XFIV vs VOO

AXFIV

BVOO

Measures won3–2XFIV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

Most income4.01%XFIV · $401 on $10k

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

Held in common0.0%XFIV and VOO

XFIV

VOO

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $351MVanguard S&P 500 ETF · $1.00T

+4.8%3 years · per year$11,503 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

4.01%12-mo yield$401 · $110 on $10k1.10%

−4.8%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.5%

3–2XFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXFIV · VOO

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

Held in common0.0%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.01%	+0.4%	−0.4%	+0.1%	+4.8%	new	−4.8%	$351M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.01%	+0.4%	−0.4%	+0.1%	+4.8%	new	−4.8%	$351M

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

XFIV vs VOO

XFIV

BondBloxx Bloomberg Five Year Target Duration US Treasury

[…]

VOO

Vanguard S&P 500

$17,156

MeasureXFIVVOO

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield4.01%1.10%

5 years, per year[…]+11.4%

3 years, per year+4.8%+22.1%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y3.7%13.5%

3–2measures won
XFIV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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

Overlap: XFIV, VOO

Today

0.0%most shared, XFIV and VOO

XFIVVOO

XFIV—0.0%

VOO0.0%—

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

Income After Fees on $10,000

$396most kept, XFIV

XFIV$401 − $5 = $396

VOO$110 − $3 = $107

KeptFee

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