BWZ vs XSVN

Comparison between SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF) and BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF (XSVN, ETF).

BWZ vs XSVN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWZ(ETF)	XSVN(ETF)
Net Assets	$324M	$324M
Expense Ratio	0.35%	0.05%
Max Drawdown	38.33%	10.98%
Sharpe Ratio	-0.61	-0.12
5Y Beta	-0.00	-0.01
5Y Dividends CAGR	110.68%	N/A

Net Assets

BWZ

$324M

Winner

XSVN

$324M

Expense Ratio

BWZ

0.35%

Winner

XSVN

0.05%

Max Drawdown

BWZ

38.33%

Winner

XSVN

10.98%

Sharpe Ratio

BWZ

-0.61

Winner

XSVN

-0.12

5Y Beta

BWZ

-0.00

Winner

XSVN

-0.01

5Y Dividends CAGR

BWZ

110.68%

XSVN

N/A

BWZ vs XSVN - Historical Returns

Returns include dividend reinvestment.

Period	BWZ	XSVN
1 month	-1.29%	-0.60%
3 months	-1.09%	-1.98%
6 months	-0.33%	-0.95%
1 year	-0.94%	+3.31%
5 years(CAGR)	-2.12%	N/A
10 years(CAGR)	-0.54%	N/A
Max(CAGR)	-0.23%	+2.35%

BWZ

-1.29%

Winner

XSVN

-0.60%

Winner

BWZ

-1.09%

XSVN

-1.98%

Winner

BWZ

-0.33%

XSVN

-0.95%

BWZ

-0.94%

Winner

XSVN

+3.31%

5Y(CAGR)

BWZ

-2.12%

XSVN

N/A

10Y(CAGR)

BWZ

-0.54%

XSVN

N/A

Max(CAGR)

BWZ

-0.23%

Winner

XSVN

+2.35%

BWZ vs XSVN - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	BWZ	XSVN
2026	-0.73%	-0.92%
2025	+10.88%	+8.08%
2024	-4.53%	-0.07%
2023	+3.85%	+3.17%
2022	-10.17%	-1.72%
2021	-6.90%	N/A
2020	+6.74%	N/A
2019	+1.29%	N/A
2018	-3.82%	N/A
2017	+10.82%	N/A
2016	-1.22%	N/A
2015	-6.54%	N/A
2014	-9.36%	N/A
2013	-2.29%	N/A
2012	+2.23%	N/A
2011	-0.77%	N/A
2010	+0.98%	N/A
2009	+12.97%	N/A

BWZ vs XSVN Drawdown Comparison

The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for XSVN was -9.44%, occurring on Oct 19, 2023. Recovery took 311 trading sessions.

The current BWZ drawdown is -22.82%. The current XSVN drawdown is -3.15%.

Rank	BWZ	XSVN
#1	-34.22% Aug 29, 2011 - Sep 27, 2022	-9.44% May 4, 2023 - Jul 31, 2024
#2	-13.70% Dec 1, 2009 - Nov 4, 2010	-6.61% Sep 16, 2024 - Aug 1, 2025
#3	-6.59% Nov 4, 2010 - Jan 26, 2011	-5.14% Sep 16, 2022 - Dec 1, 2022
#4	-5.56% Feb 9, 2009 - Mar 18, 2009	-4.98% Jan 18, 2023 - Mar 23, 2023
#5	-5.06% Jan 26, 2011 - Apr 26, 2011	-4.00% Feb 27, 2026 - May 19, 2026
#6	-3.58% May 2, 2011 - Jul 29, 2011	-2.89% Dec 7, 2022 - Jan 12, 2023
#7	-3.43% Jun 2, 2009 - Jul 20, 2009	-2.08% Apr 6, 2023 - May 3, 2023
#8	-2.51% Mar 19, 2009 - May 4, 2009	-1.53% Aug 5, 2024 - Sep 4, 2024
#9	-2.22% Oct 14, 2009 - Nov 11, 2009	-1.49% Nov 26, 2025 - Feb 12, 2026
#10	-2.20% Jul 29, 2011 - Aug 29, 2011	-1.40% Mar 24, 2023 - Apr 4, 2023
#11	-2.14% Sep 18, 2009 - Oct 14, 2009	-1.32% Oct 22, 2025 - Nov 25, 2025
#12	-1.88% Aug 4, 2009 - Aug 25, 2009	-1.01% Sep 11, 2025 - Oct 13, 2025
#13	-1.52% Feb 3, 2009 - Feb 9, 2009	-0.87% Dec 2, 2022 - Dec 7, 2022
#14	-1.10% May 22, 2009 - Jun 1, 2009	-0.72% Jan 12, 2023 - Jan 18, 2023
#15	-1.05% Nov 11, 2009 - Nov 25, 2009	-0.69% Aug 4, 2025 - Aug 26, 2025

Correlation

Correlation between BWZ and XSVN is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2009 - 2026)

BWZ vs XSVN dividend yield comparison.

Year	BWZ	XSVN
2026	0.87%	1.69%
2025	2.05%	4.06%
2024	2.47%	4.17%
2023	1.63%	3.49%
2022	0.44%	1.04%
2021	0.60%	0.00%
2020	0.13%	0.00%
2019	0.43%	0.00%
2018	1.10%	0.00%
2017	0.40%	0.00%
2016	0.13%	0.00%
2015	0.06%	0.00%
2014	0.19%	0.00%
2013	0.09%	0.00%
2012	0.01%	0.00%
2011	3.53%	0.00%
2010	0.19%	0.00%
2009	1.61%	0.00%