Compare · 2 funds side by side · dividends reinvested

TLT and LIBD

TLTiShares×LIBDStone Ridge×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$6,647TLT · best of the two

02 / 04

TLT and LIBD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.78%−2.5%−4.6%+3.6%−7.8%−12.5%9.6%$48.3B1.3

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%3.91%−3.3%−5.3%[…][…]−11.0%8.3%$4M1.7

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 · LIBD 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

TLT

LIBD

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4M[…]

$10,000 five years ago, dividends reinvested

TLTMeasureLIBD

−2.5%Year to dateJan 1 → Nov 4−3.3%

−4.6%1 yearTotal return−5.3%

+3.6%3 years · per year$10,000 became $11,109 · […][…]

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

0.15%Expense ratio$15 · $25 a year on $10k · lower is better0.25%

4.78%Trailing 12-mo yield$478 · $391 a year on $10k3.91%

−12.5%Worst dropSmaller is better−11.0%

9.6%VolatilityLower is calmer8.3%

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

4–2TLT 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 LIBD: Top 5 Holdings

Today

TLT

[…]in top 5

LIBD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

TLT vs LIBD Returns, Every Period

iSharesTLT

−4.6%

past year

LIBDStone Ridge

−5.3%

past year

TLTLIBDFaded: behind in that period

2–0TLT wins

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

TLT vs LIBD

YTD

iSharesTLT

−2.5%

LIBDStone Ridge

−3.3%

−2.5%Year to date−3.3%

−12.5%Worst drop · 1Y−11.0%

9.6%Volatility · 1Y8.3%

4.8%Yield3.9%

$48.3BAssets$4.1M

2–2level

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

Cost, Income and Risk

Fees: TLT, LIBD

Today

0.15%lowest, TLT

FundExpense ratioFee$10k

TLT0.15%$15

LIBD0.25%$25

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

Yields: TLT, LIBD

4.78%highest, TLT

FundTrailing yieldYield$10k

TLT4.78%$478

LIBD3.91%$391

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

Income After Fees on $10,000

$463most kept, TLT

TLT$478 − $15 = $463

LIBD$391 − $25 = $366

KeptFee

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

Overlap: TLT, LIBD

Today

[…]holdings […]

TLTLIBD

TLT—[…]

LIBD[…]—

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

Return vs Bumpiness: 2 ETFs

−4.6%TLT, at 9.6% volatility

LIBDWorst drop−11.0%8.3% 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

TLTLIBD

−2.5%Year to date−3.3%

4.8%Yield3.9%

−4.6%Past year−5.3%

0.15%Fee0.25%

4–0TLT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

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