Compare · 2 funds side by side · dividends reinvested

XTWY and IEF

XTWYBondBloxx×IEFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,390IEF · best of the two

02 / 04

XTWY and IEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 7-10 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.05%−1.1%−1.0%+4.8%−1.3%−6.8%5.0%$44.6B1.3

BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETFBonds & Cash · Treasuries0.13%5.00%−3.0%−6.2%+3.3%[…]−15.0%11.8%$245M1.7

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: XTWY 2022 · IEF 2002

Head to Head

Swap sides Versus in desk

Head to Head

BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF · $245M[…]

XTWY

IEF

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

$10,000 five years ago, dividends reinvested

XTWYMeasureIEF

−3.0%Year to dateJan 1 → Nov 5−1.1%

−6.2%1 yearTotal return−1.0%

+3.3%3 years · per year$10,000 became $11,027 · $11,516+4.8%

[…]5 years · per year$10,000 became […] · $9,390−1.3%

0.13%Expense ratio$13 · $15 a year on $10k · lower is better0.15%

5.00%Trailing 12-mo yield$500 · $405 a year on $10k4.05%

−15.0%Worst dropSmaller is better−6.8%

11.8%VolatilityLower is calmer5.0%

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

2–5IEF wins

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

More Ways to See the Pairs

XTWY vs IEF: Top 5 Holdings

Today

XTWY

0.5%in top 5

IEF

in top 5[…]

XTWYStockIEF

0.5%USDnot top 5

Held in common[…]

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

XTWY vs IEF Returns, Every Period

BondBloxxXTWY

−6.2%

past year

IEFiShares

−1.0%

past year

XTWYIEFFaded: behind in that period

0–3IEF wins

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

XTWY vs IEF

YTD

BondBloxxXTWY

−3.0%

IEFiShares

−1.1%

−3.0%Year to date−1.1%

−15.0%Worst drop · 1Y−6.8%

11.8%Volatility · 1Y5.0%

5.0%Yield4.0%

$245MAssets$44.6B

3–1IEF wins

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

Cost, Income and Risk

Fees: XTWY, IEF

Today

0.13%lowest, XTWY

FundExpense ratioFee$10k

XTWY0.13%$13

IEF0.15%$15

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

Yields: XTWY, IEF

5.00%highest, XTWY

FundTrailing yieldYield$10k

XTWY5.00%$500

IEF4.05%$405

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

Income After Fees on $10,000

$487most kept, XTWY

XTWY$500 − $13 = $487

IEF$405 − $15 = $390

KeptFee

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

Overlap: XTWY, IEF

Today

[…]holdings […]

XTWYIEF

XTWY—[…]

IEF[…]—

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

Return vs Bumpiness: 2 ETFs

−1.0%IEF, at 5.0% volatility

IEFWorst drop−6.8%5.0% vol

XTWYWorst drop−15.0%11.8% vol

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

Paid More vs Made More

YTD

XTWYIEF

−3.0%Year to date−1.1%

5.0%Yield4.0%

−6.2%Past year−1.0%

0.13%Fee0.15%

2–2level

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