SPTB vs OPTZ
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO TREASURY ETF (SPTB, ETF) and OPTIMIZE STRATEGY INDEX ETF (OPTZ, ETF).
SPTB vs OPTZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPTB
$286M
OPTZ
$285M
Expense Ratio
Winner
SPTB
0.03%
OPTZ
0.25%
Max Drawdown
Winner
SPTB
6.32%
OPTZ
25.98%
Sharpe Ratio
SPTB
-0.26
Winner
OPTZ
1.73
5Y Beta
Winner
SPTB
-0.01
OPTZ
1.19
P/E Ratio
SPTB
N/A
OPTZ
41.80
Forward P/E
SPTB
N/A
OPTZ
14.34
5Y EPS CAGR
SPTB
N/A
OPTZ
23.90%
Debt to Equity
SPTB
N/A
OPTZ
21.49%
P/S Ratio
SPTB
N/A
OPTZ
1.59
P/B Ratio
SPTB
N/A
OPTZ
4.37
SPTB vs OPTZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPTB
-0.40%
OPTZ
-6.32%
3M
SPTB
-0.75%
Winner
OPTZ
+11.53%
6M
SPTB
-0.24%
Winner
OPTZ
+22.24%
1Y
SPTB
+2.43%
Winner
OPTZ
+45.84%
Max(CAGR)
SPTB
+3.66%
Winner
OPTZ
+31.28%
SPTB vs OPTZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SPTB | OPTZ |
|---|---|---|
| 2026 | -0.31% | +27.38% |
| 2025 | +6.10% | +22.56% |
| 2024 | +2.17% | +16.81% |
SPTB vs OPTZ Drawdown Comparison
The maximum drawdown for SPTB was -4.96%, occurring on Jan 14, 2025. Recovery took 138 trading sessions.
The maximum drawdown for OPTZ was -25.75%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.
The current SPTB drawdown is -2.19%. The current OPTZ drawdown is -7.07%.
| Rank | SPTB | OPTZ |
|---|---|---|
| #1 | -4.96% Sep 16, 2024 - Apr 4, 2025 | -25.75% Dec 4, 2024 - Jul 17, 2025 |
| #2 | -2.90% Feb 27, 2026 - May 19, 2026 | -10.63% Mar 2, 2026 - Apr 9, 2026 |
| #3 | -2.66% Apr 4, 2025 - Aug 1, 2025 | -10.09% Jun 30, 2026 - Jul 20, 2026 |
| #4 | -1.33% Jun 14, 2024 - Jul 11, 2024 | -9.01% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -1.20% Aug 5, 2024 - Aug 21, 2024 | -7.35% Oct 27, 2025 - Dec 3, 2025 |
| #6 | -1.01% Oct 22, 2025 - Nov 26, 2025 | -5.62% Jun 3, 2026 - Jun 12, 2026 |
| #7 | -0.98% May 21, 2024 - Jun 3, 2024 | -4.32% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -0.92% Jun 6, 2024 - Jun 13, 2024 | -4.25% May 11, 2026 - May 22, 2026 |
| #9 | -0.90% Nov 26, 2025 - Feb 10, 2026 | -4.08% Oct 6, 2025 - Oct 24, 2025 |
| #10 | -0.67% Jul 17, 2024 - Jul 30, 2024 | -3.46% Jun 22, 2026 - Jun 30, 2026 |
| #11 | -0.66% Sep 16, 2025 - Oct 10, 2025 | -3.40% Jul 28, 2025 - Aug 8, 2025 |
| #12 | -0.57% Aug 21, 2024 - Sep 4, 2024 | -2.97% Dec 11, 2025 - Jan 6, 2026 |
| #13 | -0.56% Aug 5, 2025 - Aug 27, 2025 | -2.64% Aug 13, 2025 - Aug 26, 2025 |
| #14 | -0.27% Aug 28, 2025 - Sep 3, 2025 | -2.42% Aug 28, 2025 - Sep 11, 2025 |
| #15 | -0.22% Jul 12, 2024 - Jul 16, 2024 | -2.25% Apr 24, 2026 - Apr 30, 2026 |
Correlation
Correlation between SPTB and OPTZ is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2024 - 2026)
SPTB vs OPTZ dividend yield comparison.
| Year | SPTB | OPTZ |
|---|---|---|
| 2026 | 2.04% | 0.00% |
| 2025 | 4.23% | 0.58% |
| 2024 | 2.76% | 0.32% |
Select Stocks to Compare
Popular: SPTB vs SPYOPTZ vs SPY
More Comparisons
Compare with similar stocks