XFIV vs VGSH

AXFIV

BVGSH

Measures won2–3VGSH wins · of 6 · 5Y

$10,000 · 5Y$11,116VGSH

Lowest cost0.03%VGSH · $3 on $10k

Most income4.02%XFIV · $402 on $10k

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

Held in common[…]XFIV and VGSH

XFIV

VGSH

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $352MVanguard Short-Term Treasury ETF · $35.1B

+4.4%3 years · per year$11,390 · $11,327+4.2%

[…]5 years · per year[…] · $11,116+2.1%

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

4.02%12-mo yield$402 · $377 on $10k3.77%

−4.8%Worst dropSmaller wins−0.9%

3.7%VolatilityLower wins1.3%

2–3VGSH wins

$10,000 · 5 yearsOne scale

Shared top holdingsXFIV · VGSH

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	BVGSH	Vanguard Short-Term Treasury ETFRead Desk		0.03%	3.77%	−0.1%	+1.6%	+2.4%	+4.2%	+2.1%	−0.9%	$35.1B
2	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.02%	−0.2%	−0.5%	+0.2%	+4.4%	new	−4.8%	$352M

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	BVGSH	Vanguard Short-Term Treasury ETFRead Desk		0.03%	3.77%	−0.1%	+1.6%	+2.4%	+4.2%	+2.1%	−0.9%	$35.1B
2	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.02%	−0.2%	−0.5%	+0.2%	+4.4%	new	−4.8%	$352M

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

XFIV vs VGSH

XFIV

BondBloxx Bloomberg Five Year Target Duration US Treasury

[…]

VGSH

Vanguard Short-Term Treasury

$11,116

MeasureXFIVVGSH

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield4.02%3.77%

5 years, per year[…]+2.1%

3 years, per year+4.4%+4.2%

Worst drop · 1Y−4.8%−0.9%

Volatility · 1Y3.7%1.3%

3–2measures won
VGSH first

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

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

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

Overlap: XFIV, VGSH

Today

[…]holdings […]

XFIVVGSH

XFIV—[…]

VGSH[…]—

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

Income After Fees on $10,000

$397most kept, XFIV

XFIV$402 − $5 = $397

VGSH$377 − $3 = $374

KeptFee

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