미국 ETF/주식TLTETF

iShares 20+ Year Treasury Bond ETF 계산기

TLT is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.iShares 20+ Year Treasury Bond ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 iShares 20+ Year Treasury Bond ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, iShares 20+ Year Treasury Bond ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Bonds & Commodities

TLT

iShares 20+ Year Treasury Bond ETF

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Price Chart

iShares 20+ Year Treasury Bond ETF (TLT) is an exchange-traded fund that provides investors with exposure to bonds, gold, and other commodities. It carries an expense ratio of 0.15%. The fund offers a dividend yield of approximately 3.31%. The portfolio holds 50 securities.

Category

Bonds & Commodities

Dividend Yield

3.31%

Expense Ratio

0.15%

Holdings

50

Dividend History

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Top Holdings

1U.S. 30-Year Treasury Bonds
2U.S. 20-Year Treasury Bonds

Key Features

  • •Long-term government bonds
  • •Interest rate sensitive
  • •Safe-haven asset
  • •Hedging tool

Advantages

  • •Rises when equities fall
  • •Safe-haven asset
  • •Excellent liquidity
  • •Portfolio hedge

Risks

  • •Rising interest rate risk
  • •Inflation risk
  • •High duration
  • •Opportunity cost

Rebalancing Strategy

For risk hedging; bet on falling rates; 10-20% of total portfolio

Also Viewed ETFs

AGG

iShares Core U.S. Aggregate Bond ETF

ER 0.03%·Yield 3.12%

GLD

SPDR Gold Shares

ER 0.4%·Yield 0%

HYG

iShares iBoxx $ High Yield Corporate Bond ETF

ER 0.49%·Yield 5.15%

IEF

iShares 7-10 Year Treasury Bond ETF

ER 0.15%·Yield 3.03%

TIP

iShares TIPS Bond ETF

ER 0.19%·Yield 2.38%

GDX

VanEck Gold Miners ETF

ER 0.51%·Yield 1.62%

Related Market Analysis

Deflation Risk and Bond ETF Strategy: Long, Intermediate and Short Duration

Risk

TLT Comparisons

TLTvsSOXX섹터·채권

SOXX와 TLT는 투자 대상이 완전히 다릅니다. SOXX는 반도체 기업에 집중하는 성장 섹터 ETF이고, TLT는 20년 이상 만기 미국 장기 국채에 투자하는 채권 ETF입니다. 공격적인 성장 노출은 SOXX, 금리 하락·주식 하락 리스크 헤지는 TLT가 더 자연스럽습니다.

TLTvsIEFBonds

TLT (20+ year long-term Treasuries) and IEF (7–10 year intermediate Treasuries) are both flagship iShares U.S. Treasury ETFs. TLT has a duration of ~17 years, offering higher return potential but greater volatility due to interest rate sensitivity. IEF, with a duration of ~7 years, suits investors seeking stable intermediate-term bond exposure. TLT benefits more during rate cuts, while IEF is preferred in periods of rate uncertainty.

TLT Investment Analysis

TLT (iShares 20+ Year Treasury Bond ETF) is a Bonds & Commodities ETF comprising 50 holdings. It has an expense ratio of 0.15% and a dividend yield of 3.31%. It has a reasonable expense ratio.

With a 3.31% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.

TLT can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator →