IBTI vs IBID

AIBTI

BIBID

Measures won1–4IBID wins · of 6 · 5Y

$10,000 · 5Y$10,233IBTI

Lowest cost0.07%IBTI · $7 on $10k

Most income4.31%IBID · $431 on $10k

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

Held in common[…]IBTI and IBID

IBTI

IBID

iShares iBonds Dec 2028 Term Treasury ETF · $2.3BiShares iBonds Oct 2027 Term TIPS ETF · $159M

+5.0%3 years · per year$11,563 · $11,760+5.6%

+0.5%5 years · per year$10,233 · […][…]

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

3.76%12-mo yield$376 · $431 on $10k4.31%

−1.1%Worst dropSmaller wins−0.6%

1.5%VolatilityLower wins1.1%

1–4IBID wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBTI · IBID

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	AIBTI	iShares iBonds Dec 2028 Term Treasury ETFRead Desk		0.07%	3.76%	+0.1%	+1.3%	+2.1%	+5.0%	+0.5%	−1.1%	$2.3B
2	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$159M

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	AIBTI	iShares iBonds Dec 2028 Term Treasury ETFRead Desk		0.07%	3.76%	+0.1%	+1.3%	+2.1%	+5.0%	+0.5%	−1.1%	$2.3B
2	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$159M

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

IBTI vs IBID

IBTI

iShares iBonds Dec 2028 Term Treasury

$10,233

IBID

iShares iBonds Oct 2027 Term TIPS

[…]

MeasureIBTIIBID

Fee0.07%0.10%

Cost on $10k a year$7$10

Yield3.76%4.31%

5 years, per year+0.5%[…]

3 years, per year+5.0%+5.6%

Worst drop · 1Y−1.1%−0.6%

Volatility · 1Y1.5%1.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IBTI, IBID

Today

[…]holdings […]

IBTIIBID

IBTI—[…]

IBID[…]—

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

Income After Fees on $10,000

$421most kept, IBID

IBID$431 − $10 = $421

IBTI$376 − $7 = $369

KeptFee

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