Compare · 2 funds side by side · dividends reinvested

TIPZ and TLT

TIPZPIMCO×TLTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,855TIPZ · best of the two

02 / 04

TIPZ and TLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO Broad U.S. TIPS Index Exchange-Traded FundBonds & Cash · Treasuries0.20%6.16%+0.9%−0.6%+4.4%−0.3%−4.1%4.0%$90M1.1

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.82%−3.3%−5.6%+3.1%−7.7%−12.5%9.6%$48.3B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: TIPZ 2009 · TLT 2002

Head to Head

Swap sides Versus in desk

Head to Head

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

TLT

TIPZ

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund · $90M$9,855

$10,000 five years ago, dividends reinvested

TLTMeasureTIPZ

−3.3%Year to dateJan 1 → Nov 3+0.9%

−5.6%1 yearTotal return−0.6%

+3.1%3 years · per year$10,000 became $10,971 · $11,378+4.4%

−7.7%5 years · per year$10,000 became $6,714 · $9,855−0.3%

0.15%Expense ratio$15 · $20 a year on $10k · lower is better0.20%

4.82%Trailing 12-mo yield$482 · $616 a year on $10k6.16%

−12.5%Worst dropSmaller is better−4.1%

9.6%VolatilityLower is calmer4.0%

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

1–7TIPZ wins

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

More Ways to See the Pairs

TLT vs TIPZ: Top 5 Holdings

Today

TLT

[…]in top 5

TIPZ

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

TLT vs TIPZ Returns, Every Period

iSharesTLT

−7.7%

5 years, per year

TIPZPIMCO

−0.3%

5 years, per year

TLTTIPZFaded: behind in that period

0–4TIPZ wins

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

TLT vs TIPZ

YTD

iSharesTLT

−3.3%

TIPZPIMCO

+0.9%

−3.3%Year to date+0.9%

−12.5%Worst drop · 1Y−4.1%

9.6%Volatility · 1Y4.0%

4.8%Yield6.2%

$48.3BAssets$89.6M

4–0TIPZ wins

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

Cost, Income and Risk

Fees: TIPZ, TLT

Today

0.15%lowest, TLT

FundExpense ratioFee$10k

TLT0.15%$15

TIPZ0.20%$20

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

Yields: TIPZ, TLT

6.16%highest, TIPZ

FundTrailing yieldYield$10k

TIPZ6.16%$616

TLT4.82%$482

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

Income After Fees on $10,000

$596most kept, TIPZ

TIPZ$616 − $20 = $596

TLT$482 − $15 = $467

KeptFee

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

Overlap: TIPZ, TLT

Today

[…]holdings […]

TIPZTLT

TIPZ—[…]

TLT[…]—

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

Return vs Bumpiness: 2 ETFs

−0.6%TIPZ, at 4.0% volatility

TIPZWorst drop−4.1%4.0% 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

TIPZTLT

+0.9%Year to date−3.3%

6.2%Yield4.8%

−0.6%Past year−5.6%

0.20%Fee0.15%

3–1TIPZ 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