LIBD vs IEF

ALIBD

BIEF

Measures won0–4IEF wins · of 6 · 5Y

$10,000 · 5Y$9,334IEF

Lowest cost0.15%IEF · $15 on $10k

Most income4.06%IEF · $406 on $10k

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

Held in common[…]LIBD and IEF

LIBD

IEF

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4MiShares 7-10 Year Treasury Bond ETF · $44.6B

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

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

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

3.91%12-mo yield$391 · $406 on $10k4.06%

−11.0%Worst dropSmaller wins−6.8%

8.3%VolatilityLower wins5.0%

0–4IEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLIBD · 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	ALIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk		0.25%	3.91%	0.0%	−3.3%	−5.3%	new	new	−11.0%	$4M

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	ALIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk		0.25%	3.91%	0.0%	−3.3%	−5.3%	new	new	−11.0%	$4M

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

LIBD vs IEF

LIBD

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income

[…]

IEF

iShares 7-10 Year Treasury Bond

$9,334

MeasureLIBDIEF

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield3.91%4.06%

5 years, per year[…]−1.4%

3 years, per year[…]+4.6%

Worst drop · 1Y−11.0%−6.8%

Volatility · 1Y8.3%5.0%

4–0measures won
IEF 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: LIBD, IEF

Today

[…]holdings […]

LIBDIEF

LIBD—[…]

IEF[…]—

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

Income After Fees on $10,000

$391most kept, IEF

IEF$406 − $15 = $391

LIBD$391 − $25 = $366

KeptFee

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