LODI vs TBF
Comparison between AAM SLC LOW DURATION INCOME ETF (LODI, ETF) and PROSHARES SHORT 20+ YEAR TREASURY (TBF, ETF).
LODI vs TBF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LODI
$80M
Winner
TBF
$81M
Expense Ratio
Winner
LODI
0.15%
TBF
0.95%
Max Drawdown
Winner
LODI
1.44%
TBF
71.19%
Sharpe Ratio
Winner
LODI
0.78
TBF
-0.08
5Y Beta
LODI
-0.00
Winner
TBF
-0.04
5Y Dividends CAGR
LODI
N/A
TBF
91.76%
LODI vs TBF - Historical Returns
Returns include dividend reinvestment.
1M
LODI
+0.26%
Winner
TBF
+0.41%
3M
LODI
+0.64%
Winner
TBF
+4.49%
6M
LODI
+2.16%
Winner
TBF
+3.78%
1Y
Winner
LODI
+5.68%
TBF
+2.52%
5Y(CAGR)
LODI
N/A
TBF
+10.05%
10Y(CAGR)
LODI
N/A
TBF
+2.73%
Max(CAGR)
Winner
LODI
+5.32%
TBF
-3.10%
LODI vs TBF - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | LODI | TBF |
|---|---|---|
| 2026 | +1.67% | +2.50% |
| 2025 | +6.22% | +1.51% |
| 2024 | +0.26% | +15.60% |
| 2023 | N/A | +4.35% |
| 2022 | N/A | +38.48% |
| 2021 | N/A | +1.46% |
| 2020 | N/A | -18.48% |
| 2019 | N/A | -10.57% |
| 2018 | N/A | +2.13% |
| 2017 | N/A | -8.15% |
| 2016 | N/A | -2.77% |
| 2015 | N/A | -0.72% |
| 2014 | N/A | -23.32% |
| 2013 | N/A | +10.55% |
| 2012 | N/A | -7.14% |
| 2011 | N/A | -29.64% |
| 2010 | N/A | -12.48% |
| 2009 | N/A | +2.77% |
LODI vs TBF Drawdown Comparison
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The maximum drawdown for TBF was -70.40%, occurring on Aug 4, 2020. This drawdown has not yet recovered.
The current LODI drawdown is -0.24%. The current TBF drawdown is -43.27%.
| Rank | LODI | TBF |
|---|---|---|
| #1 | -1.01% Apr 4, 2025 - May 16, 2025 | -70.40% Jan 11, 2010 - Aug 4, 2020 |
| #2 | -0.75% Feb 27, 2026 - Apr 20, 2026 | -6.94% Aug 21, 2009 - Dec 22, 2009 |
| #3 | -0.73% Jul 14, 2025 - Aug 4, 2025 | -1.59% Dec 28, 2009 - Jan 11, 2010 |
| #4 | -0.61% Sep 22, 2025 - Sep 29, 2025 | N/A |
| #5 | -0.59% Dec 1, 2025 - Jan 5, 2026 | N/A |
| #6 | -0.57% Sep 29, 2025 - Nov 17, 2025 | N/A |
| #7 | -0.39% Aug 4, 2025 - Aug 27, 2025 | N/A |
| #8 | -0.39% Sep 2, 2025 - Sep 19, 2025 | N/A |
| #9 | -0.38% Dec 30, 2024 - Jan 16, 2025 | N/A |
| #10 | -0.38% Jun 30, 2025 - Jul 14, 2025 | N/A |
| #11 | -0.34% Jun 2, 2025 - Jun 9, 2025 | N/A |
| #12 | -0.33% Feb 10, 2026 - Feb 27, 2026 | N/A |
| #13 | -0.32% Mar 4, 2025 - Apr 1, 2025 | N/A |
| #14 | -0.30% Jun 9, 2025 - Jun 20, 2025 | N/A |
| #15 | -0.30% Feb 4, 2025 - Feb 14, 2025 | N/A |
Correlation
Correlation between LODI and TBF is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2018 - 2026)
LODI vs TBF dividend yield comparison.
| Year | LODI | TBF |
|---|---|---|
| 2026 | 2.03% | 0.38% |
| 2025 | 5.11% | 3.39% |
| 2024 | 0.38% | 4.06% |
| 2023 | 0.00% | 4.99% |
| 2022 | 0.00% | 0.36% |
| 2020 | 0.00% | 0.22% |
| 2019 | 0.00% | 1.68% |
| 2018 | 0.00% | 0.88% |
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