TLT vs SPY

ATLT

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · TLT $6,647

Lowest cost0.09%SPY · $9 on $10k

Most income4.78%TLT · $478 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common[…]TLT and SPY

TLT

SPY

iShares 20+ Year Treasury Bond ETF · $48.8BState Street SPDR S&P 500 ETF · $805B

+3.6%3 years · per year$11,109 · $19,132+24.1%

−7.8%5 years · per year$6,647 · $18,060+12.6%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

4.78%12-mo yield$478 · $99 on $10k0.99%

−12.5%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLT · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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

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 SPY

TLT

iShares 20+ Year Treasury Bond

$6,647

SPY

SPDR S&P 500

$18,060

MeasureTLTSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield4.78%0.99%

5 years, per year−7.8%+12.6%

3 years, per year+3.6%+24.1%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y9.6%12.9%

4–2measures won
SPY first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: TLT, SPY

Today

[…]holdings […]

TLTSPY

TLT—[…]

SPY[…]—

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

SPY$99 − $9 = $90

KeptFee

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