IBID vs DFGV

AIBID

BDFGV

Measures won2–0IBID wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.10%IBID · $10 on $10k

Most income4.31%IBID · $431 on $10k

Smallest drop−0.6%IBID · worst fall in 1Y

Held in common[…]IBID and DFGV

IBID

DFGV

iShares iBonds Oct 2027 Term TIPS ETF · $159MDFA Intermediate Government Fixed Income Portfolio · $6.1B

+5.5%3 years · per year$11,732 · […][…]

[…]5 years · per year[…]

0.10%Expense ratio$10 · $14 on $10k · lower wins0.14%

4.31%12-mo yield$431 · $0 on $10k0.00%

−0.6%Worst dropSmaller wins[…]

1.1%VolatilityLower wins[…]

2–0IBID wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsIBID · DFGV

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							5Y/yr
1	AIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	+0.1%	+3.5%	+3.9%	+5.5%	new	−0.6%	$159M
2	BDFGV	DFA Intermediate Government Fixed Income PortfolioRead Desk		0.14%	0.00%	−0.1%	new	new	new	new	[…]	$6.1B

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							5Y/yr
1	AIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	+0.1%	+3.5%	+3.9%	+5.5%	new	−0.6%	$159M
2	BDFGV	DFA Intermediate Government Fixed Income PortfolioRead Desk		0.14%	0.00%	−0.1%	new	new	new	new	[…]	$6.1B

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

IBID vs DFGV

IBID

iShares iBonds Oct 2027 Term TIPS

[…]

DFGV

DFA Intermediate Government Fixed Income Portfolio

[…]

MeasureIBIDDFGV

Fee0.10%0.14%

Cost on $10k a year$10$14

Yield4.31%0.00%

5 years, per year[…][…]

3 years, per year+5.5%[…]

Worst drop · 1Y−0.6%[…]

Volatility · 1Y1.1%[…]

2–0measures won
IBID 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: IBID, DFGV

Today

[…]holdings […]

IBIDDFGV

IBID—[…]

DFGV[…]—

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

Income After Fees on $10,000

$421most kept, IBID

IBID$431 − $10 = $421

DFGV$0 − $14 = −$14

KeptFee

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