LIBD vs TLT

ALIBD

BTLT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$6,714TLT

Lowest cost0.15%TLT · $15 on $10k

Most income4.82%TLT · $482 on $10k

Smallest drop−11.0%LIBD · worst fall in 1Y

Held in common[…]LIBD and TLT

LIBD

TLT

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4MiShares 20+ Year Treasury Bond ETF · $48.3B

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

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

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

4.20%12-mo yield$420 · $482 on $10k4.82%

−11.0%Worst dropSmaller wins−12.5%

8.3%VolatilityLower wins9.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsLIBD · 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

Both

5Y2 funds

#			Trend
1	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
2	ALIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk		0.25%	4.20%	−0.3%	−3.1%	−5.6%	new	new	−11.0%	$4M

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

Both

5Y2 funds

#			Trend
1	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
2	ALIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk		0.25%	4.20%	−0.3%	−3.1%	−5.6%	new	new	−11.0%	$4M

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

LIBD vs TLT

LIBD

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income

[…]

TLT

iShares 20+ Year Treasury Bond

$6,714

MeasureLIBDTLT

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield4.20%4.82%

5 years, per year[…]−7.7%

3 years, per year[…]+3.1%

Worst drop · 1Y−11.0%−12.5%

Volatility · 1Y8.3%9.6%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: LIBD, TLT

Today

[…]holdings […]

LIBDTLT

LIBD—[…]

TLT[…]—

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

LIBD$420 − $25 = $395

KeptFee

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