PBTP vs GOVT

APBTP

BGOVT

Measures won5–1PBTP wins · of 6 · 5Y

$10,000 · 5Y$11,539PBTP · GOVT $9,730

Lowest cost0.05%GOVT · $5 on $10k

Most income4.00%PBTP · $400 on $10k

Smallest drop−1.3%PBTP · worst fall in 1Y

Held in common[…]PBTP and GOVT

PBTP

GOVT

Invesco 0-5 Yr US TIPS ETF · $250MiShares U.S. Treasury Bond ETF · $43.3B

+4.9%3 years · per year$11,534 · $11,319+4.2%

+2.9%5 years · per year$11,539 · $9,730−0.5%

0.07%Expense ratio$7 · $5 on $10k · lower wins0.05%

4.00%12-mo yield$400 · $377 on $10k3.77%

−1.3%Worst dropSmaller wins−4.4%

1.6%VolatilityLower wins3.7%

5–1PBTP wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBTP · GOVT

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	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk		0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$250M
2	BGOVT	iShares U.S. Treasury Bond ETFRead Desk		0.05%	3.77%	−0.1%	−0.1%	+0.5%	+4.2%	−0.5%	−4.4%	$43.3B

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	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk		0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$250M
2	BGOVT	iShares U.S. Treasury Bond ETFRead Desk		0.05%	3.77%	−0.1%	−0.1%	+0.5%	+4.2%	−0.5%	−4.4%	$43.3B

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

PBTP vs GOVT

PBTP

Invesco 0-5 Yr US TIPS

$11,539

GOVT

iShares U.S. Treasury Bond

$9,730

MeasurePBTPGOVT

Fee0.07%0.05%

Cost on $10k a year$7$5

Yield4.00%3.77%

5 years, per year+2.9%−0.5%

3 years, per year+4.9%+4.2%

Worst drop · 1Y−1.3%−4.4%

Volatility · 1Y1.6%3.7%

5–1measures won
PBTP 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PBTP, GOVT

Today

[…]holdings […]

PBTPGOVT

PBTP—[…]

GOVT[…]—

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

Income After Fees on $10,000

$393most kept, PBTP

PBTP$400 − $7 = $393

GOVT$377 − $5 = $372

KeptFee

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