LTPZ vs IEF

ALTPZ

BIEF

Measures won1–5IEF wins · of 6 · 5Y

$10,000 · 5Y$9,375IEF · LTPZ $6,807

Lowest cost0.15%IEF · $15 on $10k

Most income6.74%LTPZ · $674 on $10k

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

Held in common[…]LTPZ and IEF

LTPZ

IEF

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund · $1.2BiShares 7-10 Year Treasury Bond ETF · $44.6B

+1.9%3 years · per year$10,585 · $11,372+4.4%

−7.4%5 years · per year$6,807 · $9,375−1.3%

0.20%Expense ratio$20 · $15 on $10k · lower wins0.15%

6.74%12-mo yield$674 · $405 on $10k4.05%

−12.9%Worst dropSmaller wins−6.8%

9.5%VolatilityLower wins5.0%

1–5IEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLTPZ · IEF

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B
2	ALTPZ	PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundRead Desk		0.20%	6.74%	0.0%	−4.0%	−5.3%	+1.9%	−7.4%	−12.9%	$1.2B

End-of-day Nov 6, 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%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B
2	ALTPZ	PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundRead Desk		0.20%	6.74%	0.0%	−4.0%	−5.3%	+1.9%	−7.4%	−12.9%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LTPZ vs IEF

LTPZ

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund

$6,807

IEF

iShares 7-10 Year Treasury Bond

$9,375

MeasureLTPZIEF

Fee0.20%0.15%

Cost on $10k a year$20$15

Yield6.74%4.05%

5 years, per year−7.4%−1.3%

3 years, per year+1.9%+4.4%

Worst drop · 1Y−12.9%−6.8%

Volatility · 1Y9.5%5.0%

5–1measures won
IEF first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LTPZ, IEF

Today

[…]holdings […]

LTPZIEF

LTPZ—[…]

IEF[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$654most kept, LTPZ

LTPZ$674 − $20 = $654

IEF$405 − $15 = $390

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee