SPSB vs SPTL

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).

5-Year PerformanceSPSB has outperformed SPTL, delivering a return of +2.8% compared to -6.7%

SPSB vs SPTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPSB(ETF)	SPTL(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.04%	0.03%
Max Drawdown	11.75%	50.17%
Sharpe Ratio	-0.20	-0.48
5Y Beta	0.02	0.07
5Y Dividends CAGR	22.87%	7.52%

Net Assets

SPSB

$11B

SPTL

$11B

Expense Ratio

SPSB

0.04%

Winner

SPTL

0.03%

Max Drawdown

Winner

SPSB

11.75%

SPTL

50.17%

Sharpe Ratio

Winner

SPSB

-0.20

SPTL

-0.48

5Y Beta

Winner

SPSB

0.02

SPTL

0.07

5Y Dividends CAGR

Winner

SPSB

22.87%

SPTL

7.52%

SPSB vs SPTL - Historical Returns

Returns include dividend reinvestment.

Period	SPSB	SPTL
1 month	+0.36%	-1.46%
3 months	+0.78%	-1.95%
6 months	+1.03%	-2.86%
1 year	+3.62%	-0.53%
5 years(CAGR)	+2.83%	-6.72%
10 years(CAGR)	+2.63%	-1.69%
Max(CAGR)	+2.30%	+3.14%

Winner

SPSB

+0.36%

SPTL

-1.46%

Winner

SPSB

+0.78%

SPTL

-1.95%

Winner

SPSB

+1.03%

SPTL

-2.86%

Winner

SPSB

+3.62%

SPTL

-0.53%

5Y(CAGR)

Winner

SPSB

+2.83%

SPTL

-6.72%

10Y(CAGR)

Winner

SPSB

+2.63%

SPTL

-1.69%

Max(CAGR)

SPSB

+2.30%

Winner

SPTL

+3.14%

SPSB vs SPTL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPSB	SPTL
2026	+1.46%	-2.07%
2025	+5.90%	+5.24%
2024	+5.39%	-5.65%
2023	+5.53%	+1.56%
2022	-3.19%	-27.72%
2021	-0.20%	-4.85%
2020	+3.83%	+16.63%
2019	+5.21%	+13.32%
2018	+1.45%	-0.37%
2017	+1.68%	+8.59%
2016	+2.09%	+0.30%
2015	+0.87%	-2.28%
2014	+0.87%	+24.75%
2013	+1.12%	-11.41%
2012	+3.04%	+4.22%
2011	+1.28%	+30.74%
2010	+2.81%	+8.86%
2009	-1.14%	-11.11%
2008	N/A	+22.95%
2007	N/A	+9.65%

SPSB vs SPTL Drawdown Comparison

The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

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

The current SPTL drawdown is -38.06%.

Rank	SPSB	SPTL
#1	-11.75% Mar 5, 2020 - May 18, 2020	-46.19% Aug 4, 2020 - Oct 19, 2023
#2	-5.96% Sep 14, 2021 - Nov 28, 2023	-18.61% Dec 18, 2008 - Aug 16, 2010
#3	-1.39% Aug 1, 2011 - Jan 10, 2012	-18.34% Jul 25, 2012 - Dec 8, 2014
#4	-1.28% Dec 17, 2009 - Jul 14, 2010	-17.07% Jul 8, 2016 - Jun 20, 2019
#5	-1.02% Nov 4, 2010 - Jan 28, 2011	-14.98% Mar 9, 2020 - Aug 4, 2020
#6	-0.93% Sep 7, 2017 - Jul 30, 2018	-14.50% Jan 30, 2015 - Feb 11, 2016
#7	-0.87% Feb 23, 2026 - Apr 17, 2026	-14.11% Aug 31, 2010 - Aug 4, 2011
#8	-0.78% May 6, 2013 - Sep 18, 2013	-9.52% Oct 3, 2011 - Dec 19, 2011
#9	-0.77% Apr 3, 2025 - Apr 25, 2025	-8.87% Dec 19, 2011 - May 15, 2012
#10	-0.73% Oct 22, 2015 - Mar 16, 2016	-8.02% Aug 28, 2019 - Feb 20, 2020
#11	-0.69% Sep 6, 2016 - Feb 6, 2017	-7.07% Sep 16, 2008 - Nov 19, 2008
#12	-0.63% May 15, 2015 - Oct 6, 2015	-6.73% Mar 20, 2008 - Sep 5, 2008
#13	-0.63% Oct 2, 2024 - Dec 4, 2024	-4.57% Nov 26, 2007 - Jan 15, 2008
#14	-0.62% Oct 21, 2014 - Jan 27, 2015	-4.45% Feb 11, 2016 - Jun 3, 2016
#15	-0.56% Feb 3, 2012 - Feb 28, 2012	-4.31% Sep 22, 2011 - Oct 3, 2011

Correlation

Correlation between SPSB and SPTL is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2007 - 2026)

SPSB vs SPTL dividend yield comparison.

Year	SPSB	SPTL
2026	2.49%	2.52%
2025	4.55%	4.12%
2024	4.85%	4.04%
2023	4.06%	3.24%
2022	1.92%	2.75%
2021	1.19%	1.68%
2020	1.94%	1.71%
2019	2.77%	2.45%
2018	2.36%	2.69%
2017	1.94%	2.53%
2016	1.65%	2.56%
2015	1.43%	2.60%
2014	1.26%	2.64%
2013	1.40%	2.98%
2012	1.55%	2.59%
2011	1.95%	3.01%
2010	2.05%	3.92%
2009	0.04%	4.27%
2008	0.00%	3.86%
2007	0.00%	2.65%