Compare UTRE and IBID

UTRE and IBID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Oct 2027 Term TIPS ETFBonds & Cash · Treasuries0.10%4.31%+3.5%+3.8%+5.6%[…]−0.6%1.1%$157M1.0

US Treasury 3 Year Note ETFBonds & Cash · Treasuries0.15%3.77%+0.4%+1.1%+4.0%[…]−2.1%2.1%$10M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: UTRE 2023 · IBID 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

US Treasury 3 Year Note ETF · $10M[…]

UTRE

IBID

iShares iBonds Oct 2027 Term TIPS ETF · $157M[…]

$10,000 five years ago, dividends reinvested

UTREMeasureIBID

+0.4%Year to dateJan 1 → Nov 4+3.5%

+1.1%1 yearTotal return+3.8%

+4.0%3 years · per year$10,000 became $11,248 · $11,760+5.6%

[…]5 years · per year[…]

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

3.77%Trailing 12-mo yield$377 · $431 a year on $10k4.31%

−2.1%Worst dropSmaller is better−0.6%

2.1%VolatilityLower is calmer1.1%

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

0–7IBID wins

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

More Ways to See the Pairs

UTRE vs IBID: Top 5 Holdings

Today

UTRE

[…]in top 5

IBID

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

UTRE vs IBID Returns, Every Period

1Y

F/mUTRE

+1.1%

past year

IBIDiShares

+3.8%

past year

UTREIBIDFaded: behind in that period

0–3IBID wins

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

UTRE vs IBID

YTD

F/mUTRE

+0.4%

IBIDiShares

+3.5%

+0.4%Year to date+3.5%

−2.1%Worst drop · 1Y−0.6%

2.1%Volatility · 1Y1.1%

3.8%Yield4.3%

$9.7MAssets$157M

4–0IBID wins

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

Cost, Income and Risk

Fees: UTRE, IBID

Today

0.10%lowest, IBID

FundExpense ratioFee$10k

IBID0.10%$10

UTRE0.15%$15

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

Yields: UTRE, IBID

1Y

4.31%highest, IBID

FundTrailing yieldYield$10k

IBID4.31%$431

UTRE3.77%$377

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

Income After Fees on $10,000

1Y

$421most kept, IBID

IBID$431 − $10 = $421

UTRE$377 − $15 = $362

KeptFee

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

Overlap: UTRE, IBID

Today

[…]holdings […]

UTREIBID

UTRE—[…]

IBID[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+3.8%IBID, at 1.1% volatility

IBIDWorst drop−0.6%1.1% vol

UTREWorst drop−2.1%2.1% vol

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

Paid More vs Made More

YTD

IBIDUTRE

+3.5%Year to date+0.4%

4.3%Yield3.8%

+3.8%Past year+1.1%

0.10%Fee0.15%

4–0IBID 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