SPTI vs IEF
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF) and ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF).
5-Year PerformanceSPTI has outperformed IEF, delivering a return of -0.0% compared to -1.2%
SPTI vs IEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPTI vs IEF - Historical Returns
Returns include dividend reinvestment.
SPTI vs IEF - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | SPTI | IEF |
|---|---|---|
| 2026 | -0.66% | -0.97% |
| 2025 | +7.38% | +7.97% |
| 2024 | +1.63% | -0.26% |
| 2023 | +3.84% | +2.84% |
| 2022 | -10.14% | -14.36% |
| 2021 | -2.58% | -3.35% |
| 2020 | +7.49% | +9.50% |
| 2019 | +6.09% | +7.80% |
| 2018 | +2.39% | +1.32% |
| 2017 | +1.11% | +2.60% |
| 2016 | +0.76% | +0.58% |
| 2015 | +1.54% | +1.00% |
| 2014 | +2.52% | +8.64% |
| 2013 | -1.21% | -5.66% |
| 2012 | +1.74% | +4.33% |
| 2011 | +6.49% | +16.00% |
| 2010 | +4.90% | +9.10% |
| 2009 | -1.02% | -5.23% |
| 2008 | +10.99% | +17.07% |
| 2007 | +7.17% | +10.05% |
| 2006 | N/A | +2.53% |
| 2005 | N/A | +2.44% |
| 2004 | N/A | +4.97% |
| 2003 | N/A | +3.73% |
| 2002 | N/A | +6.25% |
SPTI vs IEF 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 IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current SPTI drawdown is -2.70%. The current IEF drawdown is -11.71%.
| Rank | SPTI | IEF |
|---|---|---|
| #1 | -16.12% Aug 4, 2020 - Oct 20, 2022 | -23.92% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -7.64% Oct 7, 2008 - Nov 14, 2008 | -10.40% Dec 30, 2008 - Jun 28, 2010 |
| #3 | -4.82% Dec 18, 2008 - May 6, 2010 | -9.07% May 1, 2013 - Oct 14, 2014 |
| #4 | -4.47% Mar 17, 2008 - Sep 15, 2008 | -8.81% Jul 8, 2016 - May 28, 2019 |
| #5 | -3.83% Jul 5, 2016 - Dec 31, 2018 | -8.53% Jun 13, 2003 - Mar 16, 2004 |
| #6 | -3.78% Nov 4, 2010 - Jun 8, 2011 | -8.01% Oct 11, 2010 - Jul 13, 2011 |
| #7 | -3.06% May 2, 2013 - Oct 8, 2014 | -7.21% Mar 16, 2004 - Sep 22, 2004 |
| #8 | -2.25% Sep 4, 2019 - Jan 27, 2020 | -6.18% Mar 20, 2008 - Sep 15, 2008 |
| #9 | -2.07% Mar 9, 2020 - Mar 23, 2020 | -5.37% Sep 17, 2008 - Nov 19, 2008 |
| #10 | -1.91% Sep 17, 2008 - Oct 6, 2008 | -5.35% Jan 30, 2015 - Jan 28, 2016 |
| #11 | -1.61% Jan 30, 2015 - Sep 24, 2015 | -4.91% Jun 1, 2005 - Sep 21, 2006 |
| #12 | -1.57% Jan 31, 2012 - Apr 30, 2012 | -4.68% Mar 9, 2020 - Apr 1, 2020 |
| #13 | -1.56% Oct 14, 2015 - Jan 28, 2016 | -4.40% Sep 22, 2011 - Dec 19, 2011 |
| #14 | -1.46% Nov 26, 2007 - Jan 2, 2008 | -4.03% Oct 9, 2002 - Feb 13, 2003 |
| #15 | -1.43% Sep 22, 2011 - Nov 23, 2011 | -3.91% Feb 9, 2005 - May 5, 2005 |
Correlation
Correlation between SPTI and IEF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2002 - 2026)
SPTI vs IEF dividend yield comparison.
| Year | SPTI | IEF |
|---|---|---|
| 2026 | 1.61% | 1.65% |
| 2025 | 3.79% | 3.77% |
| 2024 | 3.77% | 3.62% |
| 2023 | 2.99% | 2.91% |
| 2022 | 1.45% | 1.96% |
| 2021 | 0.53% | 0.83% |
| 2020 | 0.75% | 1.08% |
| 2019 | 2.02% | 2.08% |
| 2018 | 1.97% | 2.24% |
| 2017 | 1.46% | 1.82% |
| 2016 | 1.23% | 1.81% |
| 2015 | 1.18% | 1.90% |
| 2014 | 1.06% | 2.05% |
| 2013 | 1.47% | 1.77% |
| 2012 | 2.08% | 1.79% |
| 2011 | 2.12% | 2.55% |
| 2010 | 2.23% | 3.24% |
| 2009 | 2.33% | 3.96% |
| 2008 | 3.08% | 3.71% |
| 2007 | 2.67% | 4.29% |
| 2006 | 0.00% | 4.23% |
| 2005 | 0.00% | 3.87% |
| 2004 | 0.00% | 3.74% |
| 2003 | 0.00% | 3.80% |
| 2002 | 0.00% | 2.07% |
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