Compare · 2 funds side by side · dividends reinvested

TLT and TIPZ

TLTiShares×TIPZPIMCO×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,943TIPZ · best of the two

02 / 04

TLT and TIPZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO Broad U.S. TIPS Index Exchange-Traded FundBonds & Cash · Treasuries0.20%6.15%+1.1%+0.0%+4.3%−0.1%−4.1%4.0%$92M1.1

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.77%−2.3%−3.6%+3.1%−7.8%−12.5%9.6%$48.9B1.9

Rank among the two1st → 2ndFee, 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 · TIPZ 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

TLT

TIPZ

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund · $92M$9,943

$10,000 five years ago, dividends reinvested

TLTMeasureTIPZ

−2.3%Year to dateJan 1 → Nov 6+1.1%

−3.6%1 yearTotal return+0.0%

+3.1%3 years · per year$10,000 became $10,947 · $11,340+4.3%

−7.8%5 years · per year$10,000 became $6,663 · $9,943−0.1%

0.15%Expense ratio$15 · $20 a year on $10k · lower is better0.20%

4.77%Trailing 12-mo yield$477 · $615 a year on $10k6.15%

−12.5%Worst dropSmaller is better−4.1%

9.6%VolatilityLower is calmer4.0%

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

1–7TIPZ 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 TIPZ: Top 5 Holdings

Today

TLT

[…]in top 5

TIPZ

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

TLT vs TIPZ Returns, Every Period

iSharesTLT

−7.8%

5 years, per year

TIPZPIMCO

−0.1%

5 years, per year

TLTTIPZFaded: behind in that period

0–4TIPZ wins

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

TLT vs TIPZ

YTD

iSharesTLT

−2.3%

TIPZPIMCO

+1.1%

−2.3%Year to date+1.1%

−12.5%Worst drop · 1Y−4.1%

9.6%Volatility · 1Y4.0%

4.8%Yield6.1%

$48.9BAssets$92.0M

4–0TIPZ wins

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

Cost, Income and Risk

Fees: TLT, TIPZ

Today

0.15%lowest, TLT

FundExpense ratioFee$10k

TLT0.15%$15

TIPZ0.20%$20

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

Yields: TLT, TIPZ

6.15%highest, TIPZ

FundTrailing yieldYield$10k

TIPZ6.15%$615

TLT4.77%$477

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

Income After Fees on $10,000

$595most kept, TIPZ

TIPZ$615 − $20 = $595

TLT$477 − $15 = $462

KeptFee

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

Overlap: TLT, TIPZ

Today

[…]holdings […]

TLTTIPZ

TLT—[…]

TIPZ[…]—

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

Return vs Bumpiness: 2 ETFs

+0.0%TIPZ, at 4.0% volatility

TIPZWorst drop−4.1%4.0% vol

TLTWorst drop−12.5%9.6% vol

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

Paid More vs Made More

YTD

TIPZTLT

+1.1%Year to date−2.3%

6.1%Yield4.8%

+0.0%Past year−3.6%

0.20%Fee0.15%

3–1TIPZ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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