IBID vs TIPZ

AIBID

BTIPZ

Measures won4–1IBID wins · of 6 · 5Y

$10,000 · 5Y$9,801TIPZ

Lowest cost0.10%IBID · $10 on $10k

Most income6.16%TIPZ · $616 on $10k

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

Held in common[…]IBID and TIPZ

IBID

TIPZ

iShares iBonds Oct 2027 Term TIPS ETF · $157MPIMCO Broad U.S. TIPS Index Exchange-Traded Fund · $90M

+5.6%3 years · per year$11,760 · $11,397+4.5%

[…]5 years · per year[…] · $9,801−0.4%

0.10%Expense ratio$10 · $20 on $10k · lower wins0.20%

4.31%12-mo yield$431 · $616 on $10k6.16%

−0.6%Worst dropSmaller wins−4.1%

1.1%VolatilityLower wins4.0%

4–1IBID wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBID · TIPZ

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

Held in common[…]

End-of-day Nov 4, 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	BTIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk		0.20%	6.16%	0.0%	+0.9%	−0.5%	+4.5%	−0.4%	−4.1%	$90M
2	AIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$157M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BTIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk		0.20%	6.16%	0.0%	+0.9%	−0.5%	+4.5%	−0.4%	−4.1%	$90M
2	AIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$157M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBID vs TIPZ

IBID

iShares iBonds Oct 2027 Term TIPS

[…]

TIPZ

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund

$9,801

MeasureIBIDTIPZ

Fee0.10%0.20%

Cost on $10k a year$10$20

Yield4.31%6.16%

5 years, per year[…]−0.4%

3 years, per year+5.6%+4.5%

Worst drop · 1Y−0.6%−4.1%

Volatility · 1Y1.1%4.0%

4–1measures won
IBID first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IBID, TIPZ

Today

[…]holdings […]

IBIDTIPZ

IBID—[…]

TIPZ[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$596most kept, TIPZ

TIPZ$616 − $20 = $596

IBID$431 − $10 = $421

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee