Compare · 2 funds side by side · dividends reinvested

SCHR and IEF

SCHRSchwab×IEFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,067SCHR · best of the two

02 / 04

SCHR and IEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Intermediate-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.03%−0.7%−0.1%+4.5%+0.1%−4.5%3.6%$13.6B1.3

iShares 7-10 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.06%−1.5%−1.2%+4.6%−1.4%−6.8%5.0%$44.0B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCHR 2010 · IEF 2002

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Intermediate-Term U.S. Treasury ETF · $13.6B$10,067

SCHR

IEF

iShares 7-10 Year Treasury Bond ETF · $44.0B$9,334

$10,000 five years ago, dividends reinvested

SCHRMeasureIEF

−0.7%Year to dateJan 1 → Nov 4−1.5%

−0.1%1 yearTotal return−1.2%

+4.5%3 years · per year$10,000 became $11,422 · $11,453+4.6%

+0.1%5 years · per year$10,000 became $10,067 · $9,334−1.4%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

4.03%Trailing 12-mo yield$403 · $406 a year on $10k4.06%

−4.5%Worst dropSmaller is better−6.8%

3.6%VolatilityLower is calmer5.0%

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

6–2SCHR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHR vs IEF: Top 5 Holdings

Today

SCHR

0.4%in top 5

IEF

in top 5[…]

SCHRStockIEF

0.4%GVMXXnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SCHR vs IEF Returns, Every Period

SchwabSCHR

+0.1%

5 years, per year

IEFiShares

−1.4%

5 years, per year

SCHRIEFFaded: behind in that period

3–1SCHR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHR vs IEF

YTD

SchwabSCHR

−0.7%

IEFiShares

−1.5%

−0.7%Year to date−1.5%

−4.5%Worst drop · 1Y−6.8%

3.6%Volatility · 1Y5.0%

4.0%Yield4.1%

$13.6BAssets$44.0B

3–1SCHR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHR, IEF

Today

0.03%lowest, SCHR

FundExpense ratioFee$10k

SCHR0.03%$3

IEF0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHR, IEF

4.06%highest, IEF

FundTrailing yieldYield$10k

IEF4.06%$406

SCHR4.03%$403

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$400most kept, SCHR

SCHR$403 − $3 = $400

IEF$406 − $15 = $391

KeptFee

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

Overlap: SCHR, IEF

Today

[…]holdings […]

SCHRIEF

SCHR—[…]

IEF[…]—

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

Return vs Bumpiness: 2 ETFs

−0.1%SCHR, at 3.6% volatility

SCHRWorst drop−4.5%3.6% vol

IEFWorst drop−6.8%5.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IEFSCHR

−1.5%Year to date−0.7%

4.1%Yield4.0%

−1.2%Past year−0.1%

0.15%Fee0.03%

3–1SCHR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026