TLT vs STIP

ATLT

BSTIP

Measures won1–5STIP wins · of 6 · 5Y

$10,000 · 5Y$11,519STIP · TLT $6,647

Lowest cost0.03%STIP · $3 on $10k

Most income4.78%TLT · $478 on $10k

Smallest drop−1.4%STIP · worst fall in 1Y

Held in common[…]TLT and STIP

TLT

STIP

iShares 20+ Year Treasury Bond ETF · $48.3BiShares 0-5 Year TIPS Bond ETF · $16.8B

+3.6%3 years · per year$11,109 · $11,544+4.9%

−7.8%5 years · per year$6,647 · $11,519+2.9%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

4.78%12-mo yield$478 · $462 on $10k4.62%

−12.5%Worst dropSmaller wins−1.4%

9.6%VolatilityLower wins1.7%

1–5STIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLT · STIP

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	BSTIP	iShares 0-5 Year TIPS Bond ETFRead Desk		0.03%	4.62%	−0.2%	+1.8%	+2.1%	+4.9%	+2.9%	−1.4%	$16.8B
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%	$48.3B

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	BSTIP	iShares 0-5 Year TIPS Bond ETFRead Desk		0.03%	4.62%	−0.2%	+1.8%	+2.1%	+4.9%	+2.9%	−1.4%	$16.8B
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%	$48.3B

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 STIP

TLT

iShares 20+ Year Treasury Bond

$6,647

STIP

iShares 0-5 Year TIPS Bond

$11,519

MeasureTLTSTIP

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield4.78%4.62%

5 years, per year−7.8%+2.9%

3 years, per year+3.6%+4.9%

Worst drop · 1Y−12.5%−1.4%

Volatility · 1Y9.6%1.7%

5–1measures won
STIP 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, STIP

Today

[…]holdings […]

TLTSTIP

TLT—[…]

STIP[…]—

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

STIP$462 − $3 = $459

KeptFee

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