SCHR vs IEF

ASCHR

BIEF

Measures won4–2SCHR wins · of 6 · 5Y

$10,000 · 5Y$10,121SCHR · IEF $9,390

Lowest cost0.03%SCHR · $3 on $10k

Most income4.05%IEF · $405 on $10k

Smallest drop−4.5%SCHR · worst fall in 1Y

Held in common[…]SCHR and IEF

SCHR

IEF

Schwab Intermediate-Term U.S. Treasury ETF · $13.8BiShares 7-10 Year Treasury Bond ETF · $44.7B

+4.7%3 years · per year$11,476 · $11,516+4.8%

+0.2%5 years · per year$10,121 · $9,390−1.3%

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

4.02%12-mo yield$402 · $405 on $10k4.05%

−4.5%Worst dropSmaller wins−6.8%

3.6%VolatilityLower wins5.0%

4–2SCHR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHR · 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	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk		0.03%	4.02%	+0.4%	−0.3%	+0.1%	+4.7%	+0.2%	−4.5%	$13.8B
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%	$44.7B

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	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk		0.03%	4.02%	+0.4%	−0.3%	+0.1%	+4.7%	+0.2%	−4.5%	$13.8B
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%	$44.7B

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

SCHR vs IEF

SCHR

Schwab Intermediate-Term U.S. Treasury

$10,121

IEF

iShares 7-10 Year Treasury Bond

$9,390

MeasureSCHRIEF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield4.02%4.05%

5 years, per year+0.2%−1.3%

3 years, per year+4.7%+4.8%

Worst drop · 1Y−4.5%−6.8%

Volatility · 1Y3.6%5.0%

4–1measures won
SCHR 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHR, IEF

Today

[…]holdings […]

SCHRIEF

SCHR—[…]

IEF[…]—

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

Income After Fees on $10,000

$399most kept, SCHR

SCHR$402 − $3 = $399

IEF$405 − $15 = $390

KeptFee

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