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SPDW vs TLT

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF) and ISHARES 20+ YEAR TREASURY BOND ETF (TLT, ETF).

5-Year PerformanceSPDW has outperformed TLT, delivering a return of +10.1% compared to -7.8%

SPDW vs TLT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPDW
$41B
Winner
TLT
$41B
Expense Ratio
Winner
SPDW
0.03%
TLT
0.15%
Max Drawdown
SPDW
62.16%
Winner
TLT
52.10%
Sharpe Ratio
Winner
SPDW
1.44
TLT
-0.52
5Y Beta
SPDW
0.78
Winner
TLT
0.09
5Y Dividends CAGR
Winner
SPDW
13.93%
TLT
10.75%

SPDW vs TLT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPDW
+3.13%
TLT
-1.72%
3M
Winner
SPDW
+5.58%
TLT
-2.24%
6M
Winner
SPDW
+9.49%
TLT
-3.29%
1Y
Winner
SPDW
+30.05%
TLT
-1.26%
5Y(CAGR)
Winner
SPDW
+10.12%
TLT
-7.80%
10Y(CAGR)
Winner
SPDW
+10.27%
TLT
-2.28%
Max(CAGR)
Winner
SPDW
+5.25%
TLT
+3.52%

SPDW vs TLT - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearSPDWTLT
2026+16.58%-2.35%
2025+35.04%+3.96%
2024+4.67%-7.53%
2023+17.29%+0.84%
2022-16.44%-29.39%
2021+10.78%-4.49%
2020+9.03%+16.83%
2019+22.59%+13.52%
2018-14.87%-0.53%
2017+25.12%+8.72%
2016+4.63%+0.45%
2015-1.21%-2.87%
2014-3.60%+26.91%
2013+17.28%-12.20%
2012+15.67%+4.20%
2011-14.17%+34.98%
2010+8.26%+9.14%
2009+27.02%-19.78%
2008-40.20%+32.03%
2007+2.52%+9.50%
2006N/A+0.84%
2005N/A+8.37%
2004N/A+10.01%
2003N/A+4.32%
2002N/A+9.75%

SPDW vs TLT Drawdown Comparison

The maximum drawdown for SPDW was -60.01%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.

The maximum drawdown for TLT was -48.35%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current TLT drawdown is -41.78%.

RankSPDWTLT
#1-60.01%
Oct 31, 2007 - May 27, 2014
-48.35%
Aug 4, 2020 - Oct 19, 2023
#2-34.97%
Jan 26, 2018 - Nov 11, 2020
-26.58%
Dec 30, 2008 - Aug 18, 2011
#3-30.23%
Sep 3, 2021 - Mar 7, 2024
-20.48%
Jul 25, 2012 - Dec 10, 2014
#4-23.54%
Jul 3, 2014 - May 2, 2017
-17.88%
Jul 8, 2016 - Jul 2, 2019
#5-13.53%
Mar 19, 2025 - Apr 28, 2025
-15.80%
Jan 30, 2015 - Jun 9, 2016
#6-12.79%
Jul 16, 2007 - Oct 10, 2007
-15.73%
Mar 9, 2020 - Apr 21, 2020
#7-11.55%
Feb 26, 2026 - May 6, 2026
-15.69%
Jun 13, 2003 - Dec 15, 2004
#8-9.62%
Sep 26, 2024 - Mar 5, 2025
-10.91%
Oct 3, 2011 - Dec 19, 2011
#9-7.71%
Jul 12, 2024 - Aug 21, 2024
-10.82%
Jun 30, 2005 - Nov 24, 2006
#10-5.66%
Jun 14, 2021 - Sep 2, 2021
-10.41%
Dec 19, 2011 - May 17, 2012
#11-5.23%
Nov 12, 2025 - Dec 10, 2025
-8.63%
Apr 21, 2020 - Jul 30, 2020
#12-4.74%
Mar 27, 2024 - May 9, 2024
-8.24%
Aug 28, 2019 - Feb 20, 2020
#13-4.72%
Jun 2, 2026 - Jun 15, 2026
-8.03%
Dec 4, 2006 - Aug 31, 2007
#14-4.49%
Jan 8, 2021 - Feb 9, 2021
-7.49%
Mar 20, 2008 - Sep 4, 2008
#15-4.38%
Oct 12, 2007 - Oct 26, 2007
-6.68%
Sep 24, 2002 - Feb 20, 2003

Correlation

Correlation between SPDW and TLT is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37
-101

Dividend Comparison (2002 - 2026)

SPDW vs TLT dividend yield comparison.

YearSPDWTLT
20261.40%2.75%
20253.30%4.43%
20243.19%4.30%
20232.75%3.38%
20223.12%2.67%
20213.04%1.50%
20201.87%1.50%
20193.13%2.27%
20183.08%2.63%
20171.86%2.43%
20163.12%2.60%
20152.78%2.61%
20143.51%2.67%
20132.36%3.26%
20122.23%2.68%
20113.26%3.30%
20102.25%4.16%
20090.79%4.05%
20083.43%3.49%
20072.01%4.50%
20060.00%4.52%
20050.00%4.55%
20040.00%4.68%
20030.00%5.30%
20020.00%2.19%

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