IBTG vs TLT

AIBTG

BTLT

Measures won5–1IBTG wins · of 6 · 5Y

$10,000 · 5Y$10,693IBTG · TLT $6,684

Lowest cost0.07%IBTG · $7 on $10k

Most income4.77%TLT · $477 on $10k

Smallest drop−0.1%IBTG · worst fall in 1Y

Held in common[…]IBTG and TLT

IBTG

TLT

iShares iBonds Dec 2026 Term Treasury ETF · $1.8BiShares 20+ Year Treasury Bond ETF · $48.8B

+4.8%3 years · per year$11,495 · $11,187+3.8%

+1.3%5 years · per year$10,693 · $6,684−7.7%

0.07%Expense ratio$7 · $15 on $10k · lower wins0.15%

3.85%12-mo yield$385 · $477 on $10k4.77%

−0.1%Worst dropSmaller wins−12.5%

0.5%VolatilityLower wins9.6%

5–1IBTG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBTG · TLT

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

Held in common[…]

End-of-day Nov 5, 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	AIBTG	iShares iBonds Dec 2026 Term Treasury ETFRead Desk		0.07%	3.85%	0.0%	+3.0%	+3.7%	+4.8%	+1.3%	−0.1%	$1.8B
2	BTLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.77%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$48.8B

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

Both

5Y2 funds

#			Trend
1	AIBTG	iShares iBonds Dec 2026 Term Treasury ETFRead Desk		0.07%	3.85%	0.0%	+3.0%	+3.7%	+4.8%	+1.3%	−0.1%	$1.8B
2	BTLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.77%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$48.8B

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

Cards for this view

IBTG vs TLT

IBTG

iShares iBonds Dec 2026 Term Treasury

$10,693

TLT

iShares 20+ Year Treasury Bond

$6,684

MeasureIBTGTLT

Fee0.07%0.15%

Cost on $10k a year$7$15

Yield3.85%4.77%

5 years, per year+1.3%−7.7%

3 years, per year+4.8%+3.8%

Worst drop · 1Y−0.1%−12.5%

Volatility · 1Y0.5%9.6%

5–1measures won
IBTG first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IBTG, TLT

Today

[…]holdings […]

IBTGTLT

IBTG—[…]

TLT[…]—

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

Income After Fees on $10,000

$462most kept, TLT

TLT$477 − $15 = $462

IBTG$385 − $7 = $378

KeptFee

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