EFIV vs XTEN

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF (XTEN, ETF).

EFIV vs XTEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFIV(ETF)	XTEN(ETF)
Net Assets	$999M	$1B
Expense Ratio	0.10%	0.08%
Max Drawdown	25.38%	15.44%
Sharpe Ratio	1.47	-0.46
5Y Beta	0.96	0.04
P/E Ratio	26.41	N/A
Forward P/E	19.32	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	12.51%	N/A
5Y EPS CAGR	34.77%	N/A
Debt to Equity	72.71%	N/A
P/S Ratio	3.32	N/A
P/B Ratio	5.88	N/A

Net Assets

EFIV

$999M

Winner

XTEN

$1B

Expense Ratio

EFIV

0.10%

Winner

XTEN

0.08%

Max Drawdown

EFIV

25.38%

Winner

XTEN

15.44%

Sharpe Ratio

Winner

EFIV

1.47

XTEN

-0.46

5Y Beta

EFIV

0.96

Winner

XTEN

0.04

P/E Ratio

EFIV

26.41

XTEN

N/A

Forward P/E

EFIV

19.32

XTEN

N/A

PEG Ratio

EFIV

0.26

XTEN

N/A

5Y Dividends CAGR

EFIV

12.51%

XTEN

N/A

5Y EPS CAGR

EFIV

34.77%

XTEN

N/A

Debt to Equity

EFIV

72.71%

XTEN

N/A

P/S Ratio

EFIV

3.32

XTEN

N/A

P/B Ratio

EFIV

5.88

XTEN

N/A

EFIV vs XTEN - Historical Returns

Returns include dividend reinvestment.

Period	EFIV	XTEN
1 month	+4.00%	-0.50%
3 months	+4.79%	-0.28%
6 months	+12.18%	-3.58%
1 year	+25.09%	+1.16%
5 years(CAGR)	+14.03%	N/A
Max(CAGR)	+17.83%	+1.04%

Winner

EFIV

+4.00%

XTEN

-0.50%

Winner

EFIV

+4.79%

XTEN

-0.28%

Winner

EFIV

+12.18%

XTEN

-3.58%

Winner

EFIV

+25.09%

XTEN

+1.16%

5Y(CAGR)

EFIV

+14.03%

XTEN

N/A

Max(CAGR)

Winner

EFIV

+17.83%

XTEN

+1.04%

EFIV vs XTEN - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EFIV	XTEN
2026	+13.65%	-1.68%
2025	+18.92%	+7.25%
2024	+24.68%	-1.73%
2023	+28.49%	+2.87%
2022	-18.34%	-2.94%
2021	+33.60%	N/A
2020	+16.69%	N/A

EFIV vs XTEN Drawdown Comparison

The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.

The maximum drawdown for XTEN was -13.85%, occurring on Oct 19, 2023. Recovery took 332 trading sessions.

The current EFIV drawdown is -1.39%. The current XTEN drawdown is -4.69%.

Rank	EFIV	XTEN
#1	-24.53% Jan 3, 2022 - Jul 31, 2023	-13.85% Apr 6, 2023 - Aug 2, 2024
#2	-19.24% Dec 4, 2024 - Jun 30, 2025	-9.30% Sep 16, 2024 - Oct 14, 2025
#3	-10.16% Sep 2, 2020 - Nov 16, 2020	-7.65% Sep 15, 2022 - Dec 1, 2022
#4	-9.90% Jul 31, 2023 - Nov 30, 2023	-6.20% Jan 18, 2023 - Apr 4, 2023
#5	-9.44% Feb 9, 2026 - Apr 15, 2026	-5.42% Feb 27, 2026 - May 19, 2026
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-4.39% Dec 15, 2022 - Jan 12, 2023
#7	-5.50% Mar 27, 2024 - May 14, 2024	-2.31% Aug 5, 2024 - Sep 4, 2024
#8	-4.97% Sep 3, 2021 - Oct 19, 2021	-2.22% Oct 22, 2025 - Feb 12, 2026
#9	-4.48% Oct 29, 2025 - Dec 5, 2025	-1.63% Dec 7, 2022 - Dec 15, 2022
#10	-4.19% May 7, 2021 - Jun 10, 2021	-0.93% Dec 2, 2022 - Dec 7, 2022
#11	-4.08% Jun 15, 2026 - Aug 3, 2026	-0.88% Jan 12, 2023 - Jan 18, 2023
#12	-4.06% Feb 16, 2021 - Mar 11, 2021	-0.35% Sep 10, 2024 - Sep 16, 2024
#13	-3.74% Jun 4, 2026 - Jun 15, 2026	-0.31% Feb 17, 2026 - Feb 23, 2026
#14	-3.66% Nov 24, 2021 - Dec 8, 2021	-0.17% Oct 16, 2025 - Oct 20, 2025
#15	-3.45% Dec 10, 2021 - Dec 23, 2021	-0.16% Oct 14, 2025 - Oct 16, 2025