Compare · 3 funds side by side · dividends reinvested

TLT, IBTO 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

TLT, IBTO 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 2033 Term Treasury ETFBonds & Cash · Treasuries0.07%4.24%−1.1%−0.8%+4.9%[…]−5.8%4.4%$517M1.7

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 4, 2026 · returns include dividends · since: TLT 2002 · IBTO 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares 20+ Year Treasury Bond ETF · $48.8B$6,647

TLT

IBTO

iShares iBonds Dec 2033 Term Treasury ETF · $517M[…]

$10,000 five years ago, dividends reinvested

TLTMeasureIBTO

−2.5%Year to dateJan 1 → Nov 4−1.1%

−4.6%1 yearTotal return−0.8%

+3.6%3 years · per year$10,000 became $11,109 · $11,551+4.9%

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

0.15%Expense ratio$15 · $7 a year on $10k · lower is better0.07%

4.78%Trailing 12-mo yield$478 · $424 a year on $10k4.24%

−12.5%Worst dropSmaller is better−5.8%

9.6%VolatilityLower is calmer4.4%

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

1–6IBTO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TLT vs IBTO: Top 5 Holdings

Today

TLT

[…]in top 5

IBTO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

TLT vs IBTO Returns, Every Period

iSharesTLT

−4.6%

past year

IBTOiShares

−0.8%

past year

TLTIBTOFaded: behind in that period

0–3IBTO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TLT vs IBTO

YTD

iSharesTLT

−2.5%

IBTOiShares

−1.1%

−2.5%Year to date−1.1%

−12.5%Worst drop · 1Y−5.8%

9.6%Volatility · 1Y4.4%

4.8%Yield4.2%

$48.8BAssets$517M

3–1IBTO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TLT, IBTO, SGOV

Today

0.07%lowest, IBTO

FundExpense ratioFee$10k

IBTO0.07%$7

SGOV0.09%$9

TLT0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TLT, IBTO, SGOV

4.78%highest, TLT

FundTrailing yieldYield$10k

TLT4.78%$478

IBTO4.24%$424

SGOV3.63%$363

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$463most kept, TLT

TLT$478 − $15 = $463

IBTO$424 − $7 = $417

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TLT, IBTO, SGOV

Today

[…]holdings […]

TLTIBTOSGOV

TLT—[…][…]

IBTO[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 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

IBTOWorst drop−5.8%4.4% vol

TLTWorst drop−12.5%9.6% vol

End-of-day Nov 4, 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 4, 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 4, 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 4, 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 4, 2026