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SPLB vs VTWV

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM CORPORATE BOND ETF (SPLB, ETF) and VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES (VTWV, ETF).

5-Year PerformanceVTWV has outperformed SPLB, delivering a return of +8.3% compared to -2.3%

SPLB vs VTWV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPLB
$1.30B
VTWV
$1.30B
Expense Ratio
Winner
SPLB
0.04%
VTWV
0.06%
Max Drawdown
Winner
SPLB
40.25%
VTWV
47.32%
Sharpe Ratio
SPLB
0.42
Winner
VTWV
1.91
5Y Beta
Winner
SPLB
0.22
VTWV
0.98
P/E Ratio
SPLB
N/A
VTWV
225.38
Forward P/E
SPLB
N/A
VTWV
12.53
5Y Dividends CAGR
SPLB
4.35%
Winner
VTWV
13.82%
5Y EPS CAGR
SPLB
N/A
VTWV
8.19%
Debt to Equity
SPLB
N/A
VTWV
45.47%

SPLB vs VTWV - Historical Returns

Returns include dividend reinvestment.

1M
SPLB
+2.98%
Winner
VTWV
+5.77%
3M
SPLB
+2.70%
Winner
VTWV
+17.43%
6M
SPLB
+1.38%
Winner
VTWV
+18.54%
1Y
SPLB
+6.82%
Winner
VTWV
+44.33%
5Y(CAGR)
SPLB
-2.35%
Winner
VTWV
+8.27%
10Y(CAGR)
SPLB
+2.51%
Winner
VTWV
+10.70%
Max(CAGR)
SPLB
+6.71%
Winner
VTWV
+10.71%

SPLB vs VTWV - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSPLBVTWV
2026+1.78%+19.67%
2025+7.00%+12.87%
2024-0.87%+8.32%
2023+9.99%+15.35%
2022-24.50%-15.53%
2021-1.19%+29.81%
2020+12.95%+5.33%
2019+23.01%+21.90%
2018-6.46%-13.64%
2017+14.14%+7.38%
2016+13.23%+34.40%
2015-3.81%-7.09%
2014+18.22%+5.36%
2013-2.84%+30.38%
2012+13.27%+14.34%
2011+19.84%-6.79%
2010+13.07%+18.62%
2009+24.07%N/A

SPLB vs VTWV 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 VTWV was -45.72%, occurring on Mar 23, 2020. Recovery took 584 trading sessions.

The current SPLB drawdown is -13.90%. The current VTWV drawdown is -0.17%.

RankSPLBVTWV
#1-34.47%
Sep 22, 2021 - Oct 24, 2022
-45.72%
Aug 21, 2018 - Dec 15, 2020
#2-27.95%
Mar 6, 2020 - Jul 7, 2020
-28.07%
Apr 29, 2011 - Sep 7, 2012
#3-13.48%
May 2, 2013 - Apr 7, 2014
-26.72%
Nov 25, 2024 - Sep 18, 2025
#4-11.52%
Jan 30, 2015 - Apr 7, 2016
-25.74%
Nov 8, 2021 - Jul 16, 2024
#5-10.67%
Aug 6, 2020 - Sep 22, 2021
-22.20%
Jun 23, 2015 - Aug 5, 2016
#6-9.87%
Dec 15, 2017 - Apr 10, 2019
-12.42%
Jul 1, 2014 - Dec 29, 2014
#7-9.08%
Aug 29, 2016 - Jun 2, 2017
-11.92%
Jun 8, 2021 - Nov 3, 2021
#8-7.49%
Oct 8, 2010 - May 3, 2011
-11.01%
Sep 14, 2012 - Jan 2, 2013
#9-5.39%
Sep 28, 2009 - Mar 17, 2010
-9.88%
Jul 26, 2024 - Oct 16, 2024
#10-5.11%
Aug 28, 2019 - Dec 13, 2019
-9.72%
Mar 12, 2021 - Jun 1, 2021
#11-5.00%
Aug 4, 2011 - Sep 21, 2011
-9.24%
Jan 23, 2018 - May 17, 2018
#12-4.83%
Nov 1, 2011 - Jan 17, 2012
-8.64%
Feb 9, 2026 - Apr 13, 2026
#13-4.68%
May 6, 2010 - Jul 1, 2010
-7.26%
Jan 22, 2014 - Feb 28, 2014
#14-4.29%
Aug 28, 2014 - Oct 8, 2014
-7.01%
Oct 24, 2025 - Nov 26, 2025
#15-4.17%
Jul 24, 2012 - Oct 3, 2012
-6.84%
Mar 1, 2017 - Sep 25, 2017

Correlation

Correlation between SPLB and VTWV is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2009 - 2026)

SPLB vs VTWV dividend yield comparison.

YearSPLBVTWV
20262.26%0.69%
20255.25%1.79%
20245.20%1.78%
20234.60%2.02%
20224.53%2.07%
20213.00%1.60%
20203.01%1.49%
20193.79%1.82%
20184.50%2.04%
20175.57%1.63%
20166.51%1.57%
20157.05%2.03%
20146.38%1.71%
20137.33%1.42%
20127.27%1.92%
20117.41%1.27%
201012.06%0.70%
20097.58%0.00%

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