IAGG vs SPTL

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).

5-Year PerformanceIAGG has outperformed SPTL, delivering a return of +0.9% compared to -6.7%

IAGG vs SPTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAGG(ETF)	SPTL(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.07%	0.03%
Max Drawdown	15.86%	50.17%
Sharpe Ratio	-0.56	-0.48
5Y Beta	0.04	0.07
5Y Dividends CAGR	36.14%	7.52%

Net Assets

IAGG

$11B

SPTL

$11B

Expense Ratio

IAGG

0.07%

Winner

SPTL

0.03%

Max Drawdown

Winner

IAGG

15.86%

SPTL

50.17%

Sharpe Ratio

IAGG

-0.56

Winner

SPTL

-0.48

5Y Beta

Winner

IAGG

0.04

SPTL

0.07

5Y Dividends CAGR

Winner

IAGG

36.14%

SPTL

7.52%

IAGG vs SPTL - Historical Returns

Returns include dividend reinvestment.

Period	IAGG	SPTL
1 month	+0.18%	-1.46%
3 months	+0.81%	-1.95%
6 months	+0.81%	-2.86%
1 year	+2.13%	-0.53%
5 years(CAGR)	+0.92%	-6.72%
10 years(CAGR)	+1.98%	-1.69%
Max(CAGR)	+2.49%	+3.14%

Winner

IAGG

+0.18%

SPTL

-1.46%

Winner

IAGG

+0.81%

SPTL

-1.95%

Winner

IAGG

+0.81%

SPTL

-2.86%

Winner

IAGG

+2.13%

SPTL

-0.53%

5Y(CAGR)

Winner

IAGG

+0.92%

SPTL

-6.72%

10Y(CAGR)

Winner

IAGG

+1.98%

SPTL

-1.69%

Max(CAGR)

IAGG

+2.49%

Winner

SPTL

+3.14%

IAGG vs SPTL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IAGG	SPTL
2026	+1.39%	-2.07%
2025	+3.18%	+5.24%
2024	+4.89%	-5.65%
2023	+7.70%	+1.56%
2022	-10.50%	-27.72%
2021	-1.82%	-4.85%
2020	+4.29%	+16.63%
2019	+7.93%	+13.32%
2018	+3.24%	-0.37%
2017	+2.38%	+8.59%
2016	+4.91%	+0.30%
2015	-0.09%	-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%

IAGG vs SPTL Drawdown Comparison

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

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

The current IAGG drawdown is -0.44%. The current SPTL drawdown is -38.06%.

Rank	IAGG	SPTL
#1	-13.88% Dec 31, 2020 - Feb 4, 2025	-46.19% Aug 4, 2020 - Oct 19, 2023
#2	-5.93% Mar 9, 2020 - Jul 30, 2020	-18.61% Dec 18, 2008 - Aug 16, 2010
#3	-3.93% Sep 7, 2016 - Oct 31, 2017	-18.34% Jul 25, 2012 - Dec 8, 2014
#4	-3.70% Dec 8, 2017 - Dec 18, 2018	-17.07% Jul 8, 2016 - Jun 20, 2019
#5	-2.32% Feb 27, 2026 - Mar 27, 2026	-14.98% Mar 9, 2020 - Aug 4, 2020
#6	-2.07% Aug 28, 2019 - Jan 29, 2020	-14.50% Jan 30, 2015 - Feb 11, 2016
#7	-1.67% Feb 28, 2025 - Apr 16, 2025	-14.11% Aug 31, 2010 - Aug 4, 2011
#8	-1.04% Dec 2, 2015 - Jan 14, 2016	-9.52% Oct 3, 2011 - Dec 19, 2011
#9	-0.94% Aug 4, 2020 - Sep 29, 2020	-8.87% Dec 19, 2011 - May 15, 2012
#10	-0.85% Apr 30, 2025 - May 30, 2025	-8.02% Aug 28, 2019 - Feb 20, 2020
#11	-0.83% Apr 5, 2016 - May 11, 2016	-7.07% Sep 16, 2008 - Nov 19, 2008
#12	-0.80% Jun 16, 2016 - Jun 27, 2016	-6.73% Mar 20, 2008 - Sep 5, 2008
#13	-0.75% Jul 3, 2019 - Jul 18, 2019	-4.57% Nov 26, 2007 - Jan 15, 2008
#14	-0.73% Feb 5, 2025 - Feb 28, 2025	-4.45% Feb 11, 2016 - Jun 3, 2016
#15	-0.71% Mar 28, 2019 - Apr 30, 2019	-4.31% Sep 22, 2011 - Oct 3, 2011

Correlation

Correlation between IAGG and SPTL is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2007 - 2026)

IAGG vs SPTL dividend yield comparison.

Year	IAGG	SPTL
2026	1.43%	2.52%
2025	3.08%	4.12%
2024	4.28%	4.04%
2023	3.55%	3.24%
2022	2.27%	2.75%
2021	1.16%	1.68%
2020	1.95%	1.71%
2019	2.82%	2.45%
2018	3.02%	2.69%
2017	1.74%	2.53%
2016	1.56%	2.56%
2015	0.13%	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%