UTRE vs IBID

AUTRE

BIBID

Measures won0–5IBID wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income4.31%IBID · $431 on $10k

Smallest drop0.0%SGOV · 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$11,240 · $11,732+5.5%

[…]5 years · per year[…]

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

3.76%12-mo yield$376 · $431 on $10k4.31%

−2.1%Worst dropSmaller wins−0.6%

2.1%VolatilityLower wins1.1%

0–5IBID wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTRE · IBID

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	AUTRE	US Treasury 3 Year Note ETFRead Desk	0.15%	3.76%	−0.1%	+0.6%	+1.4%	+4.0%	new	−2.1%	$14M
3	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk	0.10%	4.31%	+0.1%	+3.5%	+3.9%	+5.5%	new	−0.6%	$159M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	AUTRE	US Treasury 3 Year Note ETFRead Desk	0.15%	3.76%	−0.1%	+0.6%	+1.4%	+4.0%	new	−2.1%	$14M
3	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk	0.10%	4.31%	+0.1%	+3.5%	+3.9%	+5.5%	new	−0.6%	$159M

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

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

Yield3.76%4.31%

5 years, per year[…][…]

3 years, per year+4.0%+5.5%

Worst drop · 1Y−2.1%−0.6%

Volatility · 1Y2.1%1.1%

5–0measures won
IBID first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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

Overlap: UTRE, IBID, SGOV

Today

[…]holdings […]

UTREIBIDSGOV

UTRE—[…][…]

IBID[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$421most kept, IBID

IBID$431 − $10 = $421

UTRE$376 − $15 = $361

SGOV$363 − $9 = $354

KeptFee

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