TLT vs TDTF

ATLT

BTDTF

Measures won2–4TDTF wins · of 6 · 5Y

$10,000 · 5Y$10,267TDTF · TLT $6,663

Lowest cost0.15%TLT · $15 on $10k

Most income4.77%TLT · $477 on $10k

Smallest drop−3.7%TDTF · worst fall in 1Y

Held in common[…]TLT and TDTF

TLT

TDTF

iShares 20+ Year Treasury Bond ETF · $49.1BNorthern Trust iBoxx 5-Year Target Duration TIPS ETF · $1.2B

+3.1%3 years · per year$10,947 · $11,409+4.5%

−7.8%5 years · per year$6,663 · $10,267+0.5%

0.15%Expense ratio$15 · $19 on $10k · lower wins0.19%

4.77%12-mo yield$477 · $470 on $10k4.70%

−12.5%Worst dropSmaller wins−3.7%

9.6%VolatilityLower wins3.2%

2–4TDTF wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLT · TDTF

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	BTDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	4.70%	0.0%	0.0%	+0.3%	+4.5%	+0.5%	−3.7%	$1.2B
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	BTDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	4.70%	0.0%	0.0%	+0.3%	+4.5%	+0.5%	−3.7%	$1.2B
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 TDTF

TLT

iShares 20+ Year Treasury Bond

$6,663

TDTF

Northern Trust iBoxx 5-Year Target Duration TIPS

$10,267

MeasureTLTTDTF

Fee0.15%0.19%

Cost on $10k a year$15$19

Yield4.77%4.70%

5 years, per year−7.8%+0.5%

3 years, per year+3.1%+4.5%

Worst drop · 1Y−12.5%−3.7%

Volatility · 1Y9.6%3.2%

4–2measures won
TDTF 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, TDTF

Today

[…]holdings […]

TLTTDTF

TLT—[…]

TDTF[…]—

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

TDTF$470 − $19 = $451

KeptFee

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