TROT vs TLT

ATROT

BTLT

Measures won0–1TLT wins · of 6 · 5Y

$10,000 · 5Y$6,663TLT

Lowest cost0.15%TROT · $15 on $10k

Most income4.77%TLT · $477 on $10k

Smallest drop−12.5%TLT · worst fall in 1Y

Held in common[…]TROT and TLT

TROT

TLT

Invesco MSCI Treasury Duration Rotation ETF · $2MiShares 20+ Year Treasury Bond ETF · $48.9B

[…]3 years · per year[…] · $10,947+3.1%

[…]5 years · per year[…] · $6,663−7.8%

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

2.34%12-mo yield$234 · $477 on $10k4.77%

[…]Worst dropSmaller wins−12.5%

[…]VolatilityLower wins9.6%

0–1TLT wins

$10,000 · 5 yearsOne scale

Shared top holdingsTROT · TLT

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	BTLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.77%	0.0%	−2.3%	−3.6%	+3.1%	−7.8%	−12.5%	$48.9B
2	ATROT	Invesco MSCI Treasury Duration Rotation ETFRead Desk		0.15%	2.34%	−0.1%	new	new	new	new	[…]	$2M

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	BTLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.77%	0.0%	−2.3%	−3.6%	+3.1%	−7.8%	−12.5%	$48.9B
2	ATROT	Invesco MSCI Treasury Duration Rotation ETFRead Desk		0.15%	2.34%	−0.1%	new	new	new	new	[…]	$2M

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

TROT vs TLT

TROT

Invesco MSCI Treasury Duration Rotation

[…]

TLT

iShares 20+ Year Treasury Bond

$6,663

MeasureTROTTLT

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield2.34%4.77%

5 years, per year[…]−7.8%

3 years, per year[…]+3.1%

Worst drop · 1Y[…]−12.5%

Volatility · 1Y[…]9.6%

1–0measures won
TLT 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TROT, TLT

Today

[…]holdings […]

TROTTLT

TROT—[…]

TLT[…]—

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

TROT$234 − $15 = $219

KeptFee

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