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BTT vs SPGM

Comparison between BlackRock Municipal 2030 Target Term Trust (BTT, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).

5-Year PerformanceSPGM has outperformed BTT, delivering a return of +11.3% compared to +0.0%

BTT vs SPGM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BTT
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
BTT
N/A
SPGM
0.09%
Max Drawdown
BTT
34.96%
Winner
SPGM
33.97%
Sharpe Ratio
BTT
0.65
Winner
SPGM
1.68
5Y Beta
Winner
BTT
0.11
SPGM
0.91
P/E Ratio
BTT
N/A
SPGM
27.34
Forward P/E
BTT
N/A
SPGM
20.03
5Y Dividends CAGR
BTT
-5.75%
Winner
SPGM
13.19%
5Y EPS CAGR
BTT
N/A
SPGM
23.07%
P/S Ratio
BTT
N/A
SPGM
0.31
P/B Ratio
BTT
N/A
SPGM
4.77

BTT vs SPGM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BTT
+0.03%
SPGM
-0.09%
3M
BTT
+0.39%
Winner
SPGM
+12.19%
6M
BTT
+2.36%
Winner
SPGM
+9.88%
1Y
BTT
+7.74%
Winner
SPGM
+28.35%
5Y(CAGR)
BTT
+0.03%
Winner
SPGM
+11.26%
10Y(CAGR)
BTT
+2.69%
Winner
SPGM
+13.27%
Max(CAGR)
BTT
+2.98%
Winner
SPGM
+12.56%

BTT vs SPGM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearBTTSPGM
2026+0.30%+9.92%
2025+13.48%+23.70%
2024+1.60%+17.65%
2023-0.64%+21.33%
2022-15.31%-17.95%
2021+4.39%+20.77%
2020+9.04%+14.24%
2019+20.16%+27.70%
2018-4.76%-8.85%
2017+5.26%+25.00%
2016+4.31%+12.47%
2015+11.88%+1.18%
2014+21.58%+13.98%
2013-23.79%+22.99%
2012-5.83%+3.69%

BTT vs SPGM Drawdown Comparison

The maximum drawdown for BTT was -30.69%, occurring on Dec 5, 2013. Recovery took 808 trading sessions.

The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current BTT drawdown is -2.04%. The current SPGM drawdown is -2.70%.

RankBTTSPGM
#1-30.69%
Oct 5, 2012 - Dec 23, 2015
-33.97%
Feb 12, 2020 - Aug 24, 2020
#2-23.35%
Aug 18, 2021 - Oct 25, 2023
-25.92%
Jan 4, 2022 - Jan 25, 2024
#3-20.99%
Mar 5, 2020 - Jul 28, 2020
-20.73%
Jun 19, 2015 - Jul 26, 2016
#4-12.25%
Sep 6, 2016 - Jun 26, 2017
-17.94%
Jan 26, 2018 - Apr 29, 2019
#5-10.79%
Jun 26, 2017 - Mar 7, 2019
-16.90%
Feb 18, 2025 - Jun 2, 2025
#6-3.73%
Feb 5, 2021 - Apr 15, 2021
-13.83%
Jul 10, 2014 - Dec 3, 2014
#7-2.95%
Jul 8, 2016 - Aug 12, 2016
-11.87%
Mar 19, 2012 - Sep 13, 2012
#8-2.74%
Aug 13, 2020 - Sep 15, 2020
-9.50%
Feb 25, 2026 - Apr 15, 2026
#9-2.73%
Nov 6, 2019 - Dec 3, 2019
-8.55%
Jul 16, 2024 - Aug 30, 2024
#10-2.70%
May 13, 2016 - Jun 6, 2016
-8.44%
Dec 16, 2013 - May 13, 2014
#11-2.69%
Sep 4, 2019 - Oct 8, 2019
-7.49%
Sep 2, 2020 - Nov 9, 2020
#12-2.06%
Mar 11, 2019 - Mar 22, 2019
-7.13%
May 21, 2013 - Jul 17, 2013
#13-1.83%
May 3, 2021 - Jun 1, 2021
-6.95%
Jul 24, 2019 - Oct 24, 2019
#14-1.69%
Oct 9, 2019 - Nov 6, 2019
-6.72%
Jul 26, 2016 - Dec 8, 2016
#15-1.64%
Aug 12, 2016 - Sep 6, 2016
-6.25%
Apr 29, 2019 - Jun 19, 2019

Correlation

Correlation between BTT and SPGM is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2012 - 2026)

BTT vs SPGM dividend yield comparison.

YearBTTSPGM
20261.23%0.79%
20252.44%1.89%
20242.70%1.98%
20233.11%2.09%
20223.50%2.37%
20212.89%1.94%
20202.92%1.45%
20193.10%3.49%
20183.93%3.77%
20174.08%4.57%
20164.40%3.74%
20154.46%7.40%
20145.19%4.37%
20136.73%3.49%
20121.27%4.52%

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