TLT vs LDRI

ATLT

BLDRI

Measures won1–3LDRI wins · of 6 · 5Y

$10,000 · 5Y$6,647TLT

Lowest cost0.10%LDRI · $10 on $10k

Most income4.78%TLT · $478 on $10k

Smallest drop−1.6%LDRI · worst fall in 1Y

Held in common[…]TLT and LDRI

TLT

LDRI

iShares 20+ Year Treasury Bond ETF · $48.3BiShares iBonds 1-5 Year TIPS Ladder ETF · $37M

+3.6%3 years · per year$11,109 · […][…]

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

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

4.78%12-mo yield$478 · $448 on $10k4.48%

−12.5%Worst dropSmaller wins−1.6%

9.6%VolatilityLower wins2.0%

1–3LDRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLT · LDRI

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	BLDRI	iShares iBonds 1-5 Year TIPS Ladder ETFRead Desk		0.10%	4.48%	−0.1%	+1.8%	+2.3%	new	new	−1.6%	$37M

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	BLDRI	iShares iBonds 1-5 Year TIPS Ladder ETFRead Desk		0.10%	4.48%	−0.1%	+1.8%	+2.3%	new	new	−1.6%	$37M

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 LDRI

TLT

iShares 20+ Year Treasury Bond

$6,647

LDRI

iShares iBonds 1-5 Year TIPS Ladder

[…]

MeasureTLTLDRI

Fee0.15%0.10%

Cost on $10k a year$15$10

Yield4.78%4.48%

5 years, per year−7.8%[…]

3 years, per year+3.6%[…]

Worst drop · 1Y−12.5%−1.6%

Volatility · 1Y9.6%2.0%

3–1measures won
LDRI 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, LDRI

Today

[…]holdings […]

TLTLDRI

TLT—[…]

LDRI[…]—

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

LDRI$448 − $10 = $438

KeptFee

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