IBTK vs TLT

AIBTK

BTLT

Measures won5–1IBTK wins · of 6 · 5Y

$10,000 · 5Y$9,792IBTK · TLT $6,684

Lowest cost0.07%IBTK · $7 on $10k

Most income4.77%TLT · $477 on $10k

Smallest drop−3.3%IBTK · worst fall in 1Y

Held in common[…]IBTK and TLT

IBTK

TLT

iShares iBonds Dec 2030 Term Treasury ETF · $1.2BiShares 20+ Year Treasury Bond ETF · $49.1B

+5.2%3 years · per year$11,652 · $11,187+3.8%

−0.4%5 years · per year$9,792 · $6,684−7.7%

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

3.78%12-mo yield$378 · $477 on $10k4.77%

−3.3%Worst dropSmaller wins−12.5%

2.8%VolatilityLower wins9.6%

5–1IBTK wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBTK · 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	AIBTK	iShares iBonds Dec 2030 Term Treasury ETFRead Desk		0.07%	3.78%	+0.3%	+0.1%	+0.6%	+5.2%	−0.4%	−3.3%	$1.2B
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%	$49.1B

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	AIBTK	iShares iBonds Dec 2030 Term Treasury ETFRead Desk		0.07%	3.78%	+0.3%	+0.1%	+0.6%	+5.2%	−0.4%	−3.3%	$1.2B
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%	$49.1B

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

IBTK vs TLT

IBTK

iShares iBonds Dec 2030 Term Treasury

$9,792

TLT

iShares 20+ Year Treasury Bond

$6,684

MeasureIBTKTLT

Fee0.07%0.15%

Cost on $10k a year$7$15

Yield3.78%4.77%

5 years, per year−0.4%−7.7%

3 years, per year+5.2%+3.8%

Worst drop · 1Y−3.3%−12.5%

Volatility · 1Y2.8%9.6%

5–1measures won
IBTK 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IBTK, TLT

Today

[…]holdings […]

IBTKTLT

IBTK—[…]

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

IBTK$378 − $7 = $371

KeptFee

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