IBTL vs IEF

AIBTL

BIEF

Measures won5–1IBTL wins · of 6 · 5Y

$10,000 · 5Y$9,533IBTL · IEF $9,390

Lowest cost0.07%IBTL · $7 on $10k

Most income4.05%IEF · $405 on $10k

Smallest drop−4.3%IBTL · worst fall in 1Y

Held in common[…]IBTL and IEF

IBTL

IEF

iShares iBonds Dec 2031 Term Treasury ETF · $792MiShares 7-10 Year Treasury Bond ETF · $44.6B

+5.3%3 years · per year$11,673 · $11,516+4.8%

−1.0%5 years · per year$9,533 · $9,390−1.3%

0.07%Expense ratio$7 · $15 on $10k · lower wins0.15%

3.97%12-mo yield$397 · $405 on $10k4.05%

−4.3%Worst dropSmaller wins−6.8%

3.5%VolatilityLower wins5.0%

5–1IBTL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBTL · IEF

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

Held in common[…]

End-of-day Nov 5, 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	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk		0.07%	3.97%	+0.4%	−0.3%	+0.2%	+5.3%	−1.0%	−4.3%	$792M
2	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	+0.3%	−1.1%	−1.0%	+4.8%	−1.3%	−6.8%	$44.6B

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

Both

5Y2 funds

#			Trend
1	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk		0.07%	3.97%	+0.4%	−0.3%	+0.2%	+5.3%	−1.0%	−4.3%	$792M
2	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	+0.3%	−1.1%	−1.0%	+4.8%	−1.3%	−6.8%	$44.6B

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

Cards for this view

IBTL vs IEF

IBTL

iShares iBonds Dec 2031 Term Treasury

$9,533

IEF

iShares 7-10 Year Treasury Bond

$9,390

MeasureIBTLIEF

Fee0.07%0.15%

Cost on $10k a year$7$15

Yield3.97%4.05%

5 years, per year−1.0%−1.3%

3 years, per year+5.3%+4.8%

Worst drop · 1Y−4.3%−6.8%

Volatility · 1Y3.5%5.0%

5–0measures won
IBTL first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IBTL, IEF

Today

[…]holdings […]

IBTLIEF

IBTL—[…]

IEF[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$390most kept, IBTL

IBTL$397 − $7 = $390

IEF$405 − $15 = $390

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee