SPTI vs IJK

Comparison between SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF) and ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF).

5-Year PerformanceIJK has outperformed SPTI, delivering a return of +7.6% compared to +0.2%

SPTI vs IJK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTI(ETF)	IJK(ETF)
Net Assets	$9.80B	$9.90B
Expense Ratio	0.03%	0.17%
Max Drawdown	18.96%	54.57%
Sharpe Ratio	0.01	1.52
5Y Beta	-0.02	1.07
P/E Ratio	N/A	30.24
Forward P/E	N/A	20.16
5Y Dividends CAGR	48.51%	7.90%
5Y EPS CAGR	N/A	18.26%
Debt to Equity	N/A	49.04%
P/S Ratio	N/A	3.09
P/B Ratio	N/A	4.50

Net Assets

SPTI

$9.80B

Winner

IJK

$9.90B

Expense Ratio

Winner

SPTI

0.03%

IJK

0.17%

Max Drawdown

Winner

SPTI

18.96%

IJK

54.57%

Sharpe Ratio

SPTI

0.01

Winner

IJK

1.52

5Y Beta

Winner

SPTI

-0.02

IJK

1.07

P/E Ratio

SPTI

N/A

IJK

30.24

Forward P/E

SPTI

N/A

IJK

20.16

5Y Dividends CAGR

Winner

SPTI

48.51%

IJK

7.90%

5Y EPS CAGR

SPTI

N/A

IJK

18.26%

Debt to Equity

SPTI

N/A

IJK

49.04%

P/S Ratio

SPTI

N/A

IJK

3.09

P/B Ratio

SPTI

N/A

IJK

4.50

SPTI vs IJK - Historical Returns

Returns include dividend reinvestment.

Period	SPTI	IJK
1 month	-0.10%	+6.77%
3 months	-0.22%	+7.05%
6 months	+0.46%	+17.82%
1 year	+4.27%	+31.62%
5 years(CAGR)	+0.19%	+7.61%
10 years(CAGR)	+1.40%	+11.64%
Max(CAGR)	+2.54%	+8.70%

SPTI

-0.10%

Winner

IJK

+6.77%

SPTI

-0.22%

Winner

IJK

+7.05%

SPTI

+0.46%

Winner

IJK

+17.82%

SPTI

+4.27%

Winner

IJK

+31.62%

5Y(CAGR)

SPTI

+0.19%

Winner

IJK

+7.61%

10Y(CAGR)

SPTI

+1.40%

Winner

IJK

+11.64%

Max(CAGR)

SPTI

+2.54%

Winner

IJK

+8.70%

SPTI vs IJK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SPTI	IJK
2026	+0.21%	+14.68%
2025	+7.38%	+7.13%
2024	+1.63%	+16.51%
2023	+3.84%	+18.34%
2022	-10.14%	-18.96%
2021	-2.58%	+20.35%
2020	+7.49%	+21.93%
2019	+6.09%	+27.10%
2018	+2.39%	-11.46%
2017	+1.11%	+19.22%
2016	+0.76%	+16.58%
2015	+1.54%	+1.78%
2014	+2.52%	+8.56%
2013	-1.21%	+28.90%
2012	+1.74%	+16.30%
2011	+6.49%	-2.55%
2010	+4.90%	+28.48%
2009	-1.02%	+37.16%
2008	+10.99%	-36.84%
2007	+7.17%	+12.52%
2006	N/A	+4.12%
2005	N/A	+15.12%
2004	N/A	+13.84%
2003	N/A	+27.15%
2002	N/A	-18.87%
2001	N/A	-2.29%
2000	N/A	-2.70%

SPTI vs IJK 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 IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.

The current SPTI drawdown is -1.85%. The current IJK drawdown is -0.69%.

Rank	SPTI	IJK
#1	-16.12% Aug 4, 2020 - Oct 20, 2022	-54.47% Jun 5, 2008 - Nov 4, 2010
#2	-7.64% Oct 7, 2008 - Nov 14, 2008	-46.34% Sep 1, 2000 - Nov 17, 2005
#3	-4.82% Dec 18, 2008 - May 6, 2010	-39.25% Feb 20, 2020 - Aug 12, 2020
#4	-4.47% Mar 17, 2008 - Sep 15, 2008	-29.23% Nov 16, 2021 - Feb 29, 2024
#5	-3.83% Jul 5, 2016 - Dec 31, 2018	-25.75% Jul 7, 2011 - Sep 13, 2012
#6	-3.78% Nov 4, 2010 - Jun 8, 2011	-25.63% Nov 25, 2024 - Dec 11, 2025
#7	-3.06% May 2, 2013 - Oct 8, 2014	-23.95% Sep 14, 2018 - Nov 27, 2019
#8	-2.25% Sep 4, 2019 - Jan 27, 2020	-18.46% Aug 17, 2015 - Jul 11, 2016
#9	-2.07% Mar 9, 2020 - Mar 23, 2020	-17.20% Oct 9, 2007 - Jun 5, 2008
#10	-1.91% Sep 17, 2008 - Oct 6, 2008	-13.98% May 8, 2006 - Jan 24, 2007
#11	-1.61% Jan 30, 2015 - Sep 24, 2015	-10.81% Jul 3, 2014 - Nov 10, 2014
#12	-1.57% Jan 31, 2012 - Apr 30, 2012	-10.36% Jul 13, 2007 - Oct 5, 2007
#13	-1.56% Oct 14, 2015 - Jan 28, 2016	-9.92% Mar 2, 2026 - Apr 17, 2026
#14	-1.46% Nov 26, 2007 - Jan 2, 2008	-9.77% Jan 26, 2018 - Jun 6, 2018
#15	-1.43% Sep 22, 2011 - Nov 23, 2011	-9.33% Jul 16, 2024 - Oct 14, 2024

Correlation

Correlation between SPTI and IJK is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

SPTI vs IJK dividend yield comparison.

Year	SPTI	IJK
2026	1.27%	0.09%
2025	3.79%	0.66%
2024	3.77%	0.79%
2023	2.99%	1.13%
2022	1.45%	1.08%
2021	0.53%	0.50%
2020	0.75%	0.70%
2019	2.02%	1.09%
2018	1.97%	1.13%
2017	1.46%	0.93%
2016	1.23%	1.15%
2015	1.18%	1.12%
2014	1.06%	0.91%
2013	1.47%	0.88%
2012	2.08%	0.99%
2011	2.12%	0.66%
2010	2.23%	0.57%
2009	2.33%	0.61%
2008	3.08%	0.80%
2007	2.67%	0.80%
2006	0.00%	0.38%
2005	0.00%	0.58%
2004	0.00%	0.43%
2003	0.00%	0.35%
2002	0.00%	0.26%
2001	0.00%	0.10%
2000	0.00%	0.38%