TLT vs IEI

ATLT

BIEI

Measures won1–4IEI wins · of 6 · 5Y

$10,000 · 5Y$10,243IEI · TLT $6,663

Lowest cost0.15%TLT · $15 on $10k

Most income4.77%TLT · $477 on $10k

Smallest drop−4.0%IEI · worst fall in 1Y

Held in common[…]TLT and IEI

TLT

IEI

iShares 20+ Year Treasury Bond ETF · $49.1BiShares 3-7 Year Treasury Bond ETF · $17.0B

+3.1%3 years · per year$10,947 · $11,328+4.2%

−7.8%5 years · per year$6,663 · $10,243+0.5%

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

4.77%12-mo yield$477 · $379 on $10k3.79%

−12.5%Worst dropSmaller wins−4.0%

9.6%VolatilityLower wins3.2%

1–4IEI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLT · IEI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	BIEI	iShares 3-7 Year Treasury Bond ETFRead Desk		0.15%	3.79%	−0.1%	−0.3%	+0.4%	+4.2%	+0.5%	−4.0%	$17.0B
2	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.77%	0.0%	−2.3%	−3.6%	+3.1%	−7.8%	−12.5%	$49.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIEI	iShares 3-7 Year Treasury Bond ETFRead Desk		0.15%	3.79%	−0.1%	−0.3%	+0.4%	+4.2%	+0.5%	−4.0%	$17.0B
2	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.77%	0.0%	−2.3%	−3.6%	+3.1%	−7.8%	−12.5%	$49.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TLT vs IEI

TLT

iShares 20+ Year Treasury Bond

$6,663

IEI

iShares 3-7 Year Treasury Bond

$10,243

MeasureTLTIEI

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield4.77%3.79%

5 years, per year−7.8%+0.5%

3 years, per year+3.1%+4.2%

Worst drop · 1Y−12.5%−4.0%

Volatility · 1Y9.6%3.2%

4–1measures won
IEI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TLT, IEI

Today

[…]holdings […]

TLTIEI

TLT—[…]

IEI[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, TLT

TLT$477 − $15 = $462

IEI$379 − $15 = $364

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee