TLT vs DFIP

ATLT

BDFIP

Measures won0–5DFIP wins · of 6 · 5Y

$10,000 · 5Y$10,414MUB · TLT $6,684

Lowest cost0.05%MUB · $5 on $10k

Most income5.31%DFIP · $531 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]TLT and DFIP

TLT

DFIP

iShares 20+ Year Treasury Bond ETF · $49.1BDimensional - Inflation-Protected Securities ETF · $1.1B

+3.8%3 years · per year$11,187 · $11,548+4.9%

−7.7%5 years · per year$6,684 · […][…]

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

4.77%12-mo yield$477 · $531 on $10k5.31%

−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 5, 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	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
2	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk	0.15%	4.77%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$49.1B
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B

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

All Three

5Y3 funds

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
2	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk	0.15%	4.77%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$49.1B
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B

End-of-day Nov 5, 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

$6,684

DFIP

Dimensional - Inflation-Protected Securities

[…]

MeasureTLTDFIP

Fee0.15%0.11%

Cost on $10k a year$15$11

Yield4.77%5.31%

5 years, per year−7.7%[…]

3 years, per year+3.8%+4.9%

Worst drop · 1Y−12.5%−4.3%

Volatility · 1Y9.6%3.7%

5–0measures won
DFIP first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TLT, DFIP, MUB

Today

[…]holdings […]

TLTDFIPMUB

TLT—[…][…]

DFIP[…]—[…]

MUB[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

TLT$477 − $15 = $462

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee