SCHQ vs IEF

ASCHQ

BIEF

Measures won2–4IEF wins · of 6 · 5Y

$10,000 · 5Y$9,369IEF · SCHQ $7,155

Lowest cost0.03%SCHQ · $3 on $10k

Most income4.93%SCHQ · $493 on $10k

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

Held in common[…]SCHQ and IEF

SCHQ

IEF

Schwab Long-Term U.S. Treasury ETF · $883MiShares 7-10 Year Treasury Bond ETF · $44.6B

+3.2%3 years · per year$10,979 · $11,294+4.1%

−6.5%5 years · per year$7,155 · $9,369−1.3%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

4.93%12-mo yield$493 · $405 on $10k4.05%

−11.4%Worst dropSmaller wins−6.8%

8.8%VolatilityLower wins5.0%

2–4IEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHQ · IEF

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

Held in common[…]

End-of-day Nov 9, 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%	−1.3%	−1.2%	+4.1%	−1.3%	−6.8%	$44.6B
2	ASCHQ	Schwab Long-Term U.S. Treasury ETFRead Desk		0.03%	4.93%	+0.1%	−2.0%	−3.5%	+3.2%	−6.5%	−11.4%	$883M

End-of-day Nov 9, 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%	−1.3%	−1.2%	+4.1%	−1.3%	−6.8%	$44.6B
2	ASCHQ	Schwab Long-Term U.S. Treasury ETFRead Desk		0.03%	4.93%	+0.1%	−2.0%	−3.5%	+3.2%	−6.5%	−11.4%	$883M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHQ vs IEF

SCHQ

Schwab Long-Term U.S. Treasury

$7,155

IEF

iShares 7-10 Year Treasury Bond

$9,369

MeasureSCHQIEF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield4.93%4.05%

5 years, per year−6.5%−1.3%

3 years, per year+3.2%+4.1%

Worst drop · 1Y−11.4%−6.8%

Volatility · 1Y8.8%5.0%

4–2measures won
IEF first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHQ, IEF

Today

[…]holdings […]

SCHQIEF

SCHQ—[…]

IEF[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$490most kept, SCHQ

SCHQ$493 − $3 = $490

IEF$405 − $15 = $390

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee