IBGK vs VTIP

AIBGK

BVTIP

Measures won1–3VTIP wins · of 6 · 5Y

$10,000 · 5Y$11,389VTIP

Lowest cost0.03%VTIP · $3 on $10k

Most income4.92%IBGK · $492 on $10k

Smallest drop−2.6%VTIP · worst fall in 1Y

Held in common[…]IBGK and VTIP

IBGK

VTIP

iShares iBonds Dec 2054 Term Treasury ETF · $5MVanguard Short-Term Inflation-Protected Securities ETF · $20.9B

[…]3 years · per year[…] · $11,397+4.5%

[…]5 years · per year[…] · $11,389+2.6%

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

4.92%12-mo yield$492 · $481 on $10k4.81%

−12.1%Worst dropSmaller wins−2.6%

9.3%VolatilityLower wins2.2%

1–3VTIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBGK · VTIP

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

Held in common[…]

End-of-day Nov 3, 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	BVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk		0.03%	4.81%	−0.1%	+0.6%	+0.9%	+4.5%	+2.6%	−2.6%	$20.9B
2	AIBGK	iShares iBonds Dec 2054 Term Treasury ETFRead Desk		0.07%	4.92%	−0.8%	−3.3%	−5.4%	new	new	−12.1%	$5M

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

Both

5Y2 funds

#			Trend
1	BVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk		0.03%	4.81%	−0.1%	+0.6%	+0.9%	+4.5%	+2.6%	−2.6%	$20.9B
2	AIBGK	iShares iBonds Dec 2054 Term Treasury ETFRead Desk		0.07%	4.92%	−0.8%	−3.3%	−5.4%	new	new	−12.1%	$5M

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

Cards for this view

IBGK vs VTIP

IBGK

iShares iBonds Dec 2054 Term Treasury

[…]

VTIP

Vanguard Short-Term Inflation-Protected Securities

$11,389

MeasureIBGKVTIP

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield4.92%4.81%

5 years, per year[…]+2.6%

3 years, per year[…]+4.5%

Worst drop · 1Y−12.1%−2.6%

Volatility · 1Y9.3%2.2%

3–1measures won
VTIP first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IBGK, VTIP

Today

[…]holdings […]

IBGKVTIP

IBGK—[…]

VTIP[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$485most kept, IBGK

IBGK$492 − $7 = $485

VTIP$481 − $3 = $478

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee