TIPX vs TLT

ATIPX

BTLT

Measures won5–0TIPX wins · of 6 · 5Y

$10,000 · 5Y$10,759TIPX · AGG $9,930

Lowest cost0.03%AGG · $3 on $10k

Most income5.11%TIPX · $511 on $10k

Smallest drop−2.9%TIPX · worst fall in 1Y

Held in common[…]TIPX and TLT

TIPX

TLT

State Street SPDR Bloomberg 1-10 Year TIPS ETF · $2.1BiShares 20+ Year Treasury Bond ETF · $48.3B

+4.8%3 years · per year$11,520 · $10,971+3.1%

+1.5%5 years · per year$10,759 · $6,714−7.7%

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

5.11%12-mo yield$511 · $482 on $10k4.82%

−2.9%Worst dropSmaller wins−12.5%

2.8%VolatilityLower wins9.6%

5–0TIPX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTIPX · 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

All Three

5Y3 funds

#
1	ATIPX	State Street SPDR Bloomberg 1-10 Year TIPS ETFRead Desk	0.15%	5.11%	−0.2%	+0.8%	+0.8%	+4.8%	+1.5%	−2.9%	$2.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	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

All Three

5Y3 funds

#
1	ATIPX	State Street SPDR Bloomberg 1-10 Year TIPS ETFRead Desk	0.15%	5.11%	−0.2%	+0.8%	+0.8%	+4.8%	+1.5%	−2.9%	$2.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	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

TIPX vs TLT

TIPX

SPDR Bloomberg 1-10 Year TIPS

$10,759

TLT

iShares 20+ Year Treasury Bond

$6,714

MeasureTIPXTLT

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield5.11%4.82%

5 years, per year+1.5%−7.7%

3 years, per year+4.8%+3.1%

Worst drop · 1Y−2.9%−12.5%

Volatility · 1Y2.8%9.6%

5–0measures won
TIPX first

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

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

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

Overlap: TIPX, TLT, AGG

Today

[…]holdings […]

TIPXTLTAGG

TIPX—[…][…]

TLT[…]—[…]

AGG[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$496most kept, TIPX

TIPX$511 − $15 = $496

TLT$482 − $15 = $467

AGG$415 − $3 = $412

KeptFee

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