ZROZ vs IEF

AZROZ

BIEF

Measures won1–4IEF wins · of 6 · 5Y

$10,000 · 5Y$9,369IEF · ZROZ $4,738

Lowest cost0.15%ZROZ · $15 on $10k

Most income5.18%ZROZ · $518 on $10k

Smallest drop−6.8%IEF · worst fall in 1Y

Held in common[…]ZROZ and IEF

ZROZ

IEF

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · $1.9BiShares 7-10 Year Treasury Bond ETF · $44.6B

−1.2%3 years · per year$9,630 · $11,294+4.1%

−13.9%5 years · per year$4,738 · $9,369−1.3%

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

5.18%12-mo yield$518 · $405 on $10k4.05%

−20.0%Worst dropSmaller wins−6.8%

16.0%VolatilityLower wins5.0%

1–4IEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsZROZ · IEF

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

Held in common[…]

End-of-day Nov 9, 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%	−1.3%	−1.2%	+4.1%	−1.3%	−6.8%	$44.6B
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.18%	+0.1%	−4.6%	−9.1%	−1.2%	−13.9%	−20.0%	$1.9B

End-of-day Nov 9, 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%	−1.3%	−1.2%	+4.1%	−1.3%	−6.8%	$44.6B
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.18%	+0.1%	−4.6%	−9.1%	−1.2%	−13.9%	−20.0%	$1.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ZROZ vs IEF

ZROZ

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund

$4,738

IEF

iShares 7-10 Year Treasury Bond

$9,369

MeasureZROZIEF

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield5.18%4.05%

5 years, per year−13.9%−1.3%

3 years, per year−1.2%+4.1%

Worst drop · 1Y−20.0%−6.8%

Volatility · 1Y16.0%5.0%

4–1measures won
IEF first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ZROZ, IEF

Today

[…]holdings […]

ZROZIEF

ZROZ—[…]

IEF[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$503most kept, ZROZ

ZROZ$518 − $15 = $503

IEF$405 − $15 = $390

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee