SHY vs IEF

ASHY

BIEF

Measures won3–1SHY wins · of 6 · 5Y

$10,000 · 5Y$11,056SHY · IEF $9,369

Lowest cost0.15%SHY · $15 on $10k

Most income4.05%IEF · $405 on $10k

Smallest drop−0.9%SHY · worst fall in 1Y

Held in common[…]SHY and IEF

SHY

IEF

iShares 1-3 Year Treasury Bond ETF · $27.5BiShares 7-10 Year Treasury Bond ETF · $44.6B

+4.1%3 years · per year$11,280 · $11,294+4.1%

+2.0%5 years · per year$11,056 · $9,369−1.3%

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

3.60%12-mo yield$360 · $405 on $10k4.05%

−0.9%Worst dropSmaller wins−6.8%

1.4%VolatilityLower wins5.0%

3–1SHY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHY · 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	ASHY	iShares 1-3 Year Treasury Bond ETFRead Desk		0.15%	3.60%	0.0%	+1.5%	+2.1%	+4.1%	+2.0%	−0.9%	$27.5B
2	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

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	ASHY	iShares 1-3 Year Treasury Bond ETFRead Desk		0.15%	3.60%	0.0%	+1.5%	+2.1%	+4.1%	+2.0%	−0.9%	$27.5B
2	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

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

SHY vs IEF

SHY

iShares 1-3 Year Treasury Bond

$11,056

IEF

iShares 7-10 Year Treasury Bond

$9,369

MeasureSHYIEF

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield3.60%4.05%

5 years, per year+2.0%−1.3%

3 years, per year+4.1%+4.1%

Worst drop · 1Y−0.9%−6.8%

Volatility · 1Y1.4%5.0%

3–1measures won
SHY 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: SHY, IEF

Today

[…]holdings […]

SHYIEF

SHY—[…]

IEF[…]—

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

Income After Fees on $10,000

$390most kept, IEF

IEF$405 − $15 = $390

SHY$360 − $15 = $345

KeptFee

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