TLT vs IBTO

ATLT

BIBTO

Measures won1–4IBTO wins · of 6 · 5Y

$10,000 · 5Y$6,647TLT

Lowest cost0.07%IBTO · $7 on $10k

Most income4.78%TLT · $478 on $10k

Smallest drop−5.8%IBTO · worst fall in 1Y

Held in common[…]TLT and IBTO

TLT

IBTO

iShares 20+ Year Treasury Bond ETF · $48.3BiShares iBonds Dec 2033 Term Treasury ETF · $515M

+3.6%3 years · per year$11,109 · $11,551+4.9%

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

0.15%Expense ratio$15 · $7 on $10k · lower wins0.07%

4.78%12-mo yield$478 · $424 on $10k4.24%

−12.5%Worst dropSmaller wins−5.8%

9.6%VolatilityLower wins4.4%

1–4IBTO wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLT · IBTO

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

Both

5Y2 funds

#			Trend
1	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.78%	+0.8%	−2.5%	−4.6%	+3.6%	−7.8%	−12.5%	$48.3B
2	BIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk		0.07%	4.24%	+0.4%	−1.1%	−0.8%	+4.9%	new	−5.8%	$515M

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

Both

5Y2 funds

#			Trend
1	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.78%	+0.8%	−2.5%	−4.6%	+3.6%	−7.8%	−12.5%	$48.3B
2	BIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk		0.07%	4.24%	+0.4%	−1.1%	−0.8%	+4.9%	new	−5.8%	$515M

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 IBTO

TLT

iShares 20+ Year Treasury Bond

$6,647

IBTO

iShares iBonds Dec 2033 Term Treasury

[…]

MeasureTLTIBTO

Fee0.15%0.07%

Cost on $10k a year$15$7

Yield4.78%4.24%

5 years, per year−7.8%[…]

3 years, per year+3.6%+4.9%

Worst drop · 1Y−12.5%−5.8%

Volatility · 1Y9.6%4.4%

4–1measures won
IBTO 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TLT, IBTO

Today

[…]holdings […]

TLTIBTO

TLT—[…]

IBTO[…]—

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

Income After Fees on $10,000

$463most kept, TLT

TLT$478 − $15 = $463

IBTO$424 − $7 = $417

KeptFee

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