IEF vs LIBD

AIEF

BLIBD

Measures won4–0IEF wins · of 6 · 5Y

$10,000 · 5Y$9,390IEF

Lowest cost0.15%IEF · $15 on $10k

Most income4.05%IEF · $405 on $10k

Smallest drop−6.8%IEF · worst fall in 1Y

Held in common[…]IEF and LIBD

IEF

LIBD

iShares 7-10 Year Treasury Bond ETF · $44.6BStone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4M

+4.8%3 years · per year$11,516 · […][…]

−1.3%5 years · per year$9,390 · […][…]

0.15%Expense ratio$15 · $25 on $10k · lower wins0.25%

4.05%12-mo yield$405 · $389 on $10k3.89%

−6.8%Worst dropSmaller wins−11.0%

5.0%VolatilityLower wins8.3%

4–0IEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEF · LIBD

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%	4.05%	+0.3%	−1.1%	−1.0%	+4.8%	−1.3%	−6.8%	$44.6B
2	BLIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk		0.25%	3.89%	+0.2%	−2.8%	−5.0%	new	new	−11.0%	$4M

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%	4.05%	+0.3%	−1.1%	−1.0%	+4.8%	−1.3%	−6.8%	$44.6B
2	BLIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk		0.25%	3.89%	+0.2%	−2.8%	−5.0%	new	new	−11.0%	$4M

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 LIBD

IEF

iShares 7-10 Year Treasury Bond

$9,390

LIBD

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income

[…]

MeasureIEFLIBD

Fee0.15%0.25%

Cost on $10k a year$15$25

Yield4.05%3.89%

5 years, per year−1.3%[…]

3 years, per year+4.8%[…]

Worst drop · 1Y−6.8%−11.0%

Volatility · 1Y5.0%8.3%

4–0measures won
IEF 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: IEF, LIBD

Today

[…]holdings […]

IEFLIBD

IEF—[…]

LIBD[…]—

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

Income After Fees on $10,000

$390most kept, IEF

IEF$405 − $15 = $390

LIBD$389 − $25 = $364

KeptFee

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