SPY vs TLH5YSPYSPYAvsBTLHTLHState Street SPDR S&P 500 ETF · $793BiShares 10-20 Year Treasury Bond ETF · $12.1BReturns · dividends in+21.6%3 years · per year$17,968 · $10,845+2.7%+11.6%5 years · per year$17,337 · $7,649−5.2%Cost and income0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%1.00%12-mo yield$100 · $475 on $10k4.75%Risk · 1 yearEnd-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B2BTLHiShares 10-20 Year Treasury Bond ETFReadDesk0.15%4.75%−1.2%−4.1%−5.2%+2.7%−5.2%−10.3%$12.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B2BTLHiShares 10-20 Year Treasury Bond ETFReadDesk0.15%4.75%−1.2%−4.1%−5.2%+2.7%−5.2%−10.3%$12.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: SPY, TLHToday[…]holdings […]SPYTLHSPY—[…]TLH[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SPY vs TLH5YASPYSPDR S&P 500$17,337vsTLHBiShares 10-20 Year Treasury Bond$7,650$10k$15kNov 2021Nov 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: SPY, TLHToday[…]holdings […]SPYTLHSPY—[…]TLH[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$460most kept, TLHTLH$475 − $15 = $460SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee