IEF vs SHY

AIEF

BSHY

Measures won2–3SHY wins · of 6 · 5Y

$10,000 · 5Y$11,063SHY · IEF $9,390

Lowest cost0.15%IEF · $15 on $10k

Most income4.05%IEF · $405 on $10k

Smallest drop−0.9%SHY · worst fall in 1Y

Held in common[…]IEF and SHY

IEF

SHY

iShares 7-10 Year Treasury Bond ETF · $44.6BiShares 1-3 Year Treasury Bond ETF · $27.5B

+4.8%3 years · per year$11,516 · $11,318+4.2%

−1.3%5 years · per year$9,390 · $11,063+2.0%

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

4.05%12-mo yield$405 · $360 on $10k3.60%

−6.8%Worst dropSmaller wins−0.9%

5.0%VolatilityLower wins1.4%

2–3SHY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEF · SHY

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	BSHY	iShares 1-3 Year Treasury Bond ETFRead Desk		0.15%	3.60%	+0.2%	+1.6%	+2.3%	+4.2%	+2.0%	−0.9%	$27.5B
2	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

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	BSHY	iShares 1-3 Year Treasury Bond ETFRead Desk		0.15%	3.60%	+0.2%	+1.6%	+2.3%	+4.2%	+2.0%	−0.9%	$27.5B
2	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

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 SHY

IEF

iShares 7-10 Year Treasury Bond

$9,390

SHY

iShares 1-3 Year Treasury Bond

$11,063

MeasureIEFSHY

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield4.05%3.60%

5 years, per year−1.3%+2.0%

3 years, per year+4.8%+4.2%

Worst drop · 1Y−6.8%−0.9%

Volatility · 1Y5.0%1.4%

3–2measures won
SHY 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, SHY

Today

[…]holdings […]

IEFSHY

IEF—[…]

SHY[…]—

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

SHY$360 − $15 = $345

KeptFee

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