DFGV vs TLT

ADFGV

BTLT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$6,647TLT

Lowest cost0.14%DFGV · $14 on $10k

Most income4.78%TLT · $478 on $10k

Smallest drop−12.5%TLT · worst fall in 1Y

Held in common[…]DFGV and TLT

DFGV

TLT

DFA Intermediate Government Fixed Income Portfolio · $6.1BiShares 20+ Year Treasury Bond ETF · $48.3B

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

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

0.14%Expense ratio$14 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $478 on $10k4.78%

[…]Worst dropSmaller wins−12.5%

[…]VolatilityLower wins9.6%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFGV · TLT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BTLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.78%	+0.8%	−2.5%	−4.6%	+3.6%	−7.8%	−12.5%	$48.3B
2	ADFGV	DFA Intermediate Government Fixed Income PortfolioRead Desk		0.14%	0.00%	+0.4%	new	new	new	new	[…]	$6.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BTLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.78%	+0.8%	−2.5%	−4.6%	+3.6%	−7.8%	−12.5%	$48.3B
2	ADFGV	DFA Intermediate Government Fixed Income PortfolioRead Desk		0.14%	0.00%	+0.4%	new	new	new	new	[…]	$6.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFGV vs TLT

DFGV

DFA Intermediate Government Fixed Income Portfolio

[…]

TLT

iShares 20+ Year Treasury Bond

$6,647

MeasureDFGVTLT

Fee0.14%0.15%

Cost on $10k a year$14$15

Yield0.00%4.78%

5 years, per year[…]−7.8%

3 years, per year[…]+3.6%

Worst drop · 1Y[…]−12.5%

Volatility · 1Y[…]9.6%

1–1measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFGV, TLT

Today

[…]holdings […]

DFGVTLT

DFGV—[…]

TLT[…]—

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

Income After Fees on $10,000

$463most kept, TLT

TLT$478 − $15 = $463

DFGV$0 − $14 = −$14

KeptFee

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