UTRE vs VGIT

AUTRE

BVGIT

Measures won2–3VGIT wins · of 6 · 5Y

$10,000 · 5Y$10,137VGIT

Lowest cost0.03%VGIT · $3 on $10k

Most income3.98%VGIT · $398 on $10k

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

Held in common[…]UTRE and VGIT

UTRE

VGIT

US Treasury 3 Year Note ETF · $14MVanguard Intermediate-Term Treasury ETF · $39.7B

+4.1%3 years · per year$11,289 · $11,481+4.7%

[…]5 years · per year[…] · $10,137+0.3%

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

3.76%12-mo yield$376 · $398 on $10k3.98%

−2.1%Worst dropSmaller wins−4.6%

2.1%VolatilityLower wins3.5%

2–3VGIT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTRE · VGIT

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	BVGIT	Vanguard Intermediate-Term Treasury ETFRead Desk		0.03%	3.98%	+0.4%	−0.3%	+0.2%	+4.7%	+0.3%	−4.6%	$39.7B
2	AUTRE	US Treasury 3 Year Note ETFRead Desk		0.15%	3.76%	+0.3%	+0.7%	+1.3%	+4.1%	new	−2.1%	$14M

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	BVGIT	Vanguard Intermediate-Term Treasury ETFRead Desk		0.03%	3.98%	+0.4%	−0.3%	+0.2%	+4.7%	+0.3%	−4.6%	$39.7B
2	AUTRE	US Treasury 3 Year Note ETFRead Desk		0.15%	3.76%	+0.3%	+0.7%	+1.3%	+4.1%	new	−2.1%	$14M

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

UTRE vs VGIT

UTRE

US Treasury 3 Year Note

[…]

VGIT

Vanguard Intermediate-Term Treasury

$10,137

MeasureUTREVGIT

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield3.76%3.98%

5 years, per year[…]+0.3%

3 years, per year+4.1%+4.7%

Worst drop · 1Y−2.1%−4.6%

Volatility · 1Y2.1%3.5%

3–2measures won
VGIT 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: UTRE, VGIT

Today

[…]holdings […]

UTREVGIT

UTRE—[…]

VGIT[…]—

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

Income After Fees on $10,000

$395most kept, VGIT

VGIT$398 − $3 = $395

UTRE$376 − $15 = $361

KeptFee

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