SPTL vs IEF

ASPTL

BIEF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$9,375IEF · SPTL $7,115

Lowest cost0.03%SPTL · $3 on $10k

Most income4.38%SPTL · $438 on $10k

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

Held in common[…]SPTL and IEF

SPTL

IEF

State Street SPDR Portfolio Long Term Treasury ETF · $11.7BiShares 7-10 Year Treasury Bond ETF · $44.6B

+4.5%3 years · per year$11,424 · $11,372+4.4%

−6.6%5 years · per year$7,115 · $9,375−1.3%

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

4.38%12-mo yield$438 · $405 on $10k4.05%

−11.4%Worst dropSmaller wins−6.8%

8.9%VolatilityLower wins5.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPTL · IEF

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	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B
2	ASPTL	State Street SPDR Portfolio Long Term Treasury ETFRead Desk		0.03%	4.38%	+0.2%	−2.0%	−3.6%	+4.5%	−6.6%	−11.4%	$11.7B

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	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B
2	ASPTL	State Street SPDR Portfolio Long Term Treasury ETFRead Desk		0.03%	4.38%	+0.2%	−2.0%	−3.6%	+4.5%	−6.6%	−11.4%	$11.7B

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

SPTL vs IEF

SPTL

SPDR Portfolio Long Term Treasury

$7,115

IEF

iShares 7-10 Year Treasury Bond

$9,375

MeasureSPTLIEF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield4.38%4.05%

5 years, per year−6.6%−1.3%

3 years, per year+4.5%+4.4%

Worst drop · 1Y−11.4%−6.8%

Volatility · 1Y8.9%5.0%

3–3measures won
level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPTL, IEF

Today

[…]holdings […]

SPTLIEF

SPTL—[…]

IEF[…]—

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

Income After Fees on $10,000

$435most kept, SPTL

SPTL$438 − $3 = $435

IEF$405 − $15 = $390

KeptFee

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