SPIP vs TLT

ASPIP

BTLT

Measures won6–0SPIP wins · of 6 · 5Y

$10,000 · 5Y$9,822SPIP · TLT $6,647

Lowest cost0.12%SPIP · $12 on $10k

Most income5.49%SPIP · $549 on $10k

Smallest drop−4.0%SPIP · worst fall in 1Y

Held in common[…]SPIP and TLT

SPIP

TLT

State Street SPDR Portfolio TIPS ETF · $1.1BiShares 20+ Year Treasury Bond ETF · $48.8B

+4.5%3 years · per year$11,404 · $11,109+3.6%

−0.4%5 years · per year$9,822 · $6,647−7.8%

0.12%Expense ratio$12 · $15 on $10k · lower wins0.15%

5.49%12-mo yield$549 · $478 on $10k4.78%

−4.0%Worst dropSmaller wins−12.5%

3.9%VolatilityLower wins9.6%

6–0SPIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPIP · 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	ASPIP	State Street SPDR Portfolio TIPS ETFRead Desk		0.12%	5.49%	0.0%	−0.1%	−0.4%	+4.5%	−0.4%	−4.0%	$1.1B
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	ASPIP	State Street SPDR Portfolio TIPS ETFRead Desk		0.12%	5.49%	0.0%	−0.1%	−0.4%	+4.5%	−0.4%	−4.0%	$1.1B
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

SPIP vs TLT

SPIP

SPDR Portfolio TIPS

$9,822

TLT

iShares 20+ Year Treasury Bond

$6,647

MeasureSPIPTLT

Fee0.12%0.15%

Cost on $10k a year$12$15

Yield5.49%4.78%

5 years, per year−0.4%−7.8%

3 years, per year+4.5%+3.6%

Worst drop · 1Y−4.0%−12.5%

Volatility · 1Y3.9%9.6%

6–0measures won
SPIP 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: SPIP, TLT

Today

[…]holdings […]

SPIPTLT

SPIP—[…]

TLT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$537most kept, SPIP

SPIP$549 − $12 = $537

TLT$478 − $15 = $463

KeptFee

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