SPIP vs GOVT

ASPIP

BGOVT

Measures won4–2SPIP wins · of 6 · 5Y

$10,000 · 5Y$9,964SPIP · GOVT $9,730

Lowest cost0.05%GOVT · $5 on $10k

Most income5.48%SPIP · $548 on $10k

Smallest drop−4.0%SPIP · worst fall in 1Y

Held in common[…]SPIP and GOVT

SPIP

GOVT

State Street SPDR Portfolio TIPS ETF · $1.1BiShares U.S. Treasury Bond ETF · $43.3B

+4.3%3 years · per year$11,349 · $11,319+4.2%

−0.1%5 years · per year$9,964 · $9,730−0.5%

0.12%Expense ratio$12 · $5 on $10k · lower wins0.05%

5.48%12-mo yield$548 · $377 on $10k3.77%

−4.0%Worst dropSmaller wins−4.4%

3.8%VolatilityLower wins3.7%

4–2SPIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPIP · 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	ASPIP	State Street SPDR Portfolio TIPS ETFRead Desk		0.12%	5.48%	0.0%	+0.1%	+0.2%	+4.3%	−0.1%	−4.0%	$1.1B
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	ASPIP	State Street SPDR Portfolio TIPS ETFRead Desk		0.12%	5.48%	0.0%	+0.1%	+0.2%	+4.3%	−0.1%	−4.0%	$1.1B
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

SPIP vs GOVT

SPIP

SPDR Portfolio TIPS

$9,964

GOVT

iShares U.S. Treasury Bond

$9,730

MeasureSPIPGOVT

Fee0.12%0.05%

Cost on $10k a year$12$5

Yield5.48%3.77%

5 years, per year−0.1%−0.5%

3 years, per year+4.3%+4.2%

Worst drop · 1Y−4.0%−4.4%

Volatility · 1Y3.8%3.7%

4–2measures won
SPIP 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: SPIP, GOVT

Today

[…]holdings […]

SPIPGOVT

SPIP—[…]

GOVT[…]—

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

Income After Fees on $10,000

$536most kept, SPIP

SPIP$548 − $12 = $536

GOVT$377 − $5 = $372

KeptFee

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