BLST vs BIV

ABLST

BBIV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,079BIV

Lowest cost0.03%BIV · $3 on $10k

Most income4.46%BIV · $446 on $10k

Smallest drop−2.3%BLST · worst fall in 1Y

Held in common[…]BLST and BIV

BLST

BIV

Bluemonte Short Term Bond ETF · $173MVanguard Intermediate-Term Bond ETF · $28.1B

[…]3 years · per year[…] · $11,734+5.5%

[…]5 years · per year[…] · $10,079+0.2%

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

3.95%12-mo yield$395 · $446 on $10k4.46%

−2.3%Worst dropSmaller wins−5.4%

2.4%VolatilityLower wins4.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBLST · BIV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BBIV	Vanguard Intermediate-Term Bond ETFRead Desk		0.03%	4.46%	−0.1%	−0.9%	0.0%	+5.5%	+0.2%	−5.4%	$28.1B
2	ABLST	Bluemonte Short Term Bond ETFRead Desk		0.28%	3.95%	−0.1%	+0.6%	+1.4%	new	new	−2.3%	$173M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBIV	Vanguard Intermediate-Term Bond ETFRead Desk		0.03%	4.46%	−0.1%	−0.9%	0.0%	+5.5%	+0.2%	−5.4%	$28.1B
2	ABLST	Bluemonte Short Term Bond ETFRead Desk		0.28%	3.95%	−0.1%	+0.6%	+1.4%	new	new	−2.3%	$173M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BLST vs BIV

BLST

Bluemonte Short Term Bond

[…]

BIV

Vanguard Intermediate-Term Bond

$10,079

MeasureBLSTBIV

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield3.95%4.46%

5 years, per year[…]+0.2%

3 years, per year[…]+5.5%

Worst drop · 1Y−2.3%−5.4%

Volatility · 1Y2.4%4.3%

2–2measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BLST, BIV

Today

[…]holdings […]

BLSTBIV

BLST—[…]

BIV[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$443most kept, BIV

BIV$446 − $3 = $443

BLST$395 − $28 = $367

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee