UTRE vs IVV

AUTRE

BIVV

Measures won3–2UTRE wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income3.76%UTRE · $376 on $10k

Smallest drop−2.1%UTRE · worst fall in 1Y

Held in common[…]UTRE and IVV

UTRE

IVV

US Treasury 3 Year Note ETF · $14MiShares Core S&P 500 ETF · $850B

+4.0%3 years · per year$11,240 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

3.76%12-mo yield$376 · $114 on $10k1.14%

−2.1%Worst dropSmaller wins−8.9%

2.1%VolatilityLower wins13.6%

3–2UTRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTRE · IVV

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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

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 IVV

UTRE

US Treasury 3 Year Note

[…]

IVV

iShares Core S&P 500

$17,177

MeasureUTREIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield3.76%1.14%

5 years, per year[…]+11.4%

3 years, per year+4.0%+21.8%

Worst drop · 1Y−2.1%−8.9%

Volatility · 1Y2.1%13.6%

3–2measures won
UTRE first

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: UTRE, IVV

Today

[…]holdings […]

UTREIVV

UTRE—[…]

IVV[…]—

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

Income After Fees on $10,000

$361most kept, UTRE

UTRE$376 − $15 = $361

IVV$114 − $3 = $111

KeptFee

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