ROE vs BWZ
Comparison between ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF (ROE, ETF) and SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF).
ROE vs BWZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ROE
$268M
BWZ
$268M
Expense Ratio
ROE
0.49%
Winner
BWZ
0.35%
Max Drawdown
Winner
ROE
19.46%
BWZ
38.33%
Sharpe Ratio
Winner
ROE
1.77
BWZ
-0.33
5Y Beta
ROE
0.95
Winner
BWZ
0.01
P/E Ratio
ROE
19.30
BWZ
N/A
Forward P/E
ROE
16.42
BWZ
N/A
PEG Ratio
ROE
0.11
BWZ
N/A
5Y Dividends CAGR
ROE
N/A
BWZ
161.85%
5Y EPS CAGR
ROE
22.09%
BWZ
N/A
Debt to Equity
ROE
10.82%
BWZ
N/A
P/S Ratio
ROE
1.73
BWZ
N/A
P/B Ratio
ROE
4.68
BWZ
N/A
ROE vs BWZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ROE
+3.95%
BWZ
+3.00%
3M
Winner
ROE
+8.63%
BWZ
+1.63%
6M
Winner
ROE
+15.94%
BWZ
-0.04%
1Y
Winner
ROE
+34.76%
BWZ
+1.72%
5Y(CAGR)
ROE
N/A
BWZ
-0.96%
10Y(CAGR)
ROE
N/A
BWZ
-0.50%
Max(CAGR)
Winner
ROE
+21.22%
BWZ
-0.09%
ROE vs BWZ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ROE | BWZ |
|---|---|---|
| 2026 | +22.79% | +1.71% |
| 2025 | +17.17% | +10.88% |
| 2024 | +18.59% | -4.53% |
| 2023 | +4.30% | +3.85% |
| 2022 | N/A | -10.17% |
| 2021 | N/A | -6.90% |
| 2020 | N/A | +6.74% |
| 2019 | N/A | +1.29% |
| 2018 | N/A | -3.82% |
| 2017 | N/A | +10.82% |
| 2016 | N/A | -1.22% |
| 2015 | N/A | -6.54% |
| 2014 | N/A | -9.36% |
| 2013 | N/A | -2.29% |
| 2012 | N/A | +2.23% |
| 2011 | N/A | -0.77% |
| 2010 | N/A | +0.98% |
| 2009 | N/A | +12.97% |
ROE vs BWZ Drawdown Comparison
The maximum drawdown for ROE was -19.10%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.
The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The current ROE drawdown is -1.45%. The current BWZ drawdown is -20.92%.
| Rank | ROE | BWZ |
|---|---|---|
| #1 | -19.10% Dec 2, 2024 - Jun 30, 2025 | -34.22% Aug 29, 2011 - Sep 27, 2022 |
| #2 | -11.48% Aug 1, 2023 - Dec 11, 2023 | -13.70% Dec 1, 2009 - Nov 4, 2010 |
| #3 | -8.65% Feb 25, 2026 - Apr 14, 2026 | -6.59% Nov 4, 2010 - Jan 26, 2011 |
| #4 | -7.11% Jul 16, 2024 - Aug 23, 2024 | -5.56% Feb 9, 2009 - Mar 18, 2009 |
| #5 | -6.89% Mar 28, 2024 - Jun 18, 2024 | -5.06% Jan 26, 2011 - Apr 26, 2011 |
| #6 | -5.58% Oct 27, 2025 - Nov 28, 2025 | -3.58% May 2, 2011 - Jul 29, 2011 |
| #7 | -4.39% Jun 4, 2026 - Jun 15, 2026 | -3.43% Jun 2, 2009 - Jul 20, 2009 |
| #8 | -4.21% Aug 30, 2024 - Sep 19, 2024 | -2.51% Mar 19, 2009 - May 4, 2009 |
| #9 | -3.82% Oct 14, 2024 - Nov 7, 2024 | -2.22% Oct 14, 2009 - Nov 11, 2009 |
| #10 | -3.66% Oct 8, 2025 - Oct 27, 2025 | -2.20% Jul 29, 2011 - Aug 29, 2011 |
| #11 | -3.37% Dec 11, 2025 - Jan 6, 2026 | -2.14% Sep 18, 2009 - Oct 14, 2009 |
| #12 | -3.20% Jun 22, 2026 - Aug 4, 2026 | -1.88% Aug 4, 2009 - Aug 25, 2009 |
| #13 | -2.67% Nov 8, 2024 - Nov 22, 2024 | -1.52% Feb 3, 2009 - Feb 9, 2009 |
| #14 | -2.33% Jul 28, 2025 - Aug 12, 2025 | -1.10% May 22, 2009 - Jun 1, 2009 |
| #15 | -2.27% Jul 3, 2025 - Jul 23, 2025 | -1.05% Nov 11, 2009 - Nov 25, 2009 |
Correlation
Correlation between ROE and BWZ is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2009 - 2026)
ROE vs BWZ dividend yield comparison.
| Year | ROE | BWZ |
|---|---|---|
| 2026 | 0.43% | 1.21% |
| 2025 | 0.97% | 2.05% |
| 2024 | 1.18% | 2.47% |
| 2023 | 0.68% | 1.63% |
| 2022 | 0.00% | 0.44% |
| 2021 | 0.00% | 0.60% |
| 2020 | 0.00% | 0.13% |
| 2019 | 0.00% | 0.43% |
| 2018 | 0.00% | 1.10% |
| 2017 | 0.00% | 0.40% |
| 2016 | 0.00% | 0.13% |
| 2015 | 0.00% | 0.06% |
| 2014 | 0.00% | 0.19% |
| 2013 | 0.00% | 0.09% |
| 2012 | 0.00% | 0.01% |
| 2011 | 0.00% | 3.53% |
| 2010 | 0.00% | 0.19% |
| 2009 | 0.00% | 1.61% |
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