XTRE vs VGSH

AXTRE

BVGSH

Measures won2–3VGSH wins · of 6 · 5Y

$10,000 · 5Y$11,095VGSH

Lowest cost0.03%VGSH · $3 on $10k

Most income4.11%XTRE · $411 on $10k

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

Held in common[…]XTRE and VGSH

XTRE

VGSH

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · $158MVanguard Short-Term Treasury ETF · $35.1B

+4.3%3 years · per year$11,344 · $11,330+4.2%

[…]5 years · per year[…] · $11,095+2.1%

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

4.11%12-mo yield$411 · $377 on $10k3.77%

−2.3%Worst dropSmaller wins−0.9%

2.2%VolatilityLower wins1.3%

2–3VGSH wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTRE · VGSH

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

Held in common[…]

End-of-day Nov 4, 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%	+1.4%	+2.2%	+4.2%	+2.1%	−0.9%	$35.1B
2	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk		0.05%	4.11%	+0.2%	+0.4%	+1.1%	+4.3%	new	−2.3%	$158M

End-of-day Nov 4, 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%	+1.4%	+2.2%	+4.2%	+2.1%	−0.9%	$35.1B
2	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk		0.05%	4.11%	+0.2%	+0.4%	+1.1%	+4.3%	new	−2.3%	$158M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XTRE vs VGSH

XTRE

BondBloxx Bloomberg Three Year Target Duration US Treasury

[…]

VGSH

Vanguard Short-Term Treasury

$11,095

MeasureXTREVGSH

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield4.11%3.77%

5 years, per year[…]+2.1%

3 years, per year+4.3%+4.2%

Worst drop · 1Y−2.3%−0.9%

Volatility · 1Y2.2%1.3%

3–2measures won
VGSH first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XTRE, VGSH

Today

[…]holdings […]

XTREVGSH

XTRE—[…]

VGSH[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$406most kept, XTRE

XTRE$411 − $5 = $406

VGSH$377 − $3 = $374

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee