SPIP vs IEF

ASPIP

BIEF

Measures won5–1SPIP wins · of 6 · 5Y

$10,000 · 5Y$9,928SPIP · IEF $9,390

Lowest cost0.12%SPIP · $12 on $10k

Most income5.48%SPIP · $548 on $10k

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

Held in common[…]SPIP and IEF

SPIP

IEF

State Street SPDR Portfolio TIPS ETF · $1.1BiShares 7-10 Year Treasury Bond ETF · $44.6B

+4.6%3 years · per year$11,454 · $11,516+4.8%

−0.1%5 years · per year$9,928 · $9,390−1.3%

0.12%Expense ratio$12 · $15 on $10k · lower wins0.15%

5.48%12-mo yield$548 · $405 on $10k4.05%

−4.0%Worst dropSmaller wins−6.8%

3.9%VolatilityLower wins5.0%

5–1SPIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPIP · 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	ASPIP	State Street SPDR Portfolio TIPS ETFRead Desk		0.12%	5.48%	+0.2%	+0.1%	−0.3%	+4.6%	−0.1%	−4.0%	$1.1B
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	ASPIP	State Street SPDR Portfolio TIPS ETFRead Desk		0.12%	5.48%	+0.2%	+0.1%	−0.3%	+4.6%	−0.1%	−4.0%	$1.1B
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

SPIP vs IEF

SPIP

SPDR Portfolio TIPS

$9,928

IEF

iShares 7-10 Year Treasury Bond

$9,390

MeasureSPIPIEF

Fee0.12%0.15%

Cost on $10k a year$12$15

Yield5.48%4.05%

5 years, per year−0.1%−1.3%

3 years, per year+4.6%+4.8%

Worst drop · 1Y−4.0%−6.8%

Volatility · 1Y3.9%5.0%

5–1measures won
SPIP 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: SPIP, IEF

Today

[…]holdings […]

SPIPIEF

SPIP—[…]

IEF[…]—

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

Income After Fees on $10,000

$536most kept, SPIP

SPIP$548 − $12 = $536

IEF$405 − $15 = $390

KeptFee

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