Compare · 3 funds side by side · dividends reinvested

IBTM, TLT and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

IBTM, TLT and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

iShares iBonds Dec 2032 Term Treasury ETFBonds & Cash · Treasuries0.07%4.00%−0.9%−0.4%+5.1%[…]−5.1%4.0%$632M1.7

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.78%−2.5%−4.6%+3.6%−7.8%−12.5%9.6%$48.8B2.6

Rank among the three1st → 3rdFee, 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: IBTM 2022 · TLT 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2032 Term Treasury ETF · $632M[…]

IBTM

TLT

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

$10,000 five years ago, dividends reinvested

IBTMMeasureTLT

−0.9%Year to dateJan 1 → Nov 5−2.5%

−0.4%1 yearTotal return−4.6%

+5.1%3 years · per year$10,000 became $11,598 · $11,109+3.6%

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

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

4.00%Trailing 12-mo yield$400 · $478 a year on $10k4.78%

−5.1%Worst dropSmaller is better−12.5%

4.0%VolatilityLower is calmer9.6%

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

6–1IBTM wins

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

More Ways to See the Pairs

IBTM vs TLT: Top 5 Holdings

Today

IBTM

[…]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

IBTM vs TLT Returns, Every Period

iSharesIBTM

−0.4%

past year

TLTiShares

−4.6%

past year

IBTMTLTFaded: behind in that period

3–0IBTM wins

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

IBTM vs TLT

YTD

iSharesIBTM

−0.9%

TLTiShares

−2.5%

−0.9%Year to date−2.5%

−5.1%Worst drop · 1Y−12.5%

4.0%Volatility · 1Y9.6%

4.0%Yield4.8%

$632MAssets$48.8B

3–1IBTM wins

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

Cost, Income and Risk

Fees: IBTM, TLT, SGOV

Today

0.07%lowest, IBTM

FundExpense ratioFee$10k

IBTM0.07%$7

SGOV0.09%$9

TLT0.15%$15

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

Yields: IBTM, TLT, SGOV

4.78%highest, TLT

FundTrailing yieldYield$10k

TLT4.78%$478

IBTM4.00%$400

SGOV3.63%$363

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

Income After Fees on $10,000

$463most kept, TLT

TLT$478 − $15 = $463

IBTM$400 − $7 = $393

SGOV$363 − $9 = $354

KeptFee

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

Overlap: IBTM, TLT, SGOV

Today

[…]holdings […]

IBTMTLTSGOV

IBTM—[…][…]

TLT[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IBTMWorst drop−5.1%4.0% vol

TLTWorst drop−12.5%9.6% vol

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

Paid More vs Made More

YTD

TLTSGOV

−2.5%Year to date+3.1%

4.8%Yield3.6%

−4.6%Past year+3.7%

0.15%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

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