UTRE vs IBID

AUTRE

BIBID

Measures won0–5IBID wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.10%IBID · $10 on $10k

Most income4.31%IBID · $431 on $10k

Smallest drop−0.6%IBID · worst fall in 1Y

Held in common[…]UTRE and IBID

UTRE

IBID

US Treasury 3 Year Note ETF · $14MiShares iBonds Oct 2027 Term TIPS ETF · $159M

+4.0%3 years · per year$11,248 · $11,760+5.6%

[…]5 years · per year[…]

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

3.77%12-mo yield$377 · $431 on $10k4.31%

−2.1%Worst dropSmaller wins−0.6%

2.1%VolatilityLower wins1.1%

0–5IBID wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsUTRE · IBID

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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							5Y/yr
1	AUTRE	US Treasury 3 Year Note ETFRead Desk		0.15%	3.77%	+0.2%	+0.4%	+1.1%	+4.0%	new	−2.1%	$14M
2	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$159M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AUTRE	US Treasury 3 Year Note ETFRead Desk		0.15%	3.77%	+0.2%	+0.4%	+1.1%	+4.0%	new	−2.1%	$14M
2	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$159M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UTRE vs IBID

UTRE

US Treasury 3 Year Note

[…]

IBID

iShares iBonds Oct 2027 Term TIPS

[…]

MeasureUTREIBID

Fee0.15%0.10%

Cost on $10k a year$15$10

Yield3.77%4.31%

5 years, per year[…][…]

3 years, per year+4.0%+5.6%

Worst drop · 1Y−2.1%−0.6%

Volatility · 1Y2.1%1.1%

5–0measures won
IBID first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UTRE, IBID

Today

[…]holdings […]

UTREIBID

UTRE—[…]

IBID[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$421most kept, IBID

IBID$431 − $10 = $421

UTRE$377 − $15 = $362

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee