DFGV vs IEF

ADFGV

BIEF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,390IEF

Lowest cost0.14%DFGV · $14 on $10k

Most income4.05%IEF · $405 on $10k

Smallest drop−6.8%IEF · worst fall in 1Y

Held in common[…]DFGV and IEF

DFGV

IEF

DFA Intermediate Government Fixed Income Portfolio · $6.1BiShares 7-10 Year Treasury Bond ETF · $44.7B

[…]3 years · per year[…] · $11,516+4.8%

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

0.14%Expense ratio$14 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $405 on $10k4.05%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins5.0%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFGV · IEF

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

Held in common[…]

End-of-day Nov 5, 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	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	+0.3%	−1.1%	−1.0%	+4.8%	−1.3%	−6.8%	$44.7B
2	ADFGV	DFA Intermediate Government Fixed Income PortfolioRead Desk		0.14%	0.00%	+0.3%	new	new	new	new	[…]	$6.1B

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

Both

5Y2 funds

#			Trend
1	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	+0.3%	−1.1%	−1.0%	+4.8%	−1.3%	−6.8%	$44.7B
2	ADFGV	DFA Intermediate Government Fixed Income PortfolioRead Desk		0.14%	0.00%	+0.3%	new	new	new	new	[…]	$6.1B

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

Cards for this view

DFGV vs IEF

DFGV

DFA Intermediate Government Fixed Income Portfolio

[…]

IEF

iShares 7-10 Year Treasury Bond

$9,390

MeasureDFGVIEF

Fee0.14%0.15%

Cost on $10k a year$14$15

Yield0.00%4.05%

5 years, per year[…]−1.3%

3 years, per year[…]+4.8%

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]5.0%

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFGV, IEF

Today

[…]holdings […]

DFGVIEF

DFGV—[…]

IEF[…]—

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

Income After Fees on $10,000

$390most kept, IEF

IEF$405 − $15 = $390

DFGV$0 − $14 = −$14

KeptFee

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