BBCA vs SPTL

Comparison between JPMORGAN BETABUILDERS CANADA ETF (BBCA, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).

5-Year PerformanceBBCA has outperformed SPTL, delivering a return of +12.8% compared to -6.5%

BBCA vs SPTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBCA(ETF)	SPTL(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.19%	0.03%
Max Drawdown	42.81%	50.17%
Sharpe Ratio	1.70	0.07
5Y Beta	0.67	0.05
5Y Dividends CAGR	6.45%	9.17%

Net Assets

BBCA

$11B

SPTL

$11B

Expense Ratio

BBCA

0.19%

Winner

SPTL

0.03%

Max Drawdown

Winner

BBCA

42.81%

SPTL

50.17%

Sharpe Ratio

Winner

BBCA

1.70

SPTL

0.07

5Y Beta

BBCA

0.67

Winner

SPTL

0.05

5Y Dividends CAGR

BBCA

6.45%

Winner

SPTL

9.17%

BBCA vs SPTL - Historical Returns

Returns include dividend reinvestment.

Period	BBCA	SPTL
1 month	+0.72%	-1.69%
3 months	+3.68%	-1.07%
6 months	+8.74%	-1.56%
1 year	+28.91%	+3.93%
5 years(CAGR)	+12.77%	-6.52%
10 years(CAGR)	N/A	-1.58%
Max(CAGR)	+12.28%	+3.21%

Winner

BBCA

+0.72%

SPTL

-1.69%

Winner

BBCA

+3.68%

SPTL

-1.07%

Winner

BBCA

+8.74%

SPTL

-1.56%

Winner

BBCA

+28.91%

SPTL

+3.93%

5Y(CAGR)

Winner

BBCA

+12.77%

SPTL

-6.52%

10Y(CAGR)

BBCA

N/A

SPTL

-1.58%

Max(CAGR)

Winner

BBCA

+12.28%

SPTL

+3.21%

BBCA vs SPTL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BBCA	SPTL
2026	+10.50%	-0.89%
2025	+34.03%	+5.24%
2024	+13.94%	-5.65%
2023	+15.72%	+1.56%
2022	-12.85%	-27.72%
2021	+27.85%	-4.85%
2020	+5.77%	+16.63%
2019	+27.65%	+13.32%
2018	-15.38%	-0.37%
2017	N/A	+8.59%
2016	N/A	+0.30%
2015	N/A	-2.28%
2014	N/A	+24.75%
2013	N/A	-11.41%
2012	N/A	+4.22%
2011	N/A	+30.74%
2010	N/A	+8.86%
2009	N/A	-11.11%
2008	N/A	+22.95%
2007	N/A	+9.65%

BBCA vs SPTL Drawdown Comparison

The maximum drawdown for BBCA was -42.81%, occurring on Mar 23, 2020. Recovery took 196 trading sessions.

The maximum drawdown for SPTL was -46.19%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current BBCA drawdown is -0.14%. The current SPTL drawdown is -37.32%.

Rank	BBCA	SPTL
#1	-42.81% Feb 19, 2020 - Nov 25, 2020	-46.19% Aug 4, 2020 - Oct 19, 2023
#2	-24.44% Mar 30, 2022 - May 17, 2024	-18.61% Dec 18, 2008 - Aug 16, 2010
#3	-19.60% Aug 27, 2018 - Apr 17, 2019	-18.34% Jul 25, 2012 - Dec 8, 2014
#4	-12.37% Dec 5, 2024 - May 2, 2025	-17.07% Jul 8, 2016 - Jun 20, 2019
#5	-8.43% Mar 2, 2026 - Apr 17, 2026	-14.98% Mar 9, 2020 - Aug 4, 2020
#6	-7.66% Nov 12, 2021 - Jan 12, 2022	-14.50% Jan 30, 2015 - Feb 11, 2016
#7	-6.37% Jun 15, 2021 - Sep 2, 2021	-14.11% Aug 31, 2010 - Aug 4, 2011
#8	-6.17% Jul 16, 2024 - Aug 15, 2024	-9.52% Oct 3, 2011 - Dec 19, 2011
#9	-5.72% Jan 12, 2022 - Mar 17, 2022	-8.87% Dec 19, 2011 - May 15, 2012
#10	-5.43% Jul 11, 2019 - Sep 16, 2019	-8.02% Aug 28, 2019 - Feb 20, 2020
#11	-5.24% Sep 3, 2021 - Oct 13, 2021	-7.07% Sep 16, 2008 - Nov 19, 2008
#12	-5.04% Jan 20, 2021 - Feb 8, 2021	-6.73% Mar 20, 2008 - Sep 5, 2008
#13	-4.55% Apr 22, 2019 - Jun 20, 2019	-4.57% Nov 26, 2007 - Jan 15, 2008
#14	-4.42% May 17, 2024 - Jul 11, 2024	-4.45% Feb 11, 2016 - Jun 3, 2016
#15	-4.14% Sep 19, 2019 - Nov 4, 2019	-4.31% Sep 22, 2011 - Oct 3, 2011

Correlation

Correlation between BBCA and SPTL is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

-101

Dividend Comparison (2007 - 2026)

BBCA vs SPTL dividend yield comparison.

Year	BBCA	SPTL
2026	0.70%	2.12%
2025	1.83%	4.12%
2024	2.36%	4.04%
2023	2.51%	3.24%
2022	2.65%	2.75%
2021	2.17%	1.68%
2020	2.41%	1.71%
2019	2.32%	2.45%
2018	1.21%	2.69%
2017	0.00%	2.53%
2016	0.00%	2.56%
2015	0.00%	2.60%
2014	0.00%	2.64%
2013	0.00%	2.98%
2012	0.00%	2.59%
2011	0.00%	3.01%
2010	0.00%	3.92%
2009	0.00%	4.27%
2008	0.00%	3.86%
2007	0.00%	2.65%