XTRE vs IVV

AXTRE

BIVV

Measures won3–2XTRE wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income4.10%XTRE · $410 on $10k

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

Held in common0.0%XTRE and IVV

XTRE

IVV

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · $161MiShares Core S&P 500 ETF · $853B

+4.2%3 years · per year$11,318 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

4.10%12-mo yield$410 · $114 on $10k1.14%

−2.3%Worst dropSmaller wins−8.9%

2.2%VolatilityLower wins13.6%

3–2XTRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTRE · IVV

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

Held in common0.0%

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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 IVV

XTRE

BondBloxx Bloomberg Three Year Target Duration US Treasury

[…]

IVV

iShares Core S&P 500

$17,177

MeasureXTREIVV

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield4.10%1.14%

5 years, per year[…]+11.4%

3 years, per year+4.2%+21.8%

Worst drop · 1Y−2.3%−8.9%

Volatility · 1Y2.2%13.6%

3–2measures won
XTRE first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: XTRE, IVV

Today

0.0%most shared, XTRE and IVV

XTREIVV

XTRE—0.0%

IVV0.0%—

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

IVV$114 − $3 = $111

KeptFee

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