Compare · 3 funds side by side · dividends reinvested

TLT, IVV and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

TLT, IVV and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

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%$117B1.8

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.77%−2.3%−3.6%+3.1%−7.8%−12.5%9.6%$48.9B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: TLT 2002 · IVV 2000 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares 20+ Year Treasury Bond ETF · $48.9B$6,663

TLT

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested

TLTMeasureIVV

−2.3%Year to dateJan 1 → Nov 6+8.7%

−3.6%1 yearTotal return+9.8%

+3.1%3 years · per year$10,000 became $10,947 · $18,084+21.8%

−7.8%5 years · per year$10,000 became $6,663 · $17,177+11.4%

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

4.77%Trailing 12-mo yield$477 · $114 a year on $10k1.14%

−12.5%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer13.6%

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

2–6IVV wins

End-of-day Nov 6, 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 527.8%

TLTStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

TLT vs IVV Returns, Every Period

iSharesTLT

−7.8%

5 years, per year

IVViShares

+11.4%

5 years, per year

TLTIVVFaded: behind in that period

0–4IVV wins

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

TLT vs SGOV

YTD

iSharesTLT

−2.3%

SGOViShares

+3.2%

−2.3%Year to date+3.2%

−12.5%Worst drop · 1Y+0.0%

9.6%Volatility · 1Y0.2%

4.8%Yield3.6%

$48.9BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: TLT, IVV, SGOV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SGOV0.09%$9

TLT0.15%$15

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

Yields: TLT, IVV, SGOV

4.77%highest, TLT

FundTrailing yieldYield$10k

TLT4.77%$477

SGOV3.63%$363

IVV1.14%$114

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

Income After Fees on $10,000

$462most kept, TLT

TLT$477 − $15 = $462

SGOV$363 − $9 = $354

IVV$114 − $3 = $111

KeptFee

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

Overlap: TLT, IVV, SGOV

Today

[…]holdings […]

TLTIVVSGOV

TLT—[…][…]

IVV[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SGOVWorst drop0.0%0.2% vol

TLTWorst drop−12.5%9.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

TLTIVV

−2.3%Year to date+8.7%

4.8%Yield1.1%

−3.6%Past year+9.8%

0.15%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026