Compare · 2 funds side by side · dividends reinvested

BBLB and TLT

BBLBJ.P. Morgan×TLTiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$6,684TLT · best of the two

02 / 04

BBLB and TLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETFBonds & Cash · Treasuries0.04%5.02%−2.5%−4.5%+3.7%[…]−12.4%9.7%$35M1.3

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.78%−2.5%−4.6%+3.6%−7.8%−12.5%9.6%$48.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BBLB 2023 · TLT 2002

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · $35M[…]

BBLB

TLT

iShares 20+ Year Treasury Bond ETF · $48.8B$6,684

$10,000 five years ago, dividends reinvested

BBLBMeasureTLT

−2.5%Year to dateJan 1 → Nov 5−2.5%

−4.5%1 yearTotal return−4.6%

+3.7%3 years · per year$10,000 became $11,142 · $11,109+3.6%

[…]5 years · per year$10,000 became […] · $6,647−7.8%

0.04%Expense ratio$4 · $15 a year on $10k · lower is better0.15%

5.02%Trailing 12-mo yield$502 · $478 a year on $10k4.78%

−12.4%Worst dropSmaller is better−12.5%

9.7%VolatilityLower is calmer9.6%

BBLBTLT Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1BBLB wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBLB vs TLT: Top 5 Holdings

Today

BBLB

[…]in top 5

TLT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BBLB vs TLT Returns, Every Period

J.P. MorganBBLB

−4.5%

past year

TLTiShares

−4.6%

past year

BBLBTLTFaded: behind in that period

2–0BBLB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BBLB vs TLT

YTD

J.P. MorganBBLB

−2.5%

TLTiShares

−2.5%

−2.5%Year to date−2.5%

−12.4%Worst drop · 1Y−12.5%

9.7%Volatility · 1Y9.6%

5.0%Yield4.8%

$35.4MAssets$48.8B

2–1BBLB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBLB, TLT

Today

0.04%lowest, BBLB

FundExpense ratioFee$10k

BBLB0.04%$4

TLT0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBLB, TLT

5.02%highest, BBLB

FundTrailing yieldYield$10k

BBLB5.02%$502

TLT4.78%$478

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$498most kept, BBLB

BBLB$502 − $4 = $498

TLT$478 − $15 = $463

KeptFee

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

Overlap: BBLB, TLT

Today

[…]holdings […]

BBLBTLT

BBLB—[…]

TLT[…]—

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

Return vs Bumpiness: 2 ETFs

−4.5%BBLB, at 9.7% volatility

TLTWorst drop−12.5%9.6% vol

BBLBWorst drop−12.4%9.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BBLBTLT

−2.5%Year to date−2.5%

5.0%Yield4.8%

−4.5%Past year−4.6%

0.04%Fee0.15%

3–0BBLB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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 5, 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 5, 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 5, 2026