TLT vs DFIP

ATLT

BDFIP

Measures won0–5DFIP wins · of 6 · 5Y

$10,000 · 5Y$10,150BNDX · TLT $6,647

Lowest cost0.07%BNDX · $7 on $10k

Most income5.32%DFIP · $532 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]TLT and DFIP

TLT

DFIP

iShares 20+ Year Treasury Bond ETF · $48.8BDimensional - Inflation-Protected Securities ETF · $1.1B

+3.6%3 years · per year$11,109 · $11,505+4.8%

−7.8%5 years · per year$6,647 · […][…]

0.15%Expense ratio$15 · $11 on $10k · lower wins0.11%

4.78%12-mo yield$478 · $532 on $10k5.32%

−12.5%Worst dropSmaller wins−4.3%

9.6%VolatilityLower wins3.7%

0–5DFIP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTLT · DFIP

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

All Three

5Y3 funds

#
1	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
2	ATLT	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
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.1%	−0.2%	−0.5%	+4.8%	new	−4.3%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
2	ATLT	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
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.1%	−0.2%	−0.5%	+4.8%	new	−4.3%	$1.1B

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

TLT vs DFIP

TLT

iShares 20+ Year Treasury Bond

$6,647

DFIP

Dimensional - Inflation-Protected Securities

[…]

MeasureTLTDFIP

Fee0.15%0.11%

Cost on $10k a year$15$11

Yield4.78%5.32%

5 years, per year−7.8%[…]

3 years, per year+3.6%+4.8%

Worst drop · 1Y−12.5%−4.3%

Volatility · 1Y9.6%3.7%

5–0measures won
DFIP 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: TLT, DFIP, BNDX

Today

[…]holdings […]

TLTDFIPBNDX

TLT—[…][…]

DFIP[…]—[…]

BNDX[…][…]—

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

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

TLT$478 − $15 = $463

BNDX$465 − $7 = $458

KeptFee

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