Compare · 2 funds side by side · dividends reinvested

IBTJ and TLT

IBTJiShares×TLTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,028IBTJ · best of the two

02 / 04

IBTJ and TLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2029 Term Treasury ETFBonds & Cash · Treasuries0.07%3.80%+0.5%+1.2%+5.0%+0.1%−2.0%2.2%$1.6B1.1

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.78%−2.5%−4.6%+3.6%−7.8%−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 4, 2026 · returns include dividends · since: IBTJ 2020 · TLT 2002

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2029 Term Treasury ETF · $1.6B$10,028

IBTJ

TLT

iShares 20+ Year Treasury Bond ETF · $48.3B$6,647

$10,000 five years ago, dividends reinvested

IBTJMeasureTLT

+0.5%Year to dateJan 1 → Nov 4−2.5%

+1.2%1 yearTotal return−4.6%

+5.0%3 years · per year$10,000 became $11,583 · $11,109+3.6%

+0.1%5 years · per year$10,000 became $10,028 · $6,647−7.8%

0.07%Expense ratio$7 · $15 a year on $10k · lower is better0.15%

3.80%Trailing 12-mo yield$380 · $478 a year on $10k4.78%

−2.0%Worst dropSmaller is better−12.5%

2.2%VolatilityLower is calmer9.6%

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

7–1IBTJ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBTJ vs TLT: Top 5 Holdings

Today

IBTJ

[…]in top 5

TLT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IBTJ vs TLT Returns, Every Period

iSharesIBTJ

+0.1%

5 years, per year

TLTiShares

−7.8%

5 years, per year

IBTJTLTFaded: behind in that period

4–0IBTJ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IBTJ vs TLT

YTD

iSharesIBTJ

+0.5%

TLTiShares

−2.5%

+0.5%Year to date−2.5%

−2.0%Worst drop · 1Y−12.5%

2.2%Volatility · 1Y9.6%

3.8%Yield4.8%

$1.6BAssets$48.3B

3–1IBTJ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBTJ, TLT

Today

0.07%lowest, IBTJ

FundExpense ratioFee$10k

IBTJ0.07%$7

TLT0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IBTJ, TLT

4.78%highest, TLT

FundTrailing yieldYield$10k

TLT4.78%$478

IBTJ3.80%$380

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$463most kept, TLT

TLT$478 − $15 = $463

IBTJ$380 − $7 = $373

KeptFee

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

Overlap: IBTJ, TLT

Today

[…]holdings […]

IBTJTLT

IBTJ—[…]

TLT[…]—

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

Return vs Bumpiness: 2 ETFs

+1.2%IBTJ, at 2.2% volatility

IBTJWorst drop−2.0%2.2% vol

TLTWorst drop−12.5%9.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TLTIBTJ

−2.5%Year to date+0.5%

4.8%Yield3.8%

−4.6%Past year+1.2%

0.15%Fee0.07%

3–1IBTJ wins

End-of-day Nov 4, 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026