TDTF vs IBIC

ATDTF

BIBIC

Measures won1–4IBIC wins · of 6 · 5Y

$10,000 · 5Y$10,258TDTF

Lowest cost0.10%IBIC · $10 on $10k

Most income4.70%TDTF · $470 on $10k

Smallest drop−0.3%IBIC · worst fall in 1Y

Held in common[…]TDTF and IBIC

TDTF

IBIC

Northern Trust iBoxx 5-Year Target Duration TIPS ETF · $1.2BiShares iBonds Oct 2026 Term TIPS ETF · $74M

+4.8%3 years · per year$11,505 · $11,673+5.3%

+0.5%5 years · per year$10,258 · […][…]

0.19%Expense ratio$19 · $10 on $10k · lower wins0.10%

4.70%12-mo yield$470 · $403 on $10k4.03%

−3.7%Worst dropSmaller wins−0.3%

3.3%VolatilityLower wins0.9%

1–4IBIC wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDTF · IBIC

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	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	4.70%	+0.3%	0.0%	0.0%	+4.8%	+0.5%	−3.7%	$1.2B
2	BIBIC	iShares iBonds Oct 2026 Term TIPS ETFRead Desk		0.10%	4.03%	0.0%	+3.5%	+3.9%	+5.3%	new	−0.3%	$74M

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	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	4.70%	+0.3%	0.0%	0.0%	+4.8%	+0.5%	−3.7%	$1.2B
2	BIBIC	iShares iBonds Oct 2026 Term TIPS ETFRead Desk		0.10%	4.03%	0.0%	+3.5%	+3.9%	+5.3%	new	−0.3%	$74M

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

TDTF vs IBIC

TDTF

Northern Trust iBoxx 5-Year Target Duration TIPS

$10,258

IBIC

iShares iBonds Oct 2026 Term TIPS

[…]

MeasureTDTFIBIC

Fee0.19%0.10%

Cost on $10k a year$19$10

Yield4.70%4.03%

5 years, per year+0.5%[…]

3 years, per year+4.8%+5.3%

Worst drop · 1Y−3.7%−0.3%

Volatility · 1Y3.3%0.9%

4–1measures won
IBIC 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: TDTF, IBIC

Today

[…]holdings […]

TDTFIBIC

TDTF—[…]

IBIC[…]—

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

Income After Fees on $10,000

$451most kept, TDTF

TDTF$470 − $19 = $451

IBIC$403 − $10 = $393

KeptFee

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