LDRI vs TLT

ALDRI

BTLT

Measures won3–1LDRI wins · of 6 · 5Y

$10,000 · 5Y$12,084SGOV · TLT $6,714

Lowest cost0.09%SGOV · $9 on $10k

Most income4.82%TLT · $482 on $10k

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

Held in common[…]LDRI and TLT

LDRI

TLT

iShares iBonds 1-5 Year TIPS Ladder ETF · $37MiShares 20+ Year Treasury Bond ETF · $48.3B

[…]3 years · per year[…] · $10,971+3.1%

[…]5 years · per year[…] · $6,714−7.7%

0.10%Expense ratio$10 · $15 on $10k · lower wins0.15%

4.48%12-mo yield$448 · $482 on $10k4.82%

−1.6%Worst dropSmaller wins−12.5%

2.0%VolatilityLower wins9.6%

3–1LDRI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLDRI · TLT

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

Held in common[…]

End-of-day Nov 3, 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%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BTLT	iShares 20+ Year Treasury Bond ETFRead Desk	0.15%	4.82%	−0.8%	−3.3%	−5.6%	+3.1%	−7.7%	−12.5%	$48.3B
3	ALDRI	iShares iBonds 1-5 Year TIPS Ladder ETFRead Desk	0.10%	4.48%	−0.1%	+1.9%	+2.4%	new	new	−1.6%	$37M

End-of-day Nov 3, 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%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BTLT	iShares 20+ Year Treasury Bond ETFRead Desk	0.15%	4.82%	−0.8%	−3.3%	−5.6%	+3.1%	−7.7%	−12.5%	$48.3B
3	ALDRI	iShares iBonds 1-5 Year TIPS Ladder ETFRead Desk	0.10%	4.48%	−0.1%	+1.9%	+2.4%	new	new	−1.6%	$37M

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

Cards for this view

LDRI vs TLT

LDRI

iShares iBonds 1-5 Year TIPS Ladder

[…]

TLT

iShares 20+ Year Treasury Bond

$6,714

MeasureLDRITLT

Fee0.10%0.15%

Cost on $10k a year$10$15

Yield4.48%4.82%

5 years, per year[…]−7.7%

3 years, per year[…]+3.1%

Worst drop · 1Y−1.6%−12.5%

Volatility · 1Y2.0%9.6%

3–1measures won
LDRI first

Nov 3, 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$48.1B

1–0BIL wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: LDRI, TLT, SGOV

Today

[…]holdings […]

LDRITLTSGOV

LDRI—[…][…]

TLT[…]—[…]

SGOV[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$467most kept, TLT

TLT$482 − $15 = $467

LDRI$448 − $10 = $438

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee