Compare · 2 funds side by side · dividends reinvested

UTWY and TLT

UTWYF/m×TLTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$6,684TLT · best of the two

02 / 04

UTWY and TLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

US Treasury 20 Year Bond ETFBonds & Cash · Treasuries0.15%4.89%−2.3%−3.4%+3.7%[…]−10.8%8.2%$12M1.0

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.78%−2.5%−4.6%+3.6%−7.8%−12.5%9.6%$48.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: UTWY 2023 · TLT 2002

Head to Head

Swap sides Versus in desk

Head to Head

US Treasury 20 Year Bond ETF · $12M[…]

UTWY

TLT

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

$10,000 five years ago, dividends reinvested

UTWYMeasureTLT

−2.3%Year to dateJan 1 → Nov 5−2.5%

−3.4%1 yearTotal return−4.6%

+3.7%3 years · per year$10,000 became $11,147 · $11,109+3.6%

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

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

4.89%Trailing 12-mo yield$489 · $478 a year on $10k4.78%

−10.8%Worst dropSmaller is better−12.5%

8.2%VolatilityLower is calmer9.6%

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

6–0UTWY wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UTWY vs TLT: Top 5 Holdings

Today

UTWY

[…]in top 5

TLT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

UTWY vs TLT Returns, Every Period

F/mUTWY

−3.4%

past year

TLTiShares

−4.6%

past year

UTWYTLTFaded: behind in that period

3–0UTWY wins

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

UTWY vs TLT

YTD

F/mUTWY

−2.3%

TLTiShares

−2.5%

−2.3%Year to date−2.5%

−10.8%Worst drop · 1Y−12.5%

8.2%Volatility · 1Y9.6%

4.9%Yield4.8%

$11.6MAssets$48.8B

4–0UTWY wins

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

Cost, Income and Risk

Fees: UTWY, TLT

Today

0.15%lowest, UTWY

FundExpense ratioFee$10k

UTWY0.15%$15

TLT0.15%$15

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

Yields: UTWY, TLT

4.89%highest, UTWY

FundTrailing yieldYield$10k

UTWY4.89%$489

TLT4.78%$478

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

Income After Fees on $10,000

$474most kept, UTWY

UTWY$489 − $15 = $474

TLT$478 − $15 = $463

KeptFee

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

Overlap: UTWY, TLT

Today

[…]holdings […]

UTWYTLT

UTWY—[…]

TLT[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−3.4%UTWY, at 8.2% volatility

UTWYWorst drop−10.8%8.2% 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

UTWYTLT

−2.3%Year to date−2.5%

4.9%Yield4.8%

−3.4%Past year−4.6%

0.15%Fee0.15%

3–0UTWY wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026