TLT vs TIPZ

ATLT

BTIPZ

Measures won1–5TIPZ wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · TIPZ $9,917

Lowest cost0.09%SGOV · $9 on $10k

Most income6.15%TIPZ · $615 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]TLT and TIPZ

TLT

TIPZ

iShares 20+ Year Treasury Bond ETF · $49.1BPIMCO Broad U.S. TIPS Index Exchange-Traded Fund · $89M

+3.8%3 years · per year$11,187 · $11,433+4.6%

−7.7%5 years · per year$6,684 · $9,917−0.2%

0.15%Expense ratio$15 · $20 on $10k · lower wins0.20%

4.77%12-mo yield$477 · $615 on $10k6.15%

−12.5%Worst dropSmaller wins−4.1%

9.6%VolatilityLower wins4.0%

1–5TIPZ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTLT · TIPZ

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

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	BTIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk	0.20%	6.15%	+0.2%	+1.0%	−0.4%	+4.6%	−0.2%	−4.1%	$89M
3	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk	0.15%	4.77%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$49.1B

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	BTIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk	0.20%	6.15%	+0.2%	+1.0%	−0.4%	+4.6%	−0.2%	−4.1%	$89M
3	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk	0.15%	4.77%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$49.1B

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

Cards for this view

TLT vs TIPZ

TLT

iShares 20+ Year Treasury Bond

$6,684

TIPZ

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund

$9,917

MeasureTLTTIPZ

Fee0.15%0.20%

Cost on $10k a year$15$20

Yield4.77%6.15%

5 years, per year−7.7%−0.2%

3 years, per year+3.8%+4.6%

Worst drop · 1Y−12.5%−4.1%

Volatility · 1Y9.6%4.0%

5–1measures won
TIPZ first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TLT, TIPZ, SGOV

Today

[…]holdings […]

TLTTIPZSGOV

TLT—[…][…]

TIPZ[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$595most kept, TIPZ

TIPZ$615 − $20 = $595

TLT$477 − $15 = $462

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee