SPTS vs TLT

ASPTS

BTLT

Measures won5–1SPTS wins · of 6 · 5Y

$10,000 · 5Y$11,092SPTS · TLT $6,714

Lowest cost0.03%SPTS · $3 on $10k

Most income4.82%TLT · $482 on $10k

Smallest drop−1.0%SPTS · worst fall in 1Y

Held in common[…]SPTS and TLT

SPTS

TLT

State Street SPDR Portfolio Short Term Treasury ETF · $7.3BiShares 20+ Year Treasury Bond ETF · $48.3B

+4.2%3 years · per year$11,328 · $10,971+3.1%

+2.1%5 years · per year$11,092 · $6,714−7.7%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

3.86%12-mo yield$386 · $482 on $10k4.82%

−1.0%Worst dropSmaller wins−12.5%

1.3%VolatilityLower wins9.6%

5–1SPTS wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTS · 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	ASPTS	State Street SPDR Portfolio Short Term Treasury ETFRead Desk		0.03%	3.86%	0.0%	+1.4%	+2.2%	+4.2%	+2.1%	−1.0%	$7.3B
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

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	ASPTS	State Street SPDR Portfolio Short Term Treasury ETFRead Desk		0.03%	3.86%	0.0%	+1.4%	+2.2%	+4.2%	+2.1%	−1.0%	$7.3B
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

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

SPTS vs TLT

SPTS

SPDR Portfolio Short Term Treasury

$11,092

TLT

iShares 20+ Year Treasury Bond

$6,714

MeasureSPTSTLT

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield3.86%4.82%

5 years, per year+2.1%−7.7%

3 years, per year+4.2%+3.1%

Worst drop · 1Y−1.0%−12.5%

Volatility · 1Y1.3%9.6%

5–1measures won
SPTS first

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: SPTS, TLT

Today

[…]holdings […]

SPTSTLT

SPTS—[…]

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

SPTS$386 − $3 = $383

KeptFee

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