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SPLB vs EPS

Comparison between SPDR(R) PORTFOLIO LONG TERM CORPORATE BOND ETF (SPLB, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).

5-Year PerformanceEPS has outperformed SPLB, delivering a return of +12.5% compared to -1.8%

SPLB vs EPS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPLB
$1.30B
EPS
$1.30B
Expense Ratio
Winner
SPLB
0.04%
EPS
0.08%
Max Drawdown
Winner
SPLB
40.25%
EPS
55.60%
Sharpe Ratio
SPLB
0.48
Winner
EPS
2.14
5Y Beta
Winner
SPLB
0.21
EPS
0.90
P/E Ratio
SPLB
N/A
EPS
23.71
Forward P/E
SPLB
N/A
EPS
19.12
5Y Dividends CAGR
SPLB
5.91%
Winner
EPS
8.33%
5Y EPS CAGR
SPLB
N/A
EPS
25.30%
Debt to Equity
SPLB
N/A
EPS
26.36%
P/S Ratio
SPLB
N/A
EPS
3.01
P/B Ratio
SPLB
N/A
EPS
4.22

SPLB vs EPS - Historical Returns

Returns include dividend reinvestment.

1M
SPLB
+0.19%
Winner
EPS
+8.58%
3M
SPLB
-0.21%
Winner
EPS
+6.58%
6M
SPLB
+0.45%
Winner
EPS
+11.27%
1Y
SPLB
+8.16%
Winner
EPS
+32.07%
5Y(CAGR)
SPLB
-1.75%
Winner
EPS
+12.49%
10Y(CAGR)
SPLB
+2.29%
Winner
EPS
+14.82%
Max(CAGR)
SPLB
+5.34%
Winner
EPS
+10.35%

SPLB vs EPS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSPLBEPS
2026+0.83%+8.53%
2025+7.00%+17.52%
2024-0.87%+24.38%
2023+9.99%+23.19%
2022-24.50%-16.52%
2021-1.19%+29.19%
2020+12.95%+11.09%
2019+23.01%+32.16%
2018-6.46%-7.91%
2017+12.35%+22.21%
2016+10.84%+15.33%
2015-5.93%-1.36%
2014+15.68%+14.27%
2013-5.10%+29.44%
2012+10.54%+12.80%
2011+16.73%+2.58%
2010+8.75%+11.74%
2009+20.91%+23.43%
2008N/A-35.92%
2007N/A+2.94%

SPLB vs EPS Drawdown Comparison

The maximum drawdown for SPLB was -34.47%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.

The current SPLB drawdown is -14.70%.

RankSPLBEPS
#1-34.47%
Sep 22, 2021 - Oct 24, 2022
-54.41%
Oct 10, 2007 - Mar 14, 2012
#2-27.95%
Mar 6, 2020 - Jul 7, 2020
-35.79%
Feb 12, 2020 - Sep 2, 2020
#3-13.99%
May 2, 2013 - May 1, 2014
-23.56%
Jan 4, 2022 - Dec 13, 2023
#4-12.29%
Jan 30, 2015 - Jun 8, 2016
-18.98%
Sep 20, 2018 - Apr 8, 2019
#5-10.67%
Aug 6, 2020 - Sep 22, 2021
-17.65%
Feb 19, 2025 - Jun 27, 2025
#6-9.87%
Dec 15, 2017 - Apr 10, 2019
-15.09%
May 21, 2015 - Jul 14, 2016
#7-9.71%
Jul 8, 2016 - Jun 21, 2017
-10.72%
Apr 2, 2012 - Aug 21, 2012
#8-7.96%
Aug 26, 2010 - May 17, 2011
-10.31%
Jul 13, 2007 - Oct 9, 2007
#9-6.61%
Sep 28, 2009 - Apr 27, 2010
-10.19%
Jan 26, 2018 - Aug 29, 2018
#10-5.11%
Aug 28, 2019 - Dec 13, 2019
-8.98%
Sep 2, 2020 - Nov 9, 2020
#11-5.00%
Aug 4, 2011 - Sep 22, 2011
-8.39%
Feb 2, 2026 - Apr 14, 2026
#12-4.94%
Oct 15, 2012 - Apr 26, 2013
-7.84%
May 3, 2019 - Jul 1, 2019
#13-4.83%
Nov 1, 2011 - Jan 17, 2012
-7.82%
Jul 16, 2024 - Aug 30, 2024
#14-4.68%
May 6, 2010 - Jul 16, 2010
-7.47%
Sep 18, 2014 - Oct 31, 2014
#15-4.46%
Aug 28, 2014 - Oct 14, 2014
-7.30%
Sep 14, 2012 - Jan 2, 2013

Correlation

Correlation between SPLB and EPS is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2007 - 2026)

SPLB vs EPS dividend yield comparison.

YearSPLBEPS
20261.81%0.26%
20255.25%1.26%
20245.20%1.47%
20234.60%1.73%
20224.53%1.95%
20213.00%1.51%
20203.01%1.85%
20193.79%1.70%
20184.50%2.02%
20174.06%1.59%
20164.34%1.99%
20154.70%2.15%
20144.25%1.66%
20134.89%1.63%
20124.85%2.17%
20114.94%1.95%
20108.04%1.70%
20095.06%1.93%
20080.00%2.73%
20070.00%1.41%

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