IEF vs TLT

AIEF

BTLT

Measures won4–1IEF wins · of 6 · 5Y

$10,000 · 5Y$9,334IEF · TLT $6,647

Lowest cost0.15%IEF · $15 on $10k

Most income4.78%TLT · $478 on $10k

Smallest drop−6.8%IEF · worst fall in 1Y

Held in common[…]IEF and TLT

IEF

TLT

iShares 7-10 Year Treasury Bond ETF · $44.6BiShares 20+ Year Treasury Bond ETF · $48.8B

+4.6%3 years · per year$11,453 · $11,109+3.6%

−1.4%5 years · per year$9,334 · $6,647−7.8%

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

4.06%12-mo yield$406 · $478 on $10k4.78%

−6.8%Worst dropSmaller wins−12.5%

5.0%VolatilityLower wins9.6%

4–1IEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEF · 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	AIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.06%	+0.5%	−1.5%	−1.2%	+4.6%	−1.4%	−6.8%	$44.6B
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%	$48.8B

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	AIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.06%	+0.5%	−1.5%	−1.2%	+4.6%	−1.4%	−6.8%	$44.6B
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%	$48.8B

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

IEF vs TLT

IEF

iShares 7-10 Year Treasury Bond

$9,334

TLT

iShares 20+ Year Treasury Bond

$6,647

MeasureIEFTLT

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield4.06%4.78%

5 years, per year−1.4%−7.8%

3 years, per year+4.6%+3.6%

Worst drop · 1Y−6.8%−12.5%

Volatility · 1Y5.0%9.6%

4–1measures won
IEF 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IEF, TLT

Today

[…]holdings […]

IEFTLT

IEF—[…]

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

IEF$406 − $15 = $391

KeptFee

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