IBTL vs TLT

AIBTL

BTLT

Measures won5–1IBTL wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · IBTL $9,533

Lowest cost0.07%IBTL · $7 on $10k

Most income4.77%TLT · $477 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]IBTL and TLT

IBTL

TLT

iShares iBonds Dec 2031 Term Treasury ETF · $795MiShares 20+ Year Treasury Bond ETF · $49.1B

+5.3%3 years · per year$11,673 · $11,187+3.8%

−1.0%5 years · per year$9,533 · $6,684−7.7%

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

3.97%12-mo yield$397 · $477 on $10k4.77%

−4.3%Worst dropSmaller wins−12.5%

3.5%VolatilityLower wins9.6%

5–1IBTL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBTL · 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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk	0.07%	3.97%	+0.4%	−0.3%	+0.2%	+5.3%	−1.0%	−4.3%	$795M
3	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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk	0.07%	3.97%	+0.4%	−0.3%	+0.2%	+5.3%	−1.0%	−4.3%	$795M
3	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

IBTL vs TLT

IBTL

iShares iBonds Dec 2031 Term Treasury

$9,533

TLT

iShares 20+ Year Treasury Bond

$6,684

MeasureIBTLTLT

Fee0.07%0.15%

Cost on $10k a year$7$15

Yield3.97%4.77%

5 years, per year−1.0%−7.7%

3 years, per year+5.3%+3.8%

Worst drop · 1Y−4.3%−12.5%

Volatility · 1Y3.5%9.6%

5–1measures won
IBTL first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

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

Overlap: IBTL, TLT, SGOV

Today

[…]holdings […]

IBTLTLTSGOV

IBTL—[…][…]

TLT[…]—[…]

SGOV[…][…]—

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

IBTL$397 − $7 = $390

SGOV$363 − $9 = $354

KeptFee

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