IJK vs SPTL

Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).

5-Year PerformanceIJK has outperformed SPTL, delivering a return of +8.7% compared to -4.9%

IJK vs SPTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJK(ETF)	SPTL(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.17%	0.03%
Max Drawdown	54.57%	50.17%
Sharpe Ratio	1.44	-0.06
5Y Beta	1.07	0.05
P/E Ratio	30.24	N/A
Forward P/E	20.24	N/A
5Y Dividends CAGR	7.90%	10.44%
5Y EPS CAGR	18.26%	N/A
Debt to Equity	49.04%	N/A
P/S Ratio	3.05	N/A
P/B Ratio	4.54	N/A

Net Assets

Winner

IJK

$11B

SPTL

$11B

Expense Ratio

IJK

0.17%

Winner

SPTL

0.03%

Max Drawdown

IJK

54.57%

Winner

SPTL

50.17%

Sharpe Ratio

Winner

IJK

1.44

SPTL

-0.06

5Y Beta

IJK

1.07

Winner

SPTL

0.05

P/E Ratio

IJK

30.24

SPTL

N/A

Forward P/E

IJK

20.24

SPTL

N/A

5Y Dividends CAGR

IJK

7.90%

Winner

SPTL

10.44%

5Y EPS CAGR

IJK

18.26%

SPTL

N/A

Debt to Equity

IJK

49.04%

SPTL

N/A

P/S Ratio

IJK

3.05

SPTL

N/A

P/B Ratio

IJK

4.54

SPTL

N/A

IJK vs SPTL - Historical Returns

Returns include dividend reinvestment.

Period	IJK	SPTL
1 month	+4.92%	-1.52%
3 months	+8.65%	-3.36%
6 months	+16.10%	-2.93%
1 year	+26.56%	+3.65%
5 years(CAGR)	+8.70%	-4.88%
10 years(CAGR)	+11.57%	-1.01%
Max(CAGR)	+8.67%	+3.25%

Winner

IJK

+4.92%

SPTL

-1.52%

Winner

IJK

+8.65%

SPTL

-3.36%

Winner

IJK

+16.10%

SPTL

-2.93%

Winner

IJK

+26.56%

SPTL

+3.65%

5Y(CAGR)

Winner

IJK

+8.70%

SPTL

-4.88%

10Y(CAGR)

Winner

IJK

+11.57%

SPTL

-1.01%

Max(CAGR)

Winner

IJK

+8.67%

SPTL

+3.25%

IJK vs SPTL - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJK	SPTL
2026	+13.98%	-0.85%
2025	+7.13%	+5.24%
2024	+16.51%	-5.65%
2023	+18.34%	+1.56%
2022	-18.96%	-27.72%
2021	+20.35%	-4.85%
2020	+21.93%	+16.63%
2019	+27.10%	+13.32%
2018	-11.46%	-0.37%
2017	+19.22%	+8.59%
2016	+16.58%	+0.30%
2015	+1.78%	-2.28%
2014	+8.56%	+24.75%
2013	+28.90%	-11.41%
2012	+16.30%	+4.22%
2011	-2.55%	+30.74%
2010	+28.48%	+8.86%
2009	+37.16%	-11.11%
2008	-36.84%	+22.95%
2007	+12.52%	+9.65%
2006	+4.12%	N/A
2005	+15.12%	N/A
2004	+13.84%	N/A
2003	+27.15%	N/A
2002	-18.87%	N/A
2001	-2.29%	N/A
2000	-2.70%	N/A

IJK vs SPTL Drawdown Comparison

The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.

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

The current IJK drawdown is -1.30%. The current SPTL drawdown is -37.29%.

Rank	IJK	SPTL
#1	-54.47% Jun 5, 2008 - Nov 4, 2010	-46.19% Aug 4, 2020 - Oct 19, 2023
#2	-46.34% Sep 1, 2000 - Nov 17, 2005	-18.61% Dec 18, 2008 - Aug 16, 2010
#3	-39.25% Feb 20, 2020 - Aug 12, 2020	-18.34% Jul 25, 2012 - Dec 8, 2014
#4	-29.23% Nov 16, 2021 - Feb 29, 2024	-17.07% Jul 8, 2016 - Jun 20, 2019
#5	-25.75% Jul 7, 2011 - Sep 13, 2012	-14.98% Mar 9, 2020 - Aug 4, 2020
#6	-25.63% Nov 25, 2024 - Dec 11, 2025	-14.50% Jan 30, 2015 - Feb 11, 2016
#7	-23.95% Sep 14, 2018 - Nov 27, 2019	-14.11% Aug 31, 2010 - Aug 4, 2011
#8	-18.46% Aug 17, 2015 - Jul 11, 2016	-9.52% Oct 3, 2011 - Dec 19, 2011
#9	-17.20% Oct 9, 2007 - Jun 5, 2008	-8.87% Dec 19, 2011 - May 15, 2012
#10	-13.98% May 8, 2006 - Jan 24, 2007	-8.02% Aug 28, 2019 - Feb 20, 2020
#11	-10.81% Jul 3, 2014 - Nov 10, 2014	-7.07% Sep 16, 2008 - Nov 19, 2008
#12	-10.36% Jul 13, 2007 - Oct 5, 2007	-6.73% Mar 20, 2008 - Sep 5, 2008
#13	-9.92% Mar 2, 2026 - Apr 17, 2026	-4.57% Nov 26, 2007 - Jan 15, 2008
#14	-9.77% Jan 26, 2018 - Jun 6, 2018	-4.45% Feb 11, 2016 - Jun 3, 2016
#15	-9.33% Jul 16, 2024 - Oct 14, 2024	-4.31% Sep 22, 2011 - Oct 3, 2011

Correlation

Correlation between IJK and SPTL is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2000 - 2026)

IJK vs SPTL dividend yield comparison.

Year	IJK	SPTL
2026	0.09%	1.39%
2025	0.66%	4.12%
2024	0.79%	4.04%
2023	1.13%	3.24%
2022	1.08%	2.75%
2021	0.50%	1.68%
2020	0.70%	1.71%
2019	1.09%	2.45%
2018	1.13%	2.69%
2017	0.93%	2.53%
2016	1.15%	2.56%
2015	1.12%	2.60%
2014	0.91%	2.64%
2013	0.88%	2.98%
2012	0.99%	2.59%
2011	0.66%	3.01%
2010	0.57%	3.92%
2009	0.61%	4.27%
2008	0.80%	3.86%
2007	0.80%	2.65%
2006	0.38%	0.00%
2005	0.58%	0.00%
2004	0.43%	0.00%
2003	0.35%	0.00%
2002	0.26%	0.00%
2001	0.10%	0.00%
2000	0.38%	0.00%