Compare UTRE and IBIC

UTRE and IBIC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Oct 2026 Term TIPS ETFBonds & Cash · Treasuries0.10%4.03%+3.5%+3.9%+5.3%[…]−0.3%0.9%$74M1.0

US Treasury 3 Year Note ETFBonds & Cash · Treasuries0.15%3.76%+0.7%+1.3%+4.1%[…]−2.1%2.1%$14M2.0

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: UTRE 2023 · IBIC 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

US Treasury 3 Year Note ETF · $14M[…]

UTRE

IBIC

iShares iBonds Oct 2026 Term TIPS ETF · $74M[…]

$10,000 five years ago, dividends reinvested

UTREMeasureIBIC

+0.7%Year to dateJan 1 → Nov 5+3.5%

+1.3%1 yearTotal return+3.9%

+4.1%3 years · per year$10,000 became $11,289 · $11,673+5.3%

[…]5 years · per year[…]

0.15%Expense ratio$15 · $10 a year on $10k · lower is better0.10%

3.76%Trailing 12-mo yield$376 · $403 a year on $10k4.03%

−2.1%Worst dropSmaller is better−0.3%

2.1%VolatilityLower is calmer0.9%

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

0–7IBIC wins

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

More Ways to See the Pairs

UTRE vs IBIC: Top 5 Holdings

Today

UTRE

[…]in top 5

IBIC

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

UTRE vs IBIC Returns, Every Period

1Y

F/mUTRE

+1.3%

past year

IBICiShares

+3.9%

past year

UTREIBICFaded: behind in that period

0–3IBIC wins

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

UTRE vs IBIC

YTD

F/mUTRE

+0.7%

IBICiShares

+3.5%

+0.7%Year to date+3.5%

−2.1%Worst drop · 1Y−0.3%

2.1%Volatility · 1Y0.9%

3.8%Yield4.0%

$13.8MAssets$74.4M

4–0IBIC wins

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

Cost, Income and Risk

Fees: UTRE, IBIC

Today

0.10%lowest, IBIC

FundExpense ratioFee$10k

IBIC0.10%$10

UTRE0.15%$15

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

Yields: UTRE, IBIC

1Y

4.03%highest, IBIC

FundTrailing yieldYield$10k

IBIC4.03%$403

UTRE3.76%$376

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

Income After Fees on $10,000

1Y

$393most kept, IBIC

IBIC$403 − $10 = $393

UTRE$376 − $15 = $361

KeptFee

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

Overlap: UTRE, IBIC

Today

[…]holdings […]

UTREIBIC

UTRE—[…]

IBIC[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+3.9%IBIC, at 0.9% volatility

IBICWorst drop−0.3%0.9% vol

UTREWorst drop−2.1%2.1% vol

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

Paid More vs Made More

YTD

IBICUTRE

+3.5%Year to date+0.7%

4.0%Yield3.8%

+3.9%Past year+1.3%

0.10%Fee0.15%

4–0IBIC 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