Compare · 3 funds side by side · dividends reinvested

LTPZ, IBID and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

LTPZ, IBID 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.5

iShares iBonds Oct 2027 Term TIPS ETFBonds & Cash · Treasuries0.10%4.31%+3.4%+3.7%+5.4%[…]−0.6%1.1%$159M1.7

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundBonds & Cash · Treasuries0.20%6.75%−4.0%−6.0%+1.2%−7.3%−12.9%9.5%$1.2B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: LTPZ 2009 · IBID 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund · $1.2B$6,862

LTPZ

IBID

iShares iBonds Oct 2027 Term TIPS ETF · $159M[…]

$10,000 five years ago, dividends reinvested

LTPZMeasureIBID

−4.0%Year to dateJan 1 → Nov 9+3.4%

−6.0%1 yearTotal return+3.7%

+1.2%3 years · per year$10,000 became $10,362 · $11,719+5.4%

−7.3%5 years · per year$10,000 became $6,862 · […][…]

0.20%Expense ratio$20 · $10 a year on $10k · lower is better0.10%

6.75%Trailing 12-mo yield$675 · $431 a year on $10k4.31%

−12.9%Worst dropSmaller is better−0.6%

9.5%VolatilityLower is calmer1.1%

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

1–6IBID wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LTPZ vs IBID: Top 5 Holdings

Today

LTPZ

[…]in top 5

IBID

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

LTPZ vs IBID Returns, Every Period

PIMCOLTPZ

−6.0%

past year

IBIDiShares

+3.7%

past year

LTPZIBIDFaded: behind in that period

0–3IBID wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

LTPZ vs IBID

YTD

PIMCOLTPZ

−4.0%

IBIDiShares

+3.4%

−4.0%Year to date+3.4%

−12.9%Worst drop · 1Y−0.6%

9.5%Volatility · 1Y1.1%

6.7%Yield4.3%

$1.2BAssets$159M

3–1IBID wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LTPZ, IBID, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

IBID0.10%$10

LTPZ0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LTPZ, IBID, SGOV

6.75%highest, LTPZ

FundTrailing yieldYield$10k

LTPZ6.75%$675

IBID4.31%$431

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$655most kept, LTPZ

LTPZ$675 − $20 = $655

IBID$431 − $10 = $421

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LTPZ, IBID, SGOV

Today

[…]holdings […]

LTPZIBIDSGOV

LTPZ—[…][…]

IBID[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IBIDWorst drop−0.6%1.1% vol

LTPZWorst drop−12.9%9.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LTPZIBID

−4.0%Year to date+3.4%

6.7%Yield4.3%

−6.0%Past year+3.7%

0.20%Fee0.10%

3–1IBID wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026