FTSD vs IEF

AFTSD

BIEF

Measures won5–1FTSD wins · of 6 · 5Y

$10,000 · 5Y$11,474FTSD · IEF $9,375

Lowest cost0.15%IEF · $15 on $10k

Most income4.34%FTSD · $434 on $10k

Smallest drop−1.2%FTSD · worst fall in 1Y

Held in common[…]FTSD and IEF

FTSD

IEF

Franklin Short Duration U.S. Government ETF · $371MiShares 7-10 Year Treasury Bond ETF · $44.6B

+4.9%3 years · per year$11,539 · $11,372+4.4%

+2.8%5 years · per year$11,474 · $9,375−1.3%

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

4.34%12-mo yield$434 · $405 on $10k4.05%

−1.2%Worst dropSmaller wins−6.8%

1.5%VolatilityLower wins5.0%

5–1FTSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTSD · IEF

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	AFTSD	Franklin Short Duration U.S. Government ETFRead Desk		0.25%	4.34%	+0.1%	+1.9%	+2.9%	+4.9%	+2.8%	−1.2%	$371M
2	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B

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	AFTSD	Franklin Short Duration U.S. Government ETFRead Desk		0.25%	4.34%	+0.1%	+1.9%	+2.9%	+4.9%	+2.8%	−1.2%	$371M
2	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B

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

FTSD vs IEF

FTSD

Franklin Short Duration U.S. Government

$11,474

IEF

iShares 7-10 Year Treasury Bond

$9,375

MeasureFTSDIEF

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield4.34%4.05%

5 years, per year+2.8%−1.3%

3 years, per year+4.9%+4.4%

Worst drop · 1Y−1.2%−6.8%

Volatility · 1Y1.5%5.0%

5–1measures won
FTSD first

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: FTSD, IEF

Today

[…]holdings […]

FTSDIEF

FTSD—[…]

IEF[…]—

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

Income After Fees on $10,000

$409most kept, FTSD

FTSD$434 − $25 = $409

IEF$405 − $15 = $390

KeptFee

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