Compare · 2 funds side by side · dividends reinvested

DFIP and TLT

DFIPDimensional×TLTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$6,714TLT · best of the two

02 / 04

DFIP and TLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.2%−0.5%+4.7%[…]−4.3%3.7%$1.1B1.0

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.82%−3.3%−5.6%+3.1%−7.7%−12.5%9.6%$48.3B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFIP 2021 · TLT 2002

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

TLT

iShares 20+ Year Treasury Bond ETF · $48.3B$6,714

$10,000 five years ago, dividends reinvested

DFIPMeasureTLT

−0.2%Year to dateJan 1 → Nov 3−3.3%

−0.5%1 yearTotal return−5.6%

+4.7%3 years · per year$10,000 became $11,487 · $10,971+3.1%

[…]5 years · per year$10,000 became […] · $6,714−7.7%

0.11%Expense ratio$11 · $15 a year on $10k · lower is better0.15%

5.32%Trailing 12-mo yield$532 · $482 a year on $10k4.82%

−4.3%Worst dropSmaller is better−12.5%

3.7%VolatilityLower is calmer9.6%

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

7–0DFIP wins

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

More Ways to See the Pairs

DFIP vs TLT: Top 5 Holdings

Today

DFIP

[…]in top 5

TLT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

DFIP vs TLT Returns, Every Period

DimensionalDFIP

−0.5%

past year

TLTiShares

−5.6%

past year

DFIPTLTFaded: behind in that period

3–0DFIP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFIP vs TLT

YTD

DimensionalDFIP

−0.2%

TLTiShares

−3.3%

−0.2%Year to date−3.3%

−4.3%Worst drop · 1Y−12.5%

3.7%Volatility · 1Y9.6%

5.3%Yield4.8%

$1.1BAssets$48.3B

4–0DFIP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, TLT

Today

0.11%lowest, DFIP

FundExpense ratioFee$10k

DFIP0.11%$11

TLT0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFIP, TLT

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

TLT4.82%$482

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

TLT$482 − $15 = $467

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFIP, TLT

Today

[…]holdings […]

DFIPTLT

DFIP—[…]

TLT[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.5%DFIP, at 3.7% volatility

DFIPWorst drop−4.3%3.7% vol

TLTWorst drop−12.5%9.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPTLT

−0.2%Year to date−3.3%

5.3%Yield4.8%

−0.5%Past year−5.6%

0.11%Fee0.15%

4–0DFIP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026