IBTL vs TLT

AIBTL

BTLT

Measures won5–1IBTL wins · of 6 · 5Y

$10,000 · 5Y$9,550IBTL · TLT $6,647

Lowest cost0.07%IBTL · $7 on $10k

Most income4.78%TLT · $478 on $10k

Smallest drop−4.3%IBTL · worst fall in 1Y

Held in common[…]IBTL and TLT

IBTL

TLT

iShares iBonds Dec 2031 Term Treasury ETF · $766MiShares 20+ Year Treasury Bond ETF · $48.3B

+5.1%3 years · per year$11,605 · $11,109+3.6%

−0.9%5 years · per year$9,550 · $6,647−7.8%

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

3.99%12-mo yield$399 · $478 on $10k4.78%

−4.3%Worst dropSmaller wins−12.5%

3.5%VolatilityLower wins9.6%

5–1IBTL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBTL · 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	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk		0.07%	3.99%	+0.3%	−0.7%	−0.1%	+5.1%	−0.9%	−4.3%	$766M
2	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

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	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk		0.07%	3.99%	+0.3%	−0.7%	−0.1%	+5.1%	−0.9%	−4.3%	$766M
2	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

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

IBTL vs TLT

IBTL

iShares iBonds Dec 2031 Term Treasury

$9,550

TLT

iShares 20+ Year Treasury Bond

$6,647

MeasureIBTLTLT

Fee0.07%0.15%

Cost on $10k a year$7$15

Yield3.99%4.78%

5 years, per year−0.9%−7.8%

3 years, per year+5.1%+3.6%

Worst drop · 1Y−4.3%−12.5%

Volatility · 1Y3.5%9.6%

5–1measures won
IBTL first

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: IBTL, TLT

Today

[…]holdings […]

IBTLTLT

IBTL—[…]

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

IBTL$399 − $7 = $392

KeptFee

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