Compare · 2 funds side by side · dividends reinvested

LIAE and TLT

LIAEStone Ridge×TLTiShares×

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

02 / 04

LIAE and TLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stone Ridge Trust - LifeX 2050 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%5.74%−2.1%−3.3%[…][…]−7.7%5.8%$3M1.2

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.82%−3.3%−5.6%+3.1%−7.7%−12.5%9.6%$48.3B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: LIAE 2024 · TLT 2002

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - LifeX 2050 Inflation-Protected Longevity Income ETF · $3M[…]

LIAE

TLT

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

$10,000 five years ago, dividends reinvested

LIAEMeasureTLT

−2.1%Year to dateJan 1 → Nov 3−3.3%

−3.3%1 yearTotal return−5.6%

[…]3 years · per year$10,000 became […] · $10,971+3.1%

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

0.25%Expense ratio$25 · $15 a year on $10k · lower is better0.15%

5.74%Trailing 12-mo yield$574 · $482 a year on $10k4.82%

−7.7%Worst dropSmaller is better−12.5%

5.8%VolatilityLower is calmer9.6%

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

5–1LIAE wins

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

More Ways to See the Pairs

LIAE vs TLT: Top 5 Holdings

Today

LIAE

[…]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

LIAE vs TLT Returns, Every Period

Stone RidgeLIAE

−3.3%

past year

TLTiShares

−5.6%

past year

LIAETLTFaded: behind in that period

2–0LIAE wins

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

LIAE vs TLT

YTD

Stone RidgeLIAE

−2.1%

TLTiShares

−3.3%

−2.1%Year to date−3.3%

−7.7%Worst drop · 1Y−12.5%

5.8%Volatility · 1Y9.6%

5.7%Yield4.8%

$3.2MAssets$48.3B

4–0LIAE wins

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

Cost, Income and Risk

Fees: LIAE, TLT

Today

0.15%lowest, TLT

FundExpense ratioFee$10k

TLT0.15%$15

LIAE0.25%$25

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

Yields: LIAE, TLT

5.74%highest, LIAE

FundTrailing yieldYield$10k

LIAE5.74%$574

TLT4.82%$482

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

Income After Fees on $10,000

$549most kept, LIAE

LIAE$574 − $25 = $549

TLT$482 − $15 = $467

KeptFee

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

Overlap: LIAE, TLT

Today

[…]holdings […]

LIAETLT

LIAE—[…]

TLT[…]—

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

Return vs Bumpiness: 2 ETFs

−3.3%LIAE, at 5.8% volatility

LIAEWorst drop−7.7%5.8% 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

LIAETLT

−2.1%Year to date−3.3%

5.7%Yield4.8%

−3.3%Past year−5.6%

0.25%Fee0.15%

3–1LIAE 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