IBTM vs GOVT

AIBTM

BGOVT

Measures won2–3GOVT wins · of 6 · 5Y

$10,000 · 5Y$9,730GOVT

Lowest cost0.05%GOVT · $5 on $10k

Most income4.00%IBTM · $400 on $10k

Smallest drop−4.4%GOVT · worst fall in 1Y

Held in common[…]IBTM and GOVT

IBTM

GOVT

iShares iBonds Dec 2032 Term Treasury ETF · $637MiShares U.S. Treasury Bond ETF · $43.3B

+4.8%3 years · per year$11,515 · $11,319+4.2%

[…]5 years · per year[…] · $9,730−0.5%

0.07%Expense ratio$7 · $5 on $10k · lower wins0.05%

4.00%12-mo yield$400 · $377 on $10k3.77%

−5.1%Worst dropSmaller wins−4.4%

4.0%VolatilityLower wins3.7%

2–3GOVT wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBTM · GOVT

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
1	BGOVT	iShares U.S. Treasury Bond ETFRead Desk		0.05%	3.77%	−0.1%	−0.1%	+0.5%	+4.2%	−0.5%	−4.4%	$43.3B
2	AIBTM	iShares iBonds Dec 2032 Term Treasury ETFRead Desk		0.07%	4.00%	−0.1%	−0.7%	0.0%	+4.8%	new	−5.1%	$637M

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
1	BGOVT	iShares U.S. Treasury Bond ETFRead Desk		0.05%	3.77%	−0.1%	−0.1%	+0.5%	+4.2%	−0.5%	−4.4%	$43.3B
2	AIBTM	iShares iBonds Dec 2032 Term Treasury ETFRead Desk		0.07%	4.00%	−0.1%	−0.7%	0.0%	+4.8%	new	−5.1%	$637M

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

IBTM vs GOVT

IBTM

iShares iBonds Dec 2032 Term Treasury

[…]

GOVT

iShares U.S. Treasury Bond

$9,730

MeasureIBTMGOVT

Fee0.07%0.05%

Cost on $10k a year$7$5

Yield4.00%3.77%

5 years, per year[…]−0.5%

3 years, per year+4.8%+4.2%

Worst drop · 1Y−5.1%−4.4%

Volatility · 1Y4.0%3.7%

3–2measures won
GOVT 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IBTM, GOVT

Today

[…]holdings […]

IBTMGOVT

IBTM—[…]

GOVT[…]—

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

Income After Fees on $10,000

$393most kept, IBTM

IBTM$400 − $7 = $393

GOVT$377 − $5 = $372

KeptFee

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