SPHY vs SPTL

Comparison between SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).

5-Year PerformanceSPHY has outperformed SPTL, delivering a return of +4.5% compared to -4.9%

SPHY vs SPTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPHY(ETF)	SPTL(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.05%	0.03%
Max Drawdown	23.35%	50.17%
Sharpe Ratio	1.19	-0.06
5Y Beta	0.23	0.05
5Y Dividends CAGR	4.66%	10.44%

Net Assets

SPHY

$11B

SPTL

$11B

Expense Ratio

SPHY

0.05%

Winner

SPTL

0.03%

Max Drawdown

Winner

SPHY

23.35%

SPTL

50.17%

Sharpe Ratio

Winner

SPHY

1.19

SPTL

-0.06

5Y Beta

SPHY

0.23

Winner

SPTL

0.05

5Y Dividends CAGR

SPHY

4.66%

Winner

SPTL

10.44%

SPHY vs SPTL - Historical Returns

Returns include dividend reinvestment.

Period	SPHY	SPTL
1 month	+0.07%	-1.52%
3 months	+0.45%	-3.36%
6 months	+2.28%	-2.93%
1 year	+7.34%	+3.65%
5 years(CAGR)	+4.54%	-4.88%
10 years(CAGR)	+5.17%	-1.01%
Max(CAGR)	+4.94%	+3.25%

Winner

SPHY

+0.07%

SPTL

-1.52%

Winner

SPHY

+0.45%

SPTL

-3.36%

Winner

SPHY

+2.28%

SPTL

-2.93%

Winner

SPHY

+7.34%

SPTL

+3.65%

5Y(CAGR)

Winner

SPHY

+4.54%

SPTL

-4.88%

10Y(CAGR)

Winner

SPHY

+5.17%

SPTL

-1.01%

Max(CAGR)

Winner

SPHY

+4.94%

SPTL

+3.25%

SPHY vs SPTL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPHY	SPTL
2026	+1.08%	-0.85%
2025	+8.31%	+5.24%
2024	+8.81%	-5.65%
2023	+12.80%	+1.56%
2022	-10.48%	-27.72%
2021	+5.74%	-4.85%
2020	+6.44%	+16.63%
2019	+13.55%	+13.32%
2018	-2.69%	-0.37%
2017	+6.73%	+8.59%
2016	+11.15%	+0.30%
2015	-3.64%	-2.28%
2014	+6.53%	+24.75%
2013	-1.34%	-11.41%
2012	+7.21%	+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%

SPHY vs SPTL Drawdown Comparison

The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

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

The current SPHY drawdown is -0.40%. The current SPTL drawdown is -37.29%.

Rank	SPHY	SPTL
#1	-21.97% Feb 14, 2020 - Oct 8, 2020	-46.19% Aug 4, 2020 - Oct 19, 2023
#2	-15.29% Dec 28, 2021 - Dec 14, 2023	-18.61% Dec 18, 2008 - Aug 16, 2010
#3	-8.30% Apr 16, 2015 - Apr 25, 2016	-18.34% Jul 25, 2012 - Dec 8, 2014
#4	-7.23% May 2, 2013 - Feb 24, 2014	-17.07% Jul 8, 2016 - Jun 20, 2019
#5	-4.86% Feb 26, 2025 - May 12, 2025	-14.98% Mar 9, 2020 - Aug 4, 2020
#6	-4.21% Dec 29, 2017 - Feb 15, 2019	-14.50% Jan 30, 2015 - Feb 11, 2016
#7	-4.17% Oct 24, 2016 - Jan 18, 2017	-14.11% Aug 31, 2010 - Aug 4, 2011
#8	-2.48% Aug 21, 2014 - Jan 14, 2015	-9.52% Oct 3, 2011 - Dec 19, 2011
#9	-2.41% Feb 20, 2026 - Apr 8, 2026	-8.87% Dec 19, 2011 - May 15, 2012
#10	-2.36% Nov 9, 2021 - Dec 23, 2021	-8.02% Aug 28, 2019 - Feb 20, 2020
#11	-2.29% Mar 27, 2024 - May 3, 2024	-7.07% Sep 16, 2008 - Nov 19, 2008
#12	-2.28% Jan 29, 2013 - Apr 16, 2013	-6.73% Mar 20, 2008 - Sep 5, 2008
#13	-2.07% Sep 17, 2012 - Oct 11, 2012	-4.57% Nov 26, 2007 - Jan 15, 2008
#14	-1.99% Mar 1, 2017 - Apr 10, 2017	-4.45% Feb 11, 2016 - Jun 3, 2016
#15	-1.84% Feb 27, 2015 - Apr 15, 2015	-4.31% Sep 22, 2011 - Oct 3, 2011

Correlation

Correlation between SPHY and SPTL is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2007 - 2026)

SPHY vs SPTL dividend yield comparison.

Year	SPHY	SPTL
2026	2.36%	1.39%
2025	7.38%	4.12%
2024	7.80%	4.04%
2023	7.30%	3.24%
2022	6.47%	2.75%
2021	5.13%	1.68%
2020	5.63%	1.71%
2019	5.73%	2.45%
2018	4.09%	2.69%
2017	4.41%	2.53%
2016	4.27%	2.56%
2015	4.29%	2.60%
2014	3.98%	2.64%
2013	4.41%	2.98%
2012	2.17%	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%