SPTB vs CZA
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO TREASURY ETF (SPTB, ETF) and INVESCO ZACKS MID-CAP ETF (CZA, ETF).
SPTB vs CZA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPTB
$187M
CZA
$186M
Expense Ratio
Winner
SPTB
0.03%
CZA
0.69%
Max Drawdown
Winner
SPTB
6.32%
CZA
53.86%
Sharpe Ratio
SPTB
-0.16
Winner
CZA
0.85
5Y Beta
Winner
SPTB
-0.01
CZA
0.75
P/E Ratio
SPTB
N/A
CZA
17.42
Forward P/E
SPTB
N/A
CZA
15.23
PEG Ratio
SPTB
N/A
CZA
0.24
5Y Dividends CAGR
SPTB
N/A
CZA
7.13%
5Y EPS CAGR
SPTB
N/A
CZA
16.05%
P/S Ratio
SPTB
N/A
CZA
1.31
P/B Ratio
SPTB
N/A
CZA
2.11
SPTB vs CZA - Historical Returns
Returns include dividend reinvestment.
1M
SPTB
-0.28%
Winner
CZA
+2.03%
3M
SPTB
-1.31%
Winner
CZA
+3.06%
6M
SPTB
-0.14%
Winner
CZA
+7.55%
1Y
SPTB
+3.19%
Winner
CZA
+15.29%
5Y(CAGR)
SPTB
N/A
CZA
+6.86%
10Y(CAGR)
SPTB
N/A
CZA
+10.17%
Max(CAGR)
SPTB
+3.91%
Winner
CZA
+9.54%
SPTB vs CZA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SPTB | CZA |
|---|---|---|
| 2026 | -0.27% | +6.36% |
| 2025 | +6.10% | +8.91% |
| 2024 | +2.17% | +12.40% |
| 2023 | N/A | +7.13% |
| 2022 | N/A | -5.38% |
| 2021 | N/A | +29.39% |
| 2020 | N/A | -0.00% |
| 2019 | N/A | +33.06% |
| 2018 | N/A | -9.19% |
| 2017 | N/A | +21.26% |
| 2016 | N/A | +16.93% |
| 2015 | N/A | -1.42% |
| 2014 | N/A | +10.81% |
| 2013 | N/A | +32.43% |
| 2012 | N/A | +14.15% |
| 2011 | N/A | +2.97% |
| 2010 | N/A | +21.93% |
| 2009 | N/A | +40.05% |
| 2008 | N/A | -35.54% |
| 2007 | N/A | +1.98% |
SPTB vs CZA Drawdown Comparison
The maximum drawdown for SPTB was -4.96%, occurring on Jan 14, 2025. Recovery took 138 trading sessions.
The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.
The current SPTB drawdown is -2.15%.
| Rank | SPTB | CZA |
|---|---|---|
| #1 | -4.96% Sep 16, 2024 - Apr 4, 2025 | -53.20% Jul 17, 2007 - Nov 2, 2010 |
| #2 | -2.90% Feb 27, 2026 - May 19, 2026 | -46.18% Feb 18, 2020 - Jan 12, 2021 |
| #3 | -2.66% Apr 4, 2025 - Aug 1, 2025 | -23.45% Jul 7, 2011 - Mar 15, 2012 |
| #4 | -1.33% Jun 14, 2024 - Jul 11, 2024 | -18.92% Nov 29, 2024 - Dec 10, 2025 |
| #5 | -1.20% Aug 5, 2024 - Aug 21, 2024 | -18.83% Jun 19, 2015 - Jun 1, 2016 |
| #6 | -1.01% Oct 22, 2025 - Nov 26, 2025 | -18.05% Sep 21, 2018 - Apr 1, 2019 |
| #7 | -0.98% May 21, 2024 - Jun 3, 2024 | -17.45% Jan 4, 2022 - Feb 2, 2023 |
| #8 | -0.92% Jun 6, 2024 - Jun 13, 2024 | -16.01% Feb 2, 2023 - Dec 27, 2023 |
| #9 | -0.90% Nov 26, 2025 - Feb 10, 2026 | -10.21% Sep 2, 2014 - Nov 21, 2014 |
| #10 | -0.67% Jul 17, 2024 - Jul 30, 2024 | -9.65% May 1, 2012 - Sep 6, 2012 |
| #11 | -0.66% Sep 16, 2025 - Oct 10, 2025 | -9.21% Mar 2, 2026 - Jun 4, 2026 |
| #12 | -0.57% Aug 21, 2024 - Sep 4, 2024 | -9.04% Jan 26, 2018 - Aug 27, 2018 |
| #13 | -0.56% Aug 5, 2025 - Aug 27, 2025 | -7.42% Jun 8, 2016 - Jul 14, 2016 |
| #14 | -0.27% Aug 28, 2025 - Sep 3, 2025 | -6.84% Jul 24, 2019 - Sep 16, 2019 |
| #15 | -0.22% Jul 12, 2024 - Jul 16, 2024 | -6.56% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between SPTB and CZA is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2007 - 2026)
SPTB vs CZA dividend yield comparison.
| Year | SPTB | CZA |
|---|---|---|
| 2026 | 1.70% | 0.00% |
| 2025 | 4.23% | 1.56% |
| 2024 | 2.76% | 1.27% |
| 2023 | 0.00% | 1.36% |
| 2022 | 0.00% | 1.71% |
| 2021 | 0.00% | 0.89% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 1.40% |
| 2018 | 0.00% | 1.27% |
| 2017 | 0.00% | 1.10% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 1.37% |
| 2014 | 0.00% | 0.74% |
| 2013 | 0.00% | 1.01% |
| 2012 | 0.00% | 1.23% |
| 2011 | 0.00% | 0.24% |
| 2010 | 0.00% | 0.68% |
| 2009 | 0.00% | 0.08% |
| 2008 | 0.00% | 1.01% |
| 2007 | 0.00% | 0.37% |
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