PBTP vs IEF

APBTP

BIEF

Measures won5–1PBTP wins · of 6 · 5Y

$10,000 · 5Y$11,539PBTP · IEF $9,390

Lowest cost0.07%PBTP · $7 on $10k

Most income4.05%IEF · $405 on $10k

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

Held in common[…]PBTP and IEF

PBTP

IEF

Invesco 0-5 Yr US TIPS ETF · $247MiShares 7-10 Year Treasury Bond ETF · $44.6B

+5.0%3 years · per year$11,560 · $11,516+4.8%

+2.9%5 years · per year$11,539 · $9,390−1.3%

0.07%Expense ratio$7 · $15 on $10k · lower wins0.15%

4.00%12-mo yield$400 · $405 on $10k4.05%

−1.3%Worst dropSmaller wins−6.8%

1.7%VolatilityLower wins5.0%

5–1PBTP wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBTP · IEF

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	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk		0.07%	4.00%	0.0%	+2.0%	+2.2%	+5.0%	+2.9%	−1.3%	$247M
2	BIEF	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	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk		0.07%	4.00%	0.0%	+2.0%	+2.2%	+5.0%	+2.9%	−1.3%	$247M
2	BIEF	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

PBTP vs IEF

PBTP

Invesco 0-5 Yr US TIPS

$11,540

IEF

iShares 7-10 Year Treasury Bond

$9,390

MeasurePBTPIEF

Fee0.07%0.15%

Cost on $10k a year$7$15

Yield4.00%4.05%

5 years, per year+2.9%−1.3%

3 years, per year+5.0%+4.8%

Worst drop · 1Y−1.3%−6.8%

Volatility · 1Y1.7%5.0%

5–0measures won
PBTP 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: PBTP, IEF

Today

[…]holdings […]

PBTPIEF

PBTP—[…]

IEF[…]—

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

Income After Fees on $10,000

$393most kept, PBTP

PBTP$400 − $7 = $393

IEF$405 − $15 = $390

KeptFee

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