TDTF vs TLT

ATDTF

BTLT

Measures won4–2TDTF wins · of 6 · 5Y

$10,000 · 5Y$10,204TDTF · TLT $6,714

Lowest cost0.15%TLT · $15 on $10k

Most income4.82%TLT · $482 on $10k

Smallest drop−3.7%TDTF · worst fall in 1Y

Held in common[…]TDTF and TLT

TDTF

TLT

Northern Trust iBoxx 5-Year Target Duration TIPS ETF · $1.2BiShares 20+ Year Treasury Bond ETF · $48.3B

+4.5%3 years · per year$11,428 · $10,971+3.1%

+0.4%5 years · per year$10,204 · $6,714−7.7%

0.19%Expense ratio$19 · $15 on $10k · lower wins0.15%

4.70%12-mo yield$470 · $482 on $10k4.82%

−3.7%Worst dropSmaller wins−12.5%

3.2%VolatilityLower wins9.6%

4–2TDTF wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDTF · 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	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	4.70%	−0.2%	−0.2%	−0.2%	+4.5%	+0.4%	−3.7%	$1.2B
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	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	4.70%	−0.2%	−0.2%	−0.2%	+4.5%	+0.4%	−3.7%	$1.2B
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

TDTF vs TLT

TDTF

Northern Trust iBoxx 5-Year Target Duration TIPS

$10,204

TLT

iShares 20+ Year Treasury Bond

$6,714

MeasureTDTFTLT

Fee0.19%0.15%

Cost on $10k a year$19$15

Yield4.70%4.82%

5 years, per year+0.4%−7.7%

3 years, per year+4.5%+3.1%

Worst drop · 1Y−3.7%−12.5%

Volatility · 1Y3.2%9.6%

4–2measures won
TDTF 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: TDTF, TLT

Today

[…]holdings […]

TDTFTLT

TDTF—[…]

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

TDTF$470 − $19 = $451

KeptFee

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