USSH vs IEF

AUSSH

BIEF

Measures won2–1USSH wins · of 6 · 5Y

$10,000 · 5Y$9,375IEF

Lowest cost0.15%USSH · $15 on $10k

Most income4.05%IEF · $405 on $10k

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

Held in common[…]USSH and IEF

USSH

IEF

WisdomTree 1-3 Year Laddered Treasury Fund · $22MiShares 7-10 Year Treasury Bond ETF · $44.7B

[…]3 years · per year[…] · $11,372+4.4%

[…]5 years · per year[…] · $9,375−1.3%

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

3.66%12-mo yield$366 · $405 on $10k4.05%

−0.9%Worst dropSmaller wins−6.8%

1.3%VolatilityLower wins5.0%

2–1USSH wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSSH · 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%	$44.7B
2	AUSSH	WisdomTree 1-3 Year Laddered Treasury FundRead Desk		0.15%	3.66%	0.0%	+1.5%	+2.3%	new	new	−0.9%	$22M

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%	$44.7B
2	AUSSH	WisdomTree 1-3 Year Laddered Treasury FundRead Desk		0.15%	3.66%	0.0%	+1.5%	+2.3%	new	new	−0.9%	$22M

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

USSH vs IEF

USSH

WisdomTree 1-3 Year Laddered Treasury Fund

[…]

IEF

iShares 7-10 Year Treasury Bond

$9,375

MeasureUSSHIEF

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield3.66%4.05%

5 years, per year[…]−1.3%

3 years, per year[…]+4.4%

Worst drop · 1Y−0.9%−6.8%

Volatility · 1Y1.3%5.0%

2–1measures won
USSH 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: USSH, IEF

Today

[…]holdings […]

USSHIEF

USSH—[…]

IEF[…]—

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

Income After Fees on $10,000

$390most kept, IEF

IEF$405 − $15 = $390

USSH$366 − $15 = $351

KeptFee

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