ZROZ vs TLT

AZROZ

BTLT

Measures won1–4TLT wins · of 6 · 5Y

$10,000 · 5Y$6,684TLT · ZROZ $4,711

Lowest cost0.15%ZROZ · $15 on $10k

Most income5.19%ZROZ · $519 on $10k

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

Held in common[…]ZROZ and TLT

ZROZ

TLT

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · $1.8BiShares 20+ Year Treasury Bond ETF · $48.8B

+1.0%3 years · per year$10,295 · $11,187+3.8%

−14.0%5 years · per year$4,711 · $6,684−7.7%

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

5.19%12-mo yield$519 · $477 on $10k4.77%

−20.0%Worst dropSmaller wins−12.5%

16.1%VolatilityLower wins9.6%

1–4TLT wins

$10,000 · 5 yearsOne scale

Shared top holdingsZROZ · TLT

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

Both

5Y2 funds

#			Trend
1	BTLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.77%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$48.8B
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.19%	+0.2%	−4.9%	−9.8%	+1.0%	−14.0%	−20.0%	$1.8B

End-of-day Nov 5, 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%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$48.8B
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.19%	+0.2%	−4.9%	−9.8%	+1.0%	−14.0%	−20.0%	$1.8B

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

ZROZ vs TLT

ZROZ

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund

$4,711

TLT

iShares 20+ Year Treasury Bond

$6,684

MeasureZROZTLT

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield5.19%4.77%

5 years, per year−14.0%−7.7%

3 years, per year+1.0%+3.8%

Worst drop · 1Y−20.0%−12.5%

Volatility · 1Y16.1%9.6%

4–1measures won
TLT first

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ZROZ, TLT

Today

[…]holdings […]

ZROZTLT

ZROZ—[…]

TLT[…]—

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

Income After Fees on $10,000

$504most kept, ZROZ

ZROZ$519 − $15 = $504

TLT$477 − $15 = $462

KeptFee

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