XFIV vs IVV

AXFIV

BIVV

Measures won3–2XFIV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV

Lowest cost0.03%IVV · $3 on $10k

Most income4.02%XFIV · $402 on $10k

Smallest drop−4.8%XFIV · worst fall in 1Y

Held in common0.0%XFIV and IVV

XFIV

IVV

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $353MiShares Core S&P 500 ETF · $875B

+4.3%3 years · per year$11,353 · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

4.02%12-mo yield$402 · $111 on $10k1.11%

−4.8%Worst dropSmaller wins−8.9%

3.6%VolatilityLower wins13.8%

3–2XFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXFIV · IVV

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

Held in common0.0%

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.02%	−0.1%	−0.6%	−0.3%	+4.3%	new	−4.8%	$353M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.02%	−0.1%	−0.6%	−0.3%	+4.3%	new	−4.8%	$353M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XFIV vs IVV

XFIV

BondBloxx Bloomberg Five Year Target Duration US Treasury

[…]

IVV

iShares Core S&P 500

$17,545

MeasureXFIVIVV

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield4.02%1.11%

5 years, per year[…]+11.9%

3 years, per year+4.3%+22.0%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y3.6%13.8%

3–2measures won
XFIV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: XFIV, IVV

Today

0.0%most shared, XFIV and IVV

XFIVIVV

XFIV—0.0%

IVV0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$397most kept, XFIV

XFIV$402 − $5 = $397

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee