Compare · 3 funds side by side · dividends reinvested

TLT, LIBD 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, LIBD 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%$117B1.3

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.77%−2.3%−4.6%+3.8%−7.7%−12.5%9.6%$48.8B2.1

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%3.89%−2.8%−5.0%[…][…]−11.0%8.3%$4M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: TLT 2002 · LIBD 2025 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares 20+ Year Treasury Bond ETF · $48.8B$6,684

TLT

LIBD

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

$10,000 five years ago, dividends reinvested

TLTMeasureLIBD

−2.3%Year to dateJan 1 → Nov 5−2.8%

−4.6%1 yearTotal return−5.0%

+3.8%3 years · per year$10,000 became $11,187 · […][…]

−7.7%5 years · per year$10,000 became $6,684 · […][…]

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

4.77%Trailing 12-mo yield$477 · $389 a year on $10k3.89%

−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 5, 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 5, 2026 · share of each fund

TLT vs LIBD Returns, Every Period

iSharesTLT

−4.6%

past year

LIBDStone Ridge

−5.0%

past year

TLTLIBDFaded: behind in that period

2–0TLT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

TLT vs LIBD

YTD

iSharesTLT

−2.3%

LIBDStone Ridge

−2.8%

−2.3%Year to date−2.8%

−12.5%Worst drop · 1Y−11.0%

9.6%Volatility · 1Y8.3%

4.8%Yield3.9%

$48.8BAssets$4.0M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TLT, LIBD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

TLT0.15%$15

LIBD0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TLT, LIBD, SGOV

4.77%highest, TLT

FundTrailing yieldYield$10k

TLT4.77%$477

LIBD3.89%$389

SGOV3.63%$363

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$462most kept, TLT

TLT$477 − $15 = $462

LIBD$389 − $25 = $364

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TLT, LIBD, SGOV

Today

[…]holdings […]

TLTLIBDSGOV

TLT—[…][…]

LIBD[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 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

LIBDWorst drop−11.0%8.3% vol

TLTWorst drop−12.5%9.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TLTSGOV

−2.3%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 5, 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 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026