side by side · dividends reinvested

IBTJ and IEF

IBTJiShares×IEFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,080IBTJ · best of the two

02 / 04

IBTJ and IEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2029 Term Treasury ETFBonds & Cash · Treasuries0.07%3.79%+0.8%+1.5%+5.1%+0.2%−2.0%2.2%$1.6B1.1

iShares 7-10 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.05%−1.1%−1.0%+4.8%−1.3%−6.8%5.0%$44.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IBTJ 2020 · IEF 2002

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2029 Term Treasury ETF · $1.6B$10,080

IBTJ

IEF

iShares 7-10 Year Treasury Bond ETF · $44.6B$9,390

$10,000 five years ago, dividends reinvested

IBTJMeasureIEF

+0.8%Year to dateJan 1 → Nov 5−1.1%

+1.5%1 yearTotal return−1.0%

+5.1%3 years · per year$10,000 became $11,621 · $11,516+4.8%

+0.2%5 years · per year$10,000 became $10,080 · $9,390−1.3%

0.07%Expense ratio$7 · $15 a year on $10k · lower is better0.15%

3.79%Trailing 12-mo yield$379 · $405 a year on $10k4.05%

−2.0%Worst dropSmaller is better−6.8%

2.2%VolatilityLower is calmer5.0%

IBTJIEF Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1IBTJ wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBTJ vs IEF: Top 5 Holdings

Today

IBTJ

[…]in top 5

IEF

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IBTJ vs IEF Returns, Every Period

iSharesIBTJ

+0.2%

5 years, per year

IEFiShares

−1.3%

5 years, per year

IBTJIEFFaded: behind in that period

4–0IBTJ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IBTJ vs IEF

YTD

iSharesIBTJ

+0.8%

IEFiShares

−1.1%

+0.8%Year to date−1.1%

−2.0%Worst drop · 1Y−6.8%

2.2%Volatility · 1Y5.0%

3.8%Yield4.0%

$1.6BAssets$44.6B

3–1IBTJ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBTJ, IEF

Today

0.07%lowest, IBTJ

FundExpense ratioFee$10k

IBTJ0.07%$7

IEF0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IBTJ, IEF

4.05%highest, IEF

FundTrailing yieldYield$10k

IEF4.05%$405

IBTJ3.79%$379

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$390most kept, IEF

IEF$405 − $15 = $390

IBTJ$379 − $7 = $372

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IBTJ, IEF

Today

[…]holdings […]

IBTJIEF

IBTJ—[…]

IEF[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.5%IBTJ, at 2.2% volatility

IBTJWorst drop−2.0%2.2% vol

IEFWorst drop−6.8%5.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IEFIBTJ

−1.1%Year to date+0.8%

4.0%Yield3.8%

−1.0%Past year+1.5%

0.15%Fee0.07%

3–1IBTJ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026