Compare · 2 funds side by side · dividends reinvested

TLT and IVV

TLTiShares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

TLT and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.3

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.78%−2.5%−4.6%+3.6%−7.8%−12.5%9.6%$48.3B1.8

Rank among the two1st → 2ndFee, 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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares 20+ Year Treasury Bond ETF · $48.3B$6,647

TLT

IVV

iShares Core S&P 500 ETF · $872B$18,118

$10,000 five years ago, dividends reinvested

TLTMeasureIVV

−2.5%Year to dateJan 1 → Nov 4+13.4%

−4.6%1 yearTotal return+13.5%

+3.6%3 years · per year$10,000 became $11,109 · $19,178+24.2%

−7.8%5 years · per year$10,000 became $6,647 · $18,118+12.6%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

4.78%Trailing 12-mo yield$478 · $109 a year on $10k1.09%

−12.5%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer12.9%

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

2–6IVV 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 IVV: Top 5 Holdings

Today

TLT

[…]in top 5

IVV

in top 527.3%

TLTStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

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

TLT vs IVV Returns, Every Period

iSharesTLT

−7.8%

5 years, per year

IVViShares

+12.6%

5 years, per year

TLTIVVFaded: behind in that period

0–4IVV wins

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

Bonds vs Core: TLT vs IVV

YTD

iSharesTLT

−2.5%

IVViShares

+13.4%

−2.5%Year to date+13.4%

−12.5%Worst drop · 1Y−8.9%

9.6%Volatility · 1Y12.9%

4.8%Yield1.1%

$48.3BAssets$872B

2–2level

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

Cost, Income and Risk

Fees: TLT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TLT0.15%$15

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

Yields: TLT, IVV

4.78%highest, TLT

FundTrailing yieldYield$10k

TLT4.78%$478

IVV1.09%$109

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

Income After Fees on $10,000

$463most kept, TLT

TLT$478 − $15 = $463

IVV$109 − $3 = $106

KeptFee

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

Overlap: TLT, IVV

Today

[…]holdings […]

TLTIVV

TLT—[…]

IVV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

TLTWorst drop−12.5%9.6% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TLTIVV

−2.5%Year to date+13.4%

4.8%Yield1.1%

−4.6%Past year+13.5%

0.15%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026