UTRE vs TLT

AUTRE

BTLT

Measures won3–1UTRE wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · TLT $6,663

Lowest cost0.09%SGOV · $9 on $10k

Most income4.77%TLT · $477 on $10k

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

Held in common[…]UTRE and TLT

UTRE

TLT

US Treasury 3 Year Note ETF · $14MiShares 20+ Year Treasury Bond ETF · $48.9B

+4.0%3 years · per year$11,240 · $10,947+3.1%

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

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

3.76%12-mo yield$376 · $477 on $10k4.77%

−2.1%Worst dropSmaller wins−12.5%

2.1%VolatilityLower wins9.6%

3–1UTRE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUTRE · 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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	AUTRE	US Treasury 3 Year Note ETFRead Desk	0.15%	3.76%	−0.1%	+0.6%	+1.4%	+4.0%	new	−2.1%	$14M

End-of-day Nov 6, 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%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	AUTRE	US Treasury 3 Year Note ETFRead Desk	0.15%	3.76%	−0.1%	+0.6%	+1.4%	+4.0%	new	−2.1%	$14M

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

UTRE vs TLT

UTRE

US Treasury 3 Year Note

[…]

TLT

iShares 20+ Year Treasury Bond

$6,663

MeasureUTRETLT

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield3.76%4.77%

5 years, per year[…]−7.8%

3 years, per year+4.0%+3.1%

Worst drop · 1Y−2.1%−12.5%

Volatility · 1Y2.1%9.6%

3–1measures won
UTRE first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

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

Overlap: UTRE, TLT, SGOV

Today

[…]holdings […]

UTRETLTSGOV

UTRE—[…][…]

TLT[…]—[…]

SGOV[…][…]—

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

UTRE$376 − $15 = $361

SGOV$363 − $9 = $354

KeptFee

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