XTRE vs IEF

AXTRE

BIEF

Measures won4–1XTRE wins · of 6 · 5Y

$10,000 · 5Y$9,375IEF

Lowest cost0.05%XTRE · $5 on $10k

Most income4.10%XTRE · $410 on $10k

Smallest drop−2.3%XTRE · worst fall in 1Y

Held in common[…]XTRE and IEF

XTRE

IEF

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · $161MiShares 7-10 Year Treasury Bond ETF · $44.6B

+4.2%3 years · per year$11,318 · $11,372+4.4%

[…]5 years · per year[…] · $9,375−1.3%

0.05%Expense ratio$5 · $15 on $10k · lower wins0.15%

4.10%12-mo yield$410 · $405 on $10k4.05%

−2.3%Worst dropSmaller wins−6.8%

2.2%VolatilityLower wins5.0%

4–1XTRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTRE · IEF

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	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B
2	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk		0.05%	4.10%	−0.1%	+0.5%	+1.4%	+4.2%	new	−2.3%	$161M

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	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B
2	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk		0.05%	4.10%	−0.1%	+0.5%	+1.4%	+4.2%	new	−2.3%	$161M

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

XTRE vs IEF

XTRE

BondBloxx Bloomberg Three Year Target Duration US Treasury

[…]

IEF

iShares 7-10 Year Treasury Bond

$9,375

MeasureXTREIEF

Fee0.05%0.15%

Cost on $10k a year$5$15

Yield4.10%4.05%

5 years, per year[…]−1.3%

3 years, per year+4.2%+4.4%

Worst drop · 1Y−2.3%−6.8%

Volatility · 1Y2.2%5.0%

3–1measures won
XTRE 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: XTRE, IEF

Today

[…]holdings […]

XTREIEF

XTRE—[…]

IEF[…]—

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

Income After Fees on $10,000

$405most kept, XTRE

XTRE$410 − $5 = $405

IEF$405 − $15 = $390

KeptFee

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