UTRE vs VGSH

AUTRE

BVGSH

Measures won0–4VGSH wins · of 6 · 5Y

$10,000 · 5Y$11,124VGSH

Lowest cost0.03%VGSH · $3 on $10k

Most income3.76%VGSH · $376 on $10k

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

Held in common[…]UTRE and VGSH

UTRE

VGSH

US Treasury 3 Year Note ETF · $14MVanguard Short-Term Treasury ETF · $35.1B

+4.1%3 years · per year$11,289 · $11,358+4.3%

[…]5 years · per year[…] · $11,124+2.2%

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

3.76%12-mo yield$376 · $376 on $10k3.76%

−2.1%Worst dropSmaller wins−0.9%

2.1%VolatilityLower wins1.3%

0–4VGSH wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTRE · VGSH

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	BVGSH	Vanguard Short-Term Treasury ETFRead Desk		0.03%	3.76%	+0.2%	+1.7%	+2.4%	+4.3%	+2.2%	−0.9%	$35.1B
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	BVGSH	Vanguard Short-Term Treasury ETFRead Desk		0.03%	3.76%	+0.2%	+1.7%	+2.4%	+4.3%	+2.2%	−0.9%	$35.1B
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 VGSH

UTRE

US Treasury 3 Year Note

[…]

VGSH

Vanguard Short-Term Treasury

$11,124

MeasureUTREVGSH

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield3.76%3.76%

5 years, per year[…]+2.2%

3 years, per year+4.1%+4.3%

Worst drop · 1Y−2.1%−0.9%

Volatility · 1Y2.1%1.3%

4–0measures won
VGSH 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, VGSH

Today

[…]holdings […]

UTREVGSH

UTRE—[…]

VGSH[…]—

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

Income After Fees on $10,000

$373most kept, VGSH

VGSH$376 − $3 = $373

UTRE$376 − $15 = $361

KeptFee

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