SPTI vs FNDA
Comparison between SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF) and SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF (FNDA, ETF).
5-Year PerformanceFNDA has outperformed SPTI, delivering a return of +8.3% compared to +0.2%
SPTI vs FNDA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPTI vs FNDA - Historical Returns
Returns include dividend reinvestment.
SPTI vs FNDA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SPTI | FNDA |
|---|---|---|
| 2026 | -0.25% | +11.52% |
| 2025 | +7.38% | +7.91% |
| 2024 | +1.63% | +9.51% |
| 2023 | +3.84% | +20.41% |
| 2022 | -10.14% | -15.39% |
| 2021 | -2.58% | +32.85% |
| 2020 | +7.49% | +8.35% |
| 2019 | +6.09% | +23.72% |
| 2018 | +2.39% | -12.90% |
| 2017 | +1.11% | +11.89% |
| 2016 | +0.76% | +25.78% |
| 2015 | +1.54% | -4.69% |
| 2014 | +2.52% | +8.81% |
| 2013 | -1.21% | +14.35% |
| 2012 | +1.74% | N/A |
| 2011 | +6.49% | N/A |
| 2010 | +4.90% | N/A |
| 2009 | -1.02% | N/A |
| 2008 | +10.99% | N/A |
| 2007 | +7.17% | N/A |
SPTI vs FNDA Drawdown Comparison
The maximum drawdown for SPTI was -16.12%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for FNDA was -44.64%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current SPTI drawdown is -2.30%. The current FNDA drawdown is -2.07%.
| Rank | SPTI | FNDA |
|---|---|---|
| #1 | -16.12% Aug 4, 2020 - Oct 20, 2022 | -44.64% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -7.64% Oct 7, 2008 - Nov 14, 2008 | -25.92% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -4.82% Dec 18, 2008 - May 6, 2010 | -25.32% Nov 5, 2021 - Dec 26, 2023 |
| #4 | -4.47% Mar 17, 2008 - Sep 15, 2008 | -24.88% Aug 29, 2018 - Jan 16, 2020 |
| #5 | -3.83% Jul 5, 2016 - Dec 31, 2018 | -22.04% Jun 23, 2015 - Aug 8, 2016 |
| #6 | -3.78% Nov 4, 2010 - Jun 8, 2011 | -12.36% Jul 3, 2014 - Dec 23, 2014 |
| #7 | -3.06% May 2, 2013 - Oct 8, 2014 | -9.89% Jun 8, 2021 - Nov 1, 2021 |
| #8 | -2.25% Sep 4, 2019 - Jan 27, 2020 | -9.38% Jan 26, 2018 - May 21, 2018 |
| #9 | -2.07% Mar 9, 2020 - Mar 23, 2020 | -9.36% Feb 10, 2026 - Apr 17, 2026 |
| #10 | -1.91% Sep 17, 2008 - Oct 6, 2008 | -9.01% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -1.61% Jan 30, 2015 - Sep 24, 2015 | -8.82% Mar 15, 2021 - May 7, 2021 |
| #12 | -1.57% Jan 31, 2012 - Apr 30, 2012 | -7.38% Mar 28, 2024 - May 15, 2024 |
| #13 | -1.56% Oct 14, 2015 - Jan 28, 2016 | -7.09% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -1.46% Nov 26, 2007 - Jan 2, 2008 | -6.70% Dec 27, 2023 - Mar 21, 2024 |
| #15 | -1.43% Sep 22, 2011 - Nov 23, 2011 | -6.38% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between SPTI and FNDA is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
SPTI vs FNDA dividend yield comparison.
| Year | SPTI | FNDA |
|---|---|---|
| 2026 | 1.27% | 0.17% |
| 2025 | 3.79% | 1.22% |
| 2024 | 3.77% | 1.53% |
| 2023 | 2.99% | 1.37% |
| 2022 | 1.45% | 1.38% |
| 2021 | 0.53% | 1.15% |
| 2020 | 0.75% | 1.31% |
| 2019 | 2.02% | 1.38% |
| 2018 | 1.97% | 1.64% |
| 2017 | 1.46% | 1.30% |
| 2016 | 1.23% | 1.18% |
| 2015 | 1.18% | 1.33% |
| 2014 | 1.06% | 1.06% |
| 2013 | 1.47% | 0.32% |
| 2012 | 2.08% | 0.00% |
| 2011 | 2.12% | 0.00% |
| 2010 | 2.23% | 0.00% |
| 2009 | 2.33% | 0.00% |
| 2008 | 3.08% | 0.00% |
| 2007 | 2.67% | 0.00% |
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