IBTP vs IEF

AIBTP

BIEF

Measures won4–0IBTP wins · of 6 · 5Y

$10,000 · 5Y$9,334IEF

Lowest cost0.07%IBTP · $7 on $10k

Most income4.13%IBTP · $413 on $10k

Smallest drop−6.5%IBTP · worst fall in 1Y

Held in common[…]IBTP and IEF

IBTP

IEF

iShares iBonds Dec 2034 Term Treasury ETF · $376MiShares 7-10 Year Treasury Bond ETF · $44.6B

[…]3 years · per year[…] · $11,453+4.6%

[…]5 years · per year[…] · $9,334−1.4%

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

4.13%12-mo yield$413 · $406 on $10k4.06%

−6.5%Worst dropSmaller wins−6.8%

4.9%VolatilityLower wins5.0%

4–0IBTP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBTP · IEF

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	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.06%	+0.5%	−1.5%	−1.2%	+4.6%	−1.4%	−6.8%	$44.6B
2	AIBTP	iShares iBonds Dec 2034 Term Treasury ETFRead Desk		0.07%	4.13%	+0.5%	−1.3%	−1.0%	new	new	−6.5%	$376M

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	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.06%	+0.5%	−1.5%	−1.2%	+4.6%	−1.4%	−6.8%	$44.6B
2	AIBTP	iShares iBonds Dec 2034 Term Treasury ETFRead Desk		0.07%	4.13%	+0.5%	−1.3%	−1.0%	new	new	−6.5%	$376M

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

IBTP vs IEF

IBTP

iShares iBonds Dec 2034 Term Treasury

[…]

IEF

iShares 7-10 Year Treasury Bond

$9,334

MeasureIBTPIEF

Fee0.07%0.15%

Cost on $10k a year$7$15

Yield4.13%4.06%

5 years, per year[…]−1.4%

3 years, per year[…]+4.6%

Worst drop · 1Y−6.5%−6.8%

Volatility · 1Y4.9%5.0%

3–0measures won
IBTP 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: IBTP, IEF

Today

[…]holdings […]

IBTPIEF

IBTP—[…]

IEF[…]—

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

Income After Fees on $10,000

$406most kept, IBTP

IBTP$413 − $7 = $406

IEF$406 − $15 = $391

KeptFee

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