Compare · 3 funds side by side · dividends reinvested

TIPX, TLT and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,822TIPX · best of the three

02 / 04

TIPX, TLT and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Bloomberg 1-10 Year TIPS ETFBonds & Cash · Treasuries0.15%5.11%+0.9%+1.2%+4.8%+1.6%−2.9%2.8%$2.1B1.3

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B1.9

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.77%−2.3%−3.6%+3.1%−7.8%−12.5%9.6%$49.1B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: TIPX 2013 · TLT 2002 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg 1-10 Year TIPS ETF · $2.1B$10,822

TIPX

TLT

iShares 20+ Year Treasury Bond ETF · $49.1B$6,663

$10,000 five years ago, dividends reinvested

TIPXMeasureTLT

+0.9%Year to dateJan 1 → Nov 6−2.3%

+1.2%1 yearTotal return−3.6%

+4.8%3 years · per year$10,000 became $11,496 · $10,947+3.1%

+1.6%5 years · per year$10,000 became $10,822 · $6,663−7.8%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

5.11%Trailing 12-mo yield$511 · $477 a year on $10k4.77%

−2.9%Worst dropSmaller is better−12.5%

2.8%VolatilityLower is calmer9.6%

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

7–0TIPX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TIPX vs TLT: Top 5 Holdings

Today

TIPX

[…]in top 5

TLT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

TIPX vs TLT Returns, Every Period

SPDRTIPX

+1.6%

5 years, per year

TLTiShares

−7.8%

5 years, per year

TIPXTLTFaded: behind in that period

4–0TIPX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

TIPX vs TLT

YTD

SPDRTIPX

+0.9%

TLTiShares

−2.3%

+0.9%Year to date−2.3%

−2.9%Worst drop · 1Y−12.5%

2.8%Volatility · 1Y9.6%

5.1%Yield4.8%

$2.1BAssets$49.1B

4–0TIPX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TIPX, TLT, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

TIPX0.15%$15

TLT0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TIPX, TLT, AGG

5.11%highest, TIPX

FundTrailing yieldYield$10k

TIPX5.11%$511

TLT4.77%$477

AGG4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$496most kept, TIPX

TIPX$511 − $15 = $496

TLT$477 − $15 = $462

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TIPX, TLT, AGG

Today

[…]holdings […]

TIPXTLTAGG

TIPX—[…][…]

TLT[…]—[…]

AGG[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+1.2%TIPX, at 2.8% volatility

TIPXWorst drop−2.9%2.8% vol

AGGWorst drop−4.6%4.1% vol

TLTWorst drop−12.5%9.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

TIPXAGG

+0.9%Year to date−0.0%

5.1%Yield4.1%

+1.2%Past year+0.7%

0.15%Fee0.03%

3–1TIPX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026