IEF vs DFIP

AIEF

BDFIP

Measures won0–5DFIP wins · of 6 · 5Y

$10,000 · 5Y$9,390IEF

Lowest cost0.11%DFIP · $11 on $10k

Most income5.32%DFIP · $532 on $10k

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

Held in common[…]IEF and DFIP

IEF

DFIP

iShares 7-10 Year Treasury Bond ETF · $44.6BDimensional - Inflation-Protected Securities ETF · $1.1B

+4.6%3 years · per year$11,453 · $11,505+4.8%

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

0.15%Expense ratio$15 · $11 on $10k · lower wins0.11%

4.06%12-mo yield$406 · $532 on $10k5.32%

−6.8%Worst dropSmaller wins−4.3%

5.0%VolatilityLower wins3.7%

0–5DFIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEF · DFIP

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	AIEF	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	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk		0.11%	5.32%	−0.1%	−0.2%	−0.5%	+4.8%	new	−4.3%	$1.1B

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	AIEF	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	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk		0.11%	5.32%	−0.1%	−0.2%	−0.5%	+4.8%	new	−4.3%	$1.1B

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

IEF vs DFIP

IEF

iShares 7-10 Year Treasury Bond

$9,334

DFIP

Dimensional - Inflation-Protected Securities

[…]

MeasureIEFDFIP

Fee0.15%0.11%

Cost on $10k a year$15$11

Yield4.06%5.32%

5 years, per year−1.4%[…]

3 years, per year+4.6%+4.8%

Worst drop · 1Y−6.8%−4.3%

Volatility · 1Y5.0%3.7%

5–0measures won
DFIP first

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: IEF, DFIP

Today

[…]holdings […]

IEFDFIP

IEF—[…]

DFIP[…]—

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

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

IEF$406 − $15 = $391

KeptFee

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